Every month, the Practically Speaking team gathers to discuss the results of our content and social media activities. We look at which topics have generated interest, we share feedback that […]
If working with you feels like… well… *work* to your clients, there’s probably too much friction in your interactions. But there are ways you can make things more convenient for them.
In these volatile times, you’re talking to your clients. You’re reinforcing their financial plan and goals. But are you using this opportunity to redefine your client acquisition strategy? (You really should be.)
We all aspire to reach new plateaus professionally, but are we actually organizing ourselves to succeed?
Social media has gone from “trendy” to creating trends that all businesses should consider and learn from. These 5 may have you calling an audible on social media.
Before you get too far in executing your 2019 plan, you should turn a critical eye towards your marketing mindset.
If you’re not offering consistent and surprising value, you’re not differentiating yourself. And that’s when you miss opportunities to wow your clients, grow your business, and thrive.
Our end-of-year survey suggests advisors already wanted to improve communications and client education. And the current economic environment will force them to stick to those resolutions.
After years of ever-improving markets, one of the gifts of 2018 is perspective. Your end-of-year message to clients can focus on action items that are in your control and not so tightly-linked to markets.