As you market, consider that people are getting more comfortable talking to robots, but they want you to really be you.
How do I make sure men are responding to my marketing and communications?
To measure your presence in the digital world, first understand your brand personality, says United Capital CMO Gail Graham.
When talking to potential female clients, find ways to get them talking instead of shutting them down.
If you are trying to grow profitably, a big event can be a terrific strategy or a money pit that takes a lot of time and funds away from other profitable endeavors, says United Capital's CMO.
Financial advisors should choose a focused client segment that is a good fit with their life experience, skills and track records.
If you are looking out further than the next five years, one thing you should be devoting more resources to is marketing. Here’s why.