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J. Wesley Knowles

J. Wesley Knowles

With an extensive background in animation, Graphic Design and Communications Media, Wesley Knowles has been involved as a communication artist with Family Dollar Stores corporate, Spectrum Creative Graphics, the NBA Charlotte Hornets, the AHL Charlotte Checkers, and the NFL Carolina Panthers. Prior to joining APM (All Points Media) at FIG, Wes was the Art Director for Charlotte Living magazine.

    Marketing + Branding

    Customer Service Tips for Financial Advisors [And How They Impact Your Business]

    by J. Wesley Knowles June 15, 2017
    written by J. Wesley Knowles

    Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand how customer service and interaction impacts the takeaway.

    This was not my first trip to the Disney Resort in Orlando, Florida. I received a Disney World Annual Pass as a birthday present in 2002. I became a repeat and loyal patron of the resort and would travel from Charlotte to Orlando at least three times per year for the thirteen years I kept the membership going. A kid at heart, I enjoy themed attractions, especially immersive experiences and thrill rides. That was the first enticement, the second was Disney’s commitment to unrivaled customer service. I had not realized how much it meant to my personal travel experience until it failed.

    Continue Reading
    June 15, 2017
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  • Business Development

    Is the Boutique Business Model Just a Trend?

    by J. Wesley Knowles May 24, 2016
    by J. Wesley Knowles May 24, 2016

    Updated April 4, 2024, at 1:19 PM According to Investopedia, a “boutique” is a small financial firm that provides specialized services for a particular segment of a market. These companies often define …

    3 FacebookTwitterPinterestEmail
  • Marketing + Branding

    4 Steps to Prospect Over Dinner

    by J. Wesley Knowles March 10, 2016
    by J. Wesley Knowles March 10, 2016

    Updated September 20, 2023, at 10:50 AM As you may know, dinner seminars have been a part of the financial services world for many years. Everyone plans these events a little differently …

    16 FacebookTwitterPinterestEmail
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