This post is part two of a two-part series. Businesses experience challenges constantly. From labor shortages to shifting customer demands, businesses are always having to evolve and shift in order to stay profitable and grow. The pandemic has brought a new level of challenge to business, one that is not only intense, but that
This post is part one of a two-part series. The covid-19 pandemic has stretched farther and deeper than any of us had anticipated. It has created many challenges and left us mired in a sea of negative media and misinformation. Amid the chaos, a few steady, positive voices have held close to messages of
When you first start your practice, all of your energy and attention goes into building a client base as quickly as possible. This entails the usual advisor marketing activities such as networking, client events, referrals, and direct outreach to prospects. This is what I like to call “eat now” marketing. In this approach, your