Financial planners: Let’s make it personal

If you are a financial planner, now is the time to differentiate your services. In a time where diversity is being celebrated, and personal interaction is on the decline – making things personal is the way to stand out. It doesn’t have to be pink nail polish – although that would certainly work – but it...

Financial Planners: What does Google say?

We Google financial planners. A lot. Most of them, don’t even come up on the radar – and if they do, it’s on some business directory that has old information for them. Others… we find that there are other financial planners in America or Europe with the same name (this happens more than you’d think!)....

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