News / Blog

  • 16 September 2014 : Slogans, taglines, mottos. Does your firm need a one? (No Comments)
    Does your firm really need a tagline to sum up its uniqueness or service quality? And in the crowded world of more than 12,000 registered investment advisory firms, is it [More...]

  • 9 September 2014 : Is your online reputation missing in action? (No Comments)
    What does your online reputation say about you and your firm? Your online reputation is the complete footprint an interested party or prospect sees when they type your name in [More...]

  • 26 August 2014 : LinkedIn to Branch Out (No Comments)
    More and more buyers are finding professional service providers on LinkedIn.  Are you there?  Many of us have created a LinkedIn profile because well…everybody else in the working world has [More...]

  • 5 August 2014 : Helpful Hints for Successful Presentations (No Comments)
    Business professionals including investment advisors can win new business while sharing their expertise just by sharpening their speaking skills. To make sure your presentations are both impactful and memorable, follow [More...]

  • 15 July 2014 : Stepping up and stepping in with women investors (No Comments)
    Sallie Krawcheck, former banking and wealth management executive, recently partnered with a fund management company to launch an index fund that invests in the advancement of women. Her theory is [More...]

  • 8 July 2014 : From marketing evolution to revolution in 15 years (No Comments)
    In 1999, the euro made its currency debut, Y2K became the “Word of the Year” and the Dow closed above 10,000 for the first time. That was the backdrop for our [More...]

  • 1 July 2014 : Your website is only as good as its ability to be found (No Comments)
    Is your website playing hide and seek with prospects? Welcome to the always important, usually confusing world of Search Engine Optimization (SEO). Or, in layman’s terms – increasing your website’s “findability” [More...]

  • 24 June 2014 : Keeping prospects warm – is your process working? (No Comments)
    Most advisors understand that time is of the essence when it comes to turning a prospect into a client.   But, once you’ve connected with a prospect, how much time should [More...]