Insights
Ideas worth sharing.
Research, perspectives, and conversations from the front lines of advisory firm growth.
What to Ask Vendors Before You Sign on the Line
Sometimes, participating in an RFP process is like eavesdropping on an awkward first date. You can tell everybody is trying to say the right...
If You’re a Vendor’s First Rodeo, You’re Probably About to Be Taken for a Ride.
You and your vendors come from different worlds. Vendors love to work with large companies that have deep pockets and teams of experts to gu...
Sniffing Out the B.S. in a Marketing Proposal
I admit it. I didn’t get it for a long time. There I was, working in-house at advisor firms, putting out RFPs to marketing agencies and cons...
8 Tips To Keep Your Next Conference From Being a Total Waste of Money
At FiComm, we attend conferences with a certain passion that can only be explained by our fangirl/fanboy like view of the independent wealth...
Order and Chaos: How to Apply a Military Mindset to PR
In the Navy, I fixed combat aircraft. F/A-18’s and F-14’s primarily, with some EA-6B Prowlers and S3 Viking sub-hunters sprinkled in occasio...
Your Own Marketing Department: To Build or Not To Build? (Part II)
This is the second half of a two-part post. In the first, I gave you homework—a few questions to identify what you really need before you hi...
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