Financial Advisor Explainer Videos: Five Common Mistakes to Avoid

If you’re a financial advisor, explainer videos are a great way to show, not tell, the benefits of your services. But avoid these common mistakes that make your video less than effective.
Financial Advisors: Blogging Metrics You Need To Know

More financial advisors are blogging as part of their marketing strategies. That’s smart, but do you know what frequency and length of blogs work best?
Financial Advisors: How to Use an eBook to Generate More Leads

EBooks are an inexpensive lead generation tool that can yield many benefits for your firm. Find out how.
What Takes Priority: College or Retirement Savings?

Parents everywhere ask this question every day: do I save for my kid’s college first, or do I save for retirement?
Are We Driving our Retirement Plans into the Ground?

“Too many people spend money they haven’t earned to buy things they don’t want to impress people they don’t like.” -Will Rogers
Laugh in the Face of Market Volatility with One Simple System

One simple system offers an easy way to get, and stay invested, in the market for the long run with less worry and stress.
To Stand Out in the Crowded Financial Advisor Space, Be Original!

Given the upcoming $30 trillion wealth transfer predicted by Accenture, more advisors are turning their sights toward building a younger clientele.
Fiduciary and Suitability: Two Important Words in Every Investor’s Vocabulary

For an investor at any stage of life, there’s always a lot to learn. However, for those of us who prefer to use an outside professional, we fortunately don’t have to learn all the gritty details.
Investors, Step Away from the News!

“We’ve long felt that the only value of stock forecasters is to make fortune tellers look good.” – Warren Buffett For the first half of the year, the markets seemed fun to many investors–anytime you checked your stocks, they were usually up. Recently, however, the markets have started making some moves downward. For […]
For Young Investors, Cash May Be The Scariest Investment of All

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.”
-Ronald Reagan