The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, Part 2

The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, Part 2

Last month we looked at three brutal truths about college costs and their impact on families as well as the inherent implications and opportunities for financial advisors. With the fall semester starting and students returning to college campuses across the country, I felt as though now would be a good time to continue the conversation. […]

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The Secret Marketing Weapon You Should Be Utilizing Today

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In today’s financial services marketplace, it’s important that advisors set themselves apart from their competition through effective marketing. We’ve discussed some marketing methods in the past—social media is a huge asset advisors should be utilizing, for instance—but your marketing efforts will only be effective if you have a thorough understanding of who you’re trying to […]

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