We tried to keep it fairly hush-hush, but some of our more enthusiastic users shared their excitement about some rumors on social media. We’re extremely flattered, and while we’re not ready to make a full announcement we wanted to clue you all in on what you can expect in the coming months: there are big […]
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. September 20, 2014 Quote of the Week: “We hope that through National Financial Advisor Week consumers, no matter their station in […]
I love this article. I may even be a little obsessed with it, in fact. Why? Because it addresses the elephant in the rooms of so many businesses and helps answer the age-old question in sales and marketing: how do you make people care about whatever it is you have to offer enough to change […]
Do you know what one of the hottest retirement topics is today? If you answered “retirement readiness” you’re correct. Do you also know that retirement readiness is not a statutory or regulatory requirement? If it were, every plan sponsor would be forced to establish a defined benefit plan with a suitable replacement ratio for each […]
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. September, 6 2014 Quote of the Week: “Justice will be served” … Vowed President Obama on Wednesday in response to […]
The cat’s out of the bag: Buyer Personas are a great way to give your marketing efforts a much-needed boost. But you don’t need to take my word for it. To bring an expert’s perspective to the conversation, I spoke with Ellie Mirman, the Inbound Marketing Funnel Manager at inbound marketing firm HubSpot. Ellie has […]
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It’s well known that in any relationship, communication is key—especially in the relationships you have with your clients. Effective communication is the glue that keeps these relationships together. Even if you have a wealth of experience in financial planning or are Buffet-esque in your knowledge of different investments, it’s irrelevant to your current clients—or prospective […]