Podcast: Play in new window | Download
Let’s be real. Sometimes stock photos can be so tacky. Are your photos projecting the wrong image on your website?
Podcast: Play in new window | Download
Let’s be real. Sometimes stock photos can be so tacky. Are your photos projecting the wrong image on your website?

Does the emergence of new technologies such as TAMPS and roboadvisors have

Is it actually possible for financial advisors to get leads from social

Despite what is commonly believed, financial advisors aren’t competing with the robos;

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.