April 12th, 2016
Think of your relationship with your financial adviser as a partnership, with both of you working to achieve your financial goals. You both have responsibilities in making it a success. And like in any relationship, open and honest communication is key.
What you should expect from your financial adviser (more…)
June 4th, 2015
Finding specialize industries for a prospect isn’t a piece of cake, it’s like looking for a needle in a haystack, You need to go further to search for that needle(Right Lead), talk about all those painful hay, OUCH.
April 5th, 2014
Whether it’s actual financing, financial expertise, or other facets of the financial services industry, they’ve all been accused of ‘fooling’ and ripping them off hard-earned cash.
And while April Fools’ is long gone, it’s really painful to see folks recalling the stunts of other brands with a chuckle but casting a dark look towards your entire industry for even thinking of doing the same.
It’s like you dabbled in the dark side of being a trickster and now you can’t ever try and play the part again. Do you dare hope for more finance leads when everyone’s treating you like Loki from Thor?
December 19th, 2013
Your email content can have all the games, videos, or all the other winning gimmicks but it could mean nothing if your campaign isn’t planned on schedule. Don’t wait till the last minute to figure out the time as well as the action. It’s like getting ready for a big holiday splurge but if you don’t plan out your purchases, you either wind up over budget or the stuff you wanted got bought ahead of you.
December 4th, 2013
There’s no such thing as ‘too-big-to-fail’ in the Twittersphere. That’s what the nation’s largest bank unwittingly proved when a Twitter Q&A session it hosted quickly turned into a runaway PR nightmare. But like any other monumental screw-up, the important thing is to learn from it and move on. And there’s a few great lessons to be had from JPMorgan’s Twitter ordeal last month.