One Year Ago, I Warned You About a Coming Stock Market Correction. When It Came, Were You Ready?
On February 23, 2017—a year ago, almost to the day— I wrote a post urging advisors to get ready for...
Ficomm Insights
Your Annual Marketing Plan, Part IV: Try a New Way to Define Goals and Budgets
In my final post on annual marketing planning, I want to touch on two topics that always seem to...
Annual Marketing Plans, Part III: How to Avoid Sabotaging Your Own Planning Meeting
As I mentioned last time, most advisors start their annual marketing planning meeting by reviewing...