Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

Dave Ramsey and financial advisors go together like ham and eggs. A small but motivated group of financial advisors pay Ramsey’s business, Ramsey Solutions, a fee for client referrals routed through ...

We are observing a significant transformation in marketing driven by the swift progress of artificial intelligence (AI). This transformation, signaling the emergence of "Marketing 2.0," revolutionizes ...

Let’s face it – the Registered Investment Advisor (RIA) community is still a small world. Even with rapid consolidation, breakaway activity, and the rise of AI-powered firms, most of us feel like we ...

Modern Client Expectations Drive a Focus on Goal-B... Modern Client Expectations Drive a Focus on Goal-Based Financial Planning Marketing Is an Unappreciated Way to Gain a Competitive Advantage ...

The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...

Imagine if you could bottle the enthusiasm your clients have for working with you and use it to capture new business. That’s where real estate testimonials come into play. We all know that getting ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Taylor Kovar is the CEO and founder of 11 Financial, where he specializes in personal financial planning, ...

In a legal marketplace transformed by technology, heightened client expectations, and fierce competition, law firm leaders must approach strategy with rigor and clarity. The following questions, ...