If you’re not yet familiar with the term “marketing funnel,” it’s the systematic process from your initial connection with a prospective client to the point where they are offered the opportunity to engage your services. Funnels have been around for well over a century as an organized approach to generating new business. And yet, most […]

If you’re a financial advisor, chances are you’ve got a website. And with most websites, you’ll find a blog. So it begs the question: are you using your blog? Now before you start running away screaming about how much you hate the idea of blogging, or how much it scares you to subject yourself to […]