financial advisor marketing

The Importance of Demonstrating Value to Your Clients

To have long-term happy clients as an attorney, CPA, or financial advisor, it is instrumental that you not only provide value to your clients but also demonstrate your value to them.   My first job was at Nordstrom. There, I learned the importance of customer service and always taking the best care of your clients at any […]

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Marketing Priorities

Making Marketing & Business Development a Priority is The Key to Success

A common thread amongst professional services firms that are successful is that they make marketing and business development a priority.   They do this because marketing and business development are important to them.  Like anything in life, you make time for what is important to you.   We are all inundated with long to-do lists. We often

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