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Financial Firms: Struggling to Find New Talent?

Financial Firms: Struggling to Find New Talent?

You're not alone if your financial firm has been struggling to find new talent. Deloitte's Center for Controllership asked over 1200 hiring managers in financial services to share their insights, and the results were staggering. For example, 82.3% of hiring managers...

Is Your Perspective Preventing You From Growing Your Business?

Is Your Perspective Preventing You From Growing Your Business?

Have you ever thought about how your prejudices and perspectives impact your relationships with potential clients and clients? Believe it or not, how you view the world could hamper your business's ability to grow, so it may be worth refreshing your outlook. What Your...

Financial Advisors: Are You Sticking to Your Marketing Plan?

Financial Advisors: Are You Sticking to Your Marketing Plan?

You want to promote your financial firm, but your efforts aren’t giving you the results you’re hoping for. Consistency and branding will help you achieve your desired results when creating a financial advisor marketing plan. Here's what you need to know. Your Branding...

Teaming: 3 Reasons Financial Advisors Should Consider It

Teaming: 3 Reasons Financial Advisors Should Consider It

If you're a financial advisor, you should consider teaming up, and we'll tell you why. In 2021, 38 percent of Americans worked with a financial advisor, and demand for financial advisory services has never been higher. An uncertain future economy and complex economic...

Leadership Lessons I’ve Learned from Being a Hockey Mom

Leadership Lessons I’ve Learned from Being a Hockey Mom

While I’ve spent a lot of time as a hockey mom driving my kid to and from hockey rinks, tracking down hockey uniforms and equipment, packing endless coolers of food, and enjoying his games, I’ve also learned a few leadership lessons along the way. These lessons have...

5 Marketing Myths Dispelled

5 Marketing Myths Dispelled

Marketing is one of the most essential yet sometimes misunderstood aspects of running a business. To have a successful business, you must not only stay up to date on the latest marketing trends and best practices, but you must also be able to differentiate between...

How Financial Advisors Should Use Video in Marketing

How Financial Advisors Should Use Video in Marketing

To succeed in today’s digital world, financial advisors need a marketing strategy that enables them to meet with prospects on the various sites and platforms they utilize. Consumer video consumption continues to increase, and as it does, marketing videos are becoming...

How to Use Your LinkedIn Account as a Mini-Website

How to Use Your LinkedIn Account as a Mini-Website

LinkedIn is indisputably one of the largest business-related social networking sites on the Internet — more than 800 million members from 200+ countries and territories gather here to find opportunities, discover talented candidates, inspire others, and lead through...

Financial Advisors: Content Marketing Strategies for 2022

Financial Advisors: Content Marketing Strategies for 2022

Happy New Year! It's a great time to develop the strategies you will use to attract clients, supporters, and fans to your financial services firm in 2022. As has been the case in the past decade, content marketing should be an essential part of your overall marketing...