Like many others, I’m drawn to “comeback” stories. It’s no surprise, then, that the history of the world’s rarest and most ancient dog has stuck with me. For more than 50 years, the New Guinea highland wild dog was thought to be extinct. But in the 2010s, a few reported sightings led researchers to take…

We received a surprising amount of feedback following our September blog about advisor marketing, so we’re back with a sequel. In these video responses (most are under 2 minutes), you’ll find answers to common questions we hear from financial advisors about how to refine their marketing activities to build and retain client relationships. Our source…

There’s a perception that all financial advisors offer the exact same service (or, for that matter, all asset managers, plumbers, architects, etc.). Changing perception for your practice requires building a reputation, a brand, a marketing program. Toward that end, our firm hosted a webinar earlier this year with our friends Corey Keating and Ryan Stark,…

A confession: Without CliffsNotes, I may not have made it through high school…or college. In fact, until just recently, I actually thought it was “CliffNotes” (no “s”) – but I digress. If you’re like me, these very valuable summaries are extremely helpful and efficient. With that in mind, I wanted to share three takeaways from…