The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.
In our conversation, Ted, the Social Media Ninja, shares why and how he and his team have built a successful business around the Gen X/Y markets, and how the client experience they deliver stands out from the field.
What you put on the home page of your website is probably the most important content in your marketing plan. Here is what you can put on it for maximum effect.
To better connect with the right people, whether through your marketing or through client or center of influence referral, try creating a client persona.
Alan Moore on why Gen X is not a niche, active versus passive loyalty, and how younger clients refer differently.
If you lead an advisory firm, your level engagement has a big influence on the success of your firm and your own satisfaction, stress, and happiness. A review of Absolute Engagement by Julie Littlechild.