Could COVID-19 actually have had positive repercussions for the financial planning profession? Over the past year, demand for financial advice has skyrocketed, with over 70% of advisers reporting a larger client base now than before the pandemic. Looking ahead,...
As we start to emerge from the pandemic, the positive sentiment around a full economic recovery is palpable. We’re making plans again, from dinners out and family vacations to in-office hours and in-person conferences. In gradually shifting back to pre-pandemic life...
Though geography seems to matter less for doing business in our virtual world, some of the most impactful opportunities for media exposure live right in your backyard. We’ve seen clients increase their appetite for local coverage throughout the pandemic, whether...
Is it just me, or are you getting invited to a slew of webinars on the regular? While webinars can be very effective for prospecting and marketing, the deluge of virtual events in this “new normal” has left the financial industry in a fuzzy state of webinar fatigue. ...
The coronavirus pandemic has caused many firms to rethink how they communicate with their target audiences. Well, what if we told you there’s a tool available that would allow you to control the messaging of your firm, connect with other thought leaders in the...
