Close

How To Come Up With Niche Marketing Ideas for Financial Advisors

One of the cornerstones of an effective marketing program for financial advisors is narrowly-focused niche marketing. The more specific, the better. Why? Because when you focus your marketing message to a narrow audience, you’re far more successful at a) being heard by people, and b) having those people feel like you and your practice are […]

Read More

Semi-retired by 37: One RIA’s roadmap

In my practice, I take my clients through a process of values-based financial planning, which digs into the “Why?” of their financial plan versus just the “How?” One day recently, I had a lightbulb moment: “Why aren’t I doing this for my career, my family and myself?” At 37, I’ve put six years into building […]

Read More

The CFP Title Game Was All About the Crowd — and Trump

There was a charged atmosphere Monday night. Photo: Sean Gardner/Getty Images Sports crowds are living, breathing, palpable beings: tens of thousands (sometimes hundreds of thousands) of people crammed into an area that you would otherwise never even attempt to cram tens of thousands of people into. It can take on personalities of its own, and […]

Read More

Venables itching to spot the ball in CFP championship

NEW ORLEANS – Third-ranked Clemson and No. 1 LSU last played two weeks ago in the College Football Playoff Semifinal and won’t play the CFP National Championship Game until Monday evening. The long layover proved beneficial in rebuilding the teams’ health after physical games in the semifinals but have players and coaches itching to get […]

Read More