Social media has the potential to dramatically improve financial professionals’ ability to engage with clients, but successfully using social media requires a different approach than traditional modes of consumer communication.
The coming tax season is a perfect time to help your high-income clients assess the options available for their additional savings. In a series of 6 back-to-back blogs we illustrate 5 key reasons why cash value life insurance can be a powerful savings vehicle when…
While your clients turn to you for financial advice, that doesn’t mean they aren’t seeking out information on their own, whether that’s from blogs, news reports or their peers. Though seeking to understand as much as possible about their finances in general and retirement specifically is admirable, there is plenty of misinformation available. Here are some of the myths your clients may have heard that you should dispel quickly:
If you’ve sought advice on how to maximize your practice’s online presence, you have probably heard that it’s best to educate potential customers through blogs and social media posts.