Over the past several months, I’ve had the pleasure of hanging with some of the coolest people in the independent wealth management space. From Pershing INSITE to Joel Bruckenstein’s T3 Advisor to client launches that created great news buzz, I was honored to be among some of the best and brightest – from advisors to…
Like most things worth doing, choosing the right Public Relations partner can be *hard*. I often hear advisors and wealth managers describe the practice of PR as an invaluable, yet somewhat intangible unicorn-like resource that can be either a total game-changer for their businesses – or a complete time and money sucking experience if not…