Once you’ve ensured the moniker fits, use it everywhere
Avoid acronyms and find a name that will resonate 15 years from now
Becoming a published author can boost your credibility and broaden your horizons, but it takes a big commitment
Planning, execution, lots of perseverance and significant support helped Sandra Pierce establish the brand she had dreamed of
Deal includes South Florida philanthropic program
This book doesn’t dive deeply into any single topic, but does enough to get advisors thinking
Fund manager granted an exemption to pay dealer direct costs
Henry has developed an effective marketing plan. His next step is to devise a system for managing the prospects that will come his way as a result of that marketing — a pipeline of prospects who are not yet clients. Throughout our discussions, Henry has discovered that knowing how to manage the people in his […]