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A Strategic Approach for Exceeding Team Goals

Employee recognition and reward systems are pillars of workplace culture that can significantly boost morale, enhance productivity, and improve retention. In the financial services realm, where team e... ...more

ROI ,Financial Practice &Growth

March 13, 2024•6 min read

Rethinking the Role of Facebook Ads

Gone are the days when financial advisors could solely rely on word-of-mouth referrals and trust to build their practice. In the digital age, a robust online presence is as crucial to your success as ... ...more

Social Media ,Digital Marketing ROI &Financial Practice

February 07, 2024•4 min read

Is Email Marketing Dying?

Every marketer in today’s fast-paced digital world is keen on establishing an effective marketing strategy, and email is considered one of the most lucrative of them all. However, with the rise of var... ...more

Digital Marketing ,ROI Email &Financial Practice

January 24, 2024•3 min read

Tips to Effectively Evaluate Your Marketing Efforts

As a financial advisor, it's crucial to evaluate your marketing efforts year-round, especially as the end of the year approaches. The year-end is the perfect time to analyze your marketing strategies,... ...more

Digital Marketing ,Client Relations ROI &Financial Practice

November 01, 2023•2 min read

The Importance of Marketing Funnels, Closing Numbers, and ROI

As a financial advisor, you are constantly looking for ways to improve your business. Whether seeking new clients or retaining existing ones, it is important to understand the marketing funnel, closin... ...more

Digital Marketing ,Client Relations Seminars & Webinars ROI &Financial Practice

October 04, 2023•3 min read

ROI: The Good & The Bad

Returns on investment are one of the most critical aspects of business to master. Many advisors might need help with calculating it and knowing what that means for them. Without knowing how to interpr... ...more

ROI

June 28, 2023•2 min read

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