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Summary: The advantages of owning an independent financial-advice firm — like more freedom and a shot at more money — don’t always extend to marketing.
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Summary: The more challenging task is figuring out how to create a successful blog that people actually read and how to make an existing blog more efficient in terms of converting leads into sales.
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Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
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Summary: Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well.
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Summary: For nearly eight years, Unified Trust’s fiduciary investment advisor Billy Lanter has been teaching financial literacy to school-aged children through the nonprofit organization Junior Achievement.
