Social Media as Referral Marketing

Crystal Thies has been exploring the use of social media as a marketing tool for financial service Professionals for more than six years; since she was last a financial advisor herself. “All business owners should be engaged in social media, as that’s where the people are now,” Thies said. “Social media has changed the face […]

Peace of mind with travel insurance

Going on holiday is one of the most exciting things that you can experience in life, you get to do things that you only dream of when staying at home. Visiting amazing beaches and eating exotic foods are just some of the things that you could do, but everyone knows the old adage that things […]

Why Good PR is Worth its Weight in Gold  

Tim Aldiss writes for Broadgate Mainland the London PR firm When many people think of the term “public relations”, they think of schmoozing with the press and media, and maybe forming inauthentic relationships just to get attention and publicity. But the fact is that PR has the power to present your image to the public […]

How Women Advisors are Reinventing Client Events

No longer are client events just hours-long workshops with clients crammed elbow-to elbow in hard chairs listening to educational speeches and sales pitches. Instead, women advisors are approaching client events in new ways. Whether you are specifically targeting women or you are trying to build deeper connections with your existing clients through personal touches or […]

3 Reasons to get to San Francisco in 2015

One of the smallest cities in the USA at only 49 square miles, San Francisco sure packs in a whole lot for such a small space. Within that small and compact space, lays a cracking city that offers a vast amount to see and do for any traveller, young or old. It would be very […]

How to Budget When Starting a Family  

When you are starting a family, it is important to get your finances in order. You will want to make sure that you can not only afford everything you need for the new baby, but also you’ll want to ensure that you can fund maternity leave, time off and any unexpected bills that come up. […]

The Power of a Complete Network

Forr advisor Paula Strzyzewski, doing a favor for a friend turned into a yearlong process that would, in time, assist a future client, enlist the help of an experienced but untapped network and double the size of her practice. “A friend’s family wanted an extra set of ears in conversations with the attorney and bank […]