0 visitor like this article | Viewed 2978 times | 0 comment
Summary: Seventy-four percent of U.S. financial advisors in a new study used social media to initiate new business relationships or onboard new clients during the coronavirus pandemic, Putnam Investments reported Thursday.
0 visitor like this article | Viewed 2693 times | 0 comment
Summary: There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it.
0 visitor like this article | Viewed 2896 times | 0 comment
Summary: The big question is: Can I socialize with anyone during the summer?
Life in some places is getting gradually closer to normal. Maybe it won’t be exactly the same, but humans are social. We like to see people, meet and greet our friends.
0 visitor like this article | Viewed 3051 times | 0 comment
Summary: What a difference a few months can make! In March, we seemed deep in bear territory, and COVID-19 appeared to be sweeping across the country unchecked. As I write this in June, the market has come back strong, and, while we are keeping an eye on localized outbreaks, states are cautiously reopening businesses, restaurants, stores, and services.
0 visitor like this article | Viewed 2819 times | 0 comment
Summary: Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email-marketing strategies can become more personalized and effective.
