A Text To Show You Care

person holding a phone

This article was first featured in Financial Advisor Magazine on Nov 1st, 2023. If you’re like most advisors, your phone might not ring as much as it once did, but your email inbox is likely filling up. According to McKinsey Global Institute, the typical professional receives an average of 120 emails per day and spends […]

Top 5 Marketing Trends In 2023

open laptop on a bed

Trends in marketing are always evolving, and there’s been no exception to that in 2023. From the effects of the Securities and Exchange Commission’s marketing rule to advancements in AI, there are new ways for advisors to think about their marketing and find opportunities in it.

Personal Information Form