Blog

Everyone is talking about re-energizing their referrals.  Artfully worded requests for referrals are only part of what’s needed to attract investor referrals. Some firms helpfully remind clients in a variety [More...]

Many financial advisors and firms puzzle over naming their own practices. If you are planning to launch a new firm, change its name or customize  your practice, you may find [More...]

ST. MICHAELS, MD – DECEMBER 13, 2011 – Santa’s packed holiday sleigh and eight reindeer crashed with a US Air Force/ St. Michaels (MD) Air National Guard Plane on Talbot [More...]

When it comes to charitable giving, some clients give and some don’t. The ones who do  may have been raised in a family where tithing or supporting church, community or [More...]

Now that Thanksgiving has passed, it’s time to consider your  clients’ holiday gifts.  A gift conveys your regard for the recipient and their relationship with you. Perhaps that’s why the [More...]

The benefit of the doubt may have died after the 2008 financial crisis. Since then, other institutions have failed us, including government, financial and religious institutions. Recent headlines reported the collapse of MF [More...]

It has been a long time coming, but financial services firms are beginning to use social media to support new business efforts. They win followers, demonstrate thought leadership and monitor [More...]

A link is clicked.  A URL is typed.  Your web site is accessed.  Does your online presence hang information out there in cyber space, or does it effectively engage prospects, [More...]