Rethink. Financial Advice

8. Rethink: Paid vs Organic Digital Marketing

When building your marketing brand – what should you pay for and what should you not pay for?

When you chose to get into the financial advice...

7. Rethink: Marketing Vs. Prospecting

As a financial advisor it’s important to figure out how you’re going to generate more leads and customers — are you going to cold call potential...

6. Rethink: Are You a Star Player or Team Coach?

On a sports team, every role is important to reaching a goal, and the financial space is no different.

The question is, are you one of the star...

5. Rethink: Financial Advice a Luxury or Necessity?

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next.

But how does this age-old concept...

4. Rethink: Brick and Mortar vs. Remote

The trend of turning to remote business is one that has been going on for years, but the pandemic has accelerated that push. 

The way you respond...