Financial Advisors Should Be Utilizing The Newest Technologies To Better Serve Clients: A Q&A With Define Financial’s Taylor Schulte
As many of us know, technology is quickly evolving. With such a dynamic and changing landscape, financial advisors must adopt these technologies in order to stay afloat. But, using the same technologies becomes trustworthy, and many professionals want to stay with what will give them success. We chatted with Taylor Schulte, founder and CEO of […]
How To Create A Successful Sales And Service Model: A Q&A With Third Quarter Advisers’ Anthony DiLeonardi
The internal structure of your business will ultimately determine your success. Maintaining a sales and service model that is effective is a crucial part to your internal structure—but how do you establish a strong model that will help achieve success? We chatted with the founder of Third Quarter Advisers, Anthony DeLeonardi to discuss how to […]
Why 2018 Will Be The Year Of The Micro-Influencer, According To A Millennial Expert
Long before social media, and even before broadcast commercials, businesses have partnered with celebrities and high-profile stars to promote products and add credibility to their brands. Over the past decade, advancements in communication technology and digital media have sparked the rise of online influencers, democratizing the ability for brands of all sizes (and budgets) to enlist influential individuals to promote […]
Don’t Send Your Customers Cease-And-Desist Letters. This Dog-Walking Startup Just Learned That The Hard Way
No business, regardless of size or industry, is immune from the threat of a public relations crisis. For Wag, a startup facilitating dog-walking and dog-sitting services, the company’s recent complaint quickly snowballed into a public relations crisis when its damage control methods earned national attention. Frequent user of the Wag app, MaryEllen Humphrey, requested a service for her Beagle-Labrador mix, Buddy, […]
How Financial Advisors Can Use Social Media To Connect With Current And Prospective Clients
It can be quite nerve-wracking to delve into the world of social media marketing, and it can be especially stressful for those who may not use social media platforms on a regular basis already. For any successful marketing plan, the first and most important step is to determine the main purpose and goals for any […]
Components Of Successful Marketing: A Q&A With W.M.McGuire Marketing’s Bill McGuire
Now more than ever, your marketing efforts reflect onto your business’ success. In order to keep up with our constant world, many practices often lose strength in their marketing efforts, thus losing success– but, how do you keep up with these changes and maintain successful marketing efforts? We chatted with Bill McGuire, firm principal of […]