Search results for "holiday"

Holiday Book Club

There’s nothing about a guy coming down the chimney in these books, but reading them might help you deliver a consistent customer experience like he does.

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Holiday Social Media: How to Show the Personal Side of Your Firm

Holiday vacations and slower workdays mean more eyes on social networks. Keep your brand and message going strong over the next six weeks with a little holiday twist.

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#TBT: Holiday Gift(s) in October

Remember last year when we reminded you to plan or pick your client holiday gift while carving pumpkins? We’re suggesting that again. Do it now. With this time to plan you can make a real impact.

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Happy Holidays from Practically Speaking

Dec 21, 2017

Wishing you happy and merry everything! No eyes were shot out, nor injured in any way, during the making of this video.

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Advisor Holiday Gift(s) in October

If each year you’re late to plan or pick your client holiday gift, I’m reminding you: do that now. With this time to plan you can make a real impact this year.

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Happy Holidays from the Market Minute Team!

Dec 22, 2015
Comments Off on Happy Holidays from the Market Minute Team!

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Holiday Do’s and Don’ts for Advisors on Social Media

Nov 18, 2014

Social media is a way to humanize your company. And the holidays, even the latest hair-raising trend of “Movember,” give you an opportunity to do just that. Read today’s blog post by Amy Sitnick for social media holiday do’s and don’ts so you’re prepared to market your practice all the way into 2015.

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Shorts: Holiday Parties and What Not to Say (or Wear)

Dec 13, 2012

“Shorts” is a newer feature on Practically Speaking, featuring posts that I thought were important, but didn’t warrant a full article. *************** It is that time of year again. One […]

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Happy Holidays from SEI; Ugly Sweater Winner Crowned

Well, I said I would go first. Here is a sample of some of the sweaters at for our annual Ugly Sweater Day.  For those of you who didn’t see […]

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Holiday Party Small Talk: Don’t Say You’re a Financial Advisor

Dec 20, 2011

The other night, I was dragged to another holiday party. As usual, I was surrounded by many people whom I didn’t know and each one was trying to yell over […]

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