In the world of financial planning, open communication between clients and their planners is essential for creating successful strategies and achieving financial goals. However, many clients tend to avoid discussing certain topics due to discomfort, lack of knowledge, or fear of judgment. Through working with financial planners for over a decade, we’ve explored the common...
As Shopify wrote on a recent blog: Branding is the process of creating a distinct identity for a business in the mind of your target audience and consumers. At the most basic level, branding is made up of a company’s logo, visual design, mission, and tone of voice. But I like to see it as a...
In my journey as a professional communicator assisting financial planners with their communication strategies, I’ve observed a common challenge. Some call it “Out of sight, out of mind” – I like to call it “Out of site… out of mind”. Put yourself in your client’s shoes: you’ve had a phenomenal meeting, the advice is sound,...