Category Archives for Customer Journey

6 Questions to Consider for Online Reputation Management

You’ve worked hard to establish your firm’s culture.  You have been cultivating your office atmosphere since the day you moved in.  Employees create and support your firm’s brand with diligence. You have built the atmosphere your clients and potential clients feel and appreciate when they come into your office. Question: Have you taken the same […]

Consider Online Reputation Management

Online Reputation Management is an integration of Digital Marketing, Online Practice Management techniques, brand image strategies, and, of course, accurate record keeping for necessary compliance records. Online Practice Management has been a rising key component to a financial planning firm’s success.  With more and more of our services becoming available online every day, we all […]