Blog

Having been in the business for 24 years, I’ve developed a three-step process designed to effectively gain new clients for advisors. Through identifying new prospects, networking with clients and building long-lasting relationships with them, I have gained some recognition and credibility in the wealth management sector. My clients come from all different backgrounds and financial […]

This weekend, Batman v Superman: Dawn of Justice will hit the theatres and thousands of DC Comics fans will be pitted against each other. In the past, Marvel Comics—a friendly rival to DC in their own right—has produced stories of super heroes and beloved characters working in teams or coming together to fight for the […]

In the competitive financial advice industry, every new business opportunity makes a difference. A prospective client will critically analyze the details of their interactions with you before trusting you with their money. Movies about sales give you a front row view of the methods these characters, both fictional and those based on real people, utilize in […]

In today’s world, most people head straight for the internet when they want to know something. In the business of financial advising, your ability to produce effective marketing for your brand will be essential in ensuring that potential clients will know what you have to offer. It is easy for personality and genuine care for […]

When it comes to marketing your practice, you can always tell the world how great you are and possibly have some success with that strategy. With that said, the most successful advisors go beyond self-promotion and elevate their marketing to a whole new level by generating third-party credibility. Third-party credibility is recognition or endorsements from […]

Dear Talia, I read your letter to your now former CEO, and I can sympathize with many of your post-graduate struggles. That’s because I also struggled out of college. And believe it or not, close to two million Americans complete four-year degrees each year, most of whom struggle their way through the same job market […]

Golden State Warriors point guard Stephen Curry put on a sensational performance to lead his team to an overtime victory on Saturday. His night included racking up 46 points while going 12 for 16 from beyond the arc, including a last second three pointer to win the game. Twitter erupted during and after the game, […]

Kanye West has always been full of surprises, and if this past month is any indication, he’ll stop at nothing to keep fans and critics guessing what his next move will be. Claiming Bill Cosby’s innocence, taking credit for Taylor Swift’s rise to fame and publicly asking for a billion dollars from Mark Zuckerberg—Kanye is […]

Last week, Uber released an app update and debuted a brand new logo. Gone was the simple black background and silver “u” the company previously identified with for four years. The new logo, which took two years to develop, has two different versions, one for riders in green and one for drivers in red. Both […]