Updated September 6, 2023, at 9:15 PM
Done right, naming a financial services company will be deeply personal and very telling. Potential customers will develop their own expectations based on the name of your business. Be aware that if it doesn’t sit well, they’ll probably go elsewhere.
Updated August 31, 2023, at 3:08 PM Do you have clients who are still working? Is it possible that some of your clients still keep in touch with their former colleagues? Are …
Most financial professionals today are pursuing baby boomer prospects. And for good reason. This generation holds nearly 60% of the country’s wealth. (For comparison, the Silent Generation holds about 21%, and Generation …