Insights
Advisors
So You Want to Be a Star? Part II: 9 How-to Tips
In my last post, I urged you to think carefully before launching a book or a podcast—not to discourage you from pursuing your dream to marke...
So You Want to Be a Star? Part I: Books & Podcasts
Developing a Podcast Marketing Strategy Have you ever pictured your name on the cover of a book—or your podcast at the top of the iTunes cha...
Do You Know What Your Clients Are Really Saying About You?
Do you know how to take a compliment? More importantly, do you know how to use a compliment? Most businesspeople love positive client testim...
If Women Are A Target Market, So Are Men
You’ve seen the stats. Women already control most of the wealth in America, and our share is only going up (1). Boomer women have started in...
Boosting Your Marketing Budget? Don’t Waste It All On This One Mistake
Do you plan to spend more on marketing this year? Apparently, your peers do. According to the latest TD Ameritrade Institutional RIA Sentime...
Are You Exploiting Your Fiduciary Advantage?
Right now, you should be running. At top speed. With a flag in your hand, ready to plant it in the ground. Get the reference? It’s from Far ...
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