Why use video in your marketing strategy? Many people think it’s cost prohibitive. It doesn’t have to be. It is important to think about the time and money it will save. There are huge benefits to having one or more videos as collateral. A good video adds consistency to your brand. “Video offers financial advisors a great […]
Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management. It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]
Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world. He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]
Claire Akin runs the Indigo Marketing Agency and works with independent financial advisors. She joins the show to share her digital marketing and LinkedIn expertise with the audience. It’s in the family Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients. Claire […]
Raquel Hinman chats with me about outsourcing social media to an assistant. She is the Principal of Hinman Financial Planning a fee only firm in Erie, Colorado. Having someone else represent your brand is scary and one of the most difficult parts of running a small business. At the same time you want to focus on […]
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 […]