Beyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With Compliance
When clients search for a new advisor, they often look for signals of competence and trust. In the world of AI-powered tools and search...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
Upgrading To A Home You Don’t Need: A Three-Year Review
Toward the end of 2023, we upgraded to a larger finished home we didn’t need. Three years later, I want to share whether it was worth...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
Senate Democrats Want To Double TEACH Grants And End The Student Loan Penalty
Key Points The Diversify Act would raise the annual TEACH Grant from $4,000 to $8,000 and double lifetime limits to $32,000 for...
How To Prevent TEACH Grants From Becoming Student Loans
The TEACH Grant pays up to $3,772 a year toward a teaching degree, but it comes with a contract. If you don’t teach a high-need subject...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
Why Colleges Raise Tuition: 446 Schools Explain Price Hikes
Key Points 446 colleges with the fastest price increases had to explain them to the Education Department, and 60% said they have no plan to...
Behind on Bills? Here’s What to Pay First (and 10 Things You Can Do Right Now)
This stat shocked me. Nearly 1 in 5 American families with debt fell behind on a loan payment in the past year. That stat comes from the...
Winning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris Smith
Welcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Chris Smith....