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The Mass Affluent Opportunity: Are You Missing Out? [Infographic]

In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.


Can Your Company Thrive Without You? [Infographic]

Many small business owners could testify to being time-poor, as they spend most of their waking hours thinking about and running their operations. While this is important for business success, owners also need to put some time into thinking about what will happen to the company when they are not around – whether because of retirement, injury or death.


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