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Swing for the Flag!

The odds of hitting a hole-in-one on a par three are 12,500 to one. The odds of scoring a new lead at the 19th Watering Hole are much, much better. Gin up the buzz around town over your financial advisory practice with Hole in One, a creative marketing tool that...

How to choose a CRM platform

Don’t lose sight of your customers. When you’re a small business owner running your own financial services company, you have to wear all of the hats. That includes marketing and customer relations. It’s not just about leads alone — it’s about...

How to Improve Your SEO

You might be making these common SEO mistakes. Search Engine Optimization, known in marketing circles as SEO, means writing, but not for people—SEO is about writing for computers. That’s an entirely different way of thinking, although some principles,...