Done right, the name of your 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.
A definition of patchwork is the piecing together of multiple parts for the betterment of the whole. A question all financial professionals should ask of themselves is, “Am I patching problems with…
Independent financial professionals have complex jobs. In a single day, financial professionals could juggle between marketing, financial planning, website management, client meetings, and data gathering—to name a few. Luckily, technology and financial…