It was one hell of a gift basket, piled high with a delicious assortment of treats… Not unusual for the holiday season, except it came from my financial advisor. First gift ever from a planner who I’ve worked with for more than 10 years. Apparently, the stock market’s rise inspired her to do a little outreach. …
marketing ideas for financial advisors
better brand names
Starting a company or launching a new product? What are you going to call it? Quick! You need a really good name you can build into a million dollar brand. My new book can help. It’s a quick and easy insider’s guide to naming that will save you time, and make you money.