There was a time when the firm was the brand. Clients hired “the company” and trusted the name on the door. Today, that’s changing. In the age of digital-first impressions, personal connection matters more than ever. Your future clients are searching for you on Google. They’re checking your LinkedIn profile. They’re watching your videos on YouTube or reading your blogs.
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How do you segment clients if you’re a financial advisor? We outline tips and considerations to effectively grow your business.
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Product R + D
LTC Costs, Longevity and the Sandwich Generation: The Biggest Risks Facing Retirees in 2025
Long-term care is too overlooked. Get tips to strengthen client plans with this critical component of financial security.