Financial Advisor Magazine: “Lights! Camera! Advisors Discover The Power Of Video Marketing”

In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to [...]

By |2024-03-03T13:57:49-06:0002/06/2024|

Advisor Perspectives: “Play to Your Strengths in Client Communications”

Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]

By |2023-04-20T03:59:47-05:0010/11/2022|
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