by Julie Mullarkey | Dec 12, 2023
As we approach the close of 2023, it’s time for independent financial advisors to turn their sights on the upcoming year. Crafting a robust marketing plan for 2024 is a must, especially in an industry where staying ahead of trends and maintaining a competitive...
by Julie Mullarkey | Nov 14, 2023
Marketing is the lifeblood of any growing financial services business, serving as a vital channel to attract new clients and engage with existing ones. As an advisor, implementing a dynamic marketing plan is not just about spreading the word about your services;...
by Julie Mullarkey | Oct 11, 2023
What distinguishes a thriving financial services firm? Simply put, satisfied clients who readily introduce you to potential new clients. However, mastering the art of obtaining client referrals can be intricate. How do you create a consistent and effective referral...
by Julie Mullarkey | Sep 13, 2023
In the age of never-ending notifications and constant distractions—from work emails to irresistibly cute videos of cats on TikTok—the struggle to capture your clients’ attention has never been more real. Since nearly one-fourth of Americans haven’t picked...
by Julie Mullarkey | Aug 16, 2023
In an age where consumers are inundated with advertisements, storytelling is emerging as a potent tool to connect with audiences. Gone are the days of generic advertising. Today’s brands embrace the ancient art of storytelling, infusing their messages with...
