0 visitor like this article | Viewed 402 times | 0 comment
Summary: Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.
0 visitor like this article | Viewed 421 times | 0 comment
Summary: Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
0 visitor like this article | Viewed 538 times | 0 comment
Summary: Some 64% of advisory firms have no plans to develop or use client-facing artificial intelligence, yet 46% said it was a chief compliance concern, according to the ACA Group's latest survey.
0 visitor like this article | Viewed 521 times | 0 comment
Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
0 visitor like this article | Viewed 648 times | 0 comment
Summary: The biggest challenge when you’re considering any trend, even those in marketing, is predicting which ones will really pay off and which ones are fads. The same goes for trends in the financial advisory space. By tapping into a useful marketing trend, you can get an edge over your competitors and open the door to new strategies for growing your business, brand, and reputation.
