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Stop Old Emails from Stealing Your Awesomeness

Join our email count challenge! Let me open this with a personal question. How many e-mails in your inbox right now are more than two days old? When I first start working with some of my clients, the number we begin with is often well over a thousand. Many of those emails go back weeks, […]

04.04.19 | Chris Belfi | 0 Comments
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Facebook for Financial Advisors: 3 Myths, Debunked

Don’t let common advisor Facebook marketing mistakes burn through your budget! Every year, the world seems to get ever more anchored in technology and social media. The pressure is ramping up, and advisors are making an effort to become more “digitally available” to their prospects and clients. And yes, that includes trying to crack the […]

03.08.19 | Patrick Brewer, CFA, CPA | 0 Comments