Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

How early-career advisors can attract loyal clients and grow a sustainable financial practice. Taylor Kovar is the CEO and founder of 11 Financial, where he specializes in personal financial planning, ...

When a new client engages with an agency, making sure that everyone is on the same page regarding the client’s unique strategic goals is the first order of business. Agency account teams can’t devise ...

Let’s face it – the Registered Investment Advisor (RIA) community is still a small world. Even with rapid consolidation, breakaway activity, and the rise of AI-powered firms, most of us feel like we ...

Sam Altman's claim that AI will automate 95% of current marketing agency tasks, as reported in a new book called “Our AI Journey,” could be misinterpreted as an industry death sentence. However, this ...

HubSpot is a powerful CRM platform, and they define content marketing as the “process of planning, creating, distributing, sharing, and publishing content via channels such as social media, blogs, ...

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...