In the News

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Going Beyond Social Media to Reach Millennials

When marketing to millennials, many financial advisors’ immediate thought consists of two words: “social media.” While that channel certainly has a role to play, marketing to millennials is a lot more complicated than that.


Podcasting: An Untapped Marketing Opportunity for Financial Advisors


Why advisors can’t ignore text messaging 


USA Financial Launches Two New Financial Advisor Podcasts

Mark Mersman and Matthew Eilers of USA Financial launch original podcasts for financial advisors.


No Broker Protocol? No problem.

Broker Protocol exits got you worried? Don’t panic, and don’t feel trapped.


Video marketing: The 21st century version of judging a book by its cover

Videos can provide key details about a financial adviser in an easy-to-consume format that many potential clients prefer.