Financial Advisor Marketing: How to Build a "Virtual" Advisory Practice

There are 3 ways to build a “virtual” advisory practice… #2 and #3 (most effective) may surprise you. Get your FREE copy of The Definitive Guide to an Effective Online Marketing Strategy for Financial Advisory Practices: Follow us on social… Continue the conversation with Patrick on Facebook: Join Our Facebook Community for Fiduciary Financial Advisors:… Continue reading Financial Advisor Marketing: How to Build a "Virtual" Advisory Practice

What 2020 Has Taught Financial Advisory Firms About Change

If you’re a financial advisory firm, then like many others in 2020, your business was forced into unexpected and possibly uncomfortable change. In 2020 we were forced to make changes, to get uncomfortable, and it expedited our dependency on technology. We saw firms expedite timetables on the implementation of new tools such as portals and… Continue reading What 2020 Has Taught Financial Advisory Firms About Change