Marketing

It's important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use.

Survey findings show investments in social media to surpass other marketing expenditures in 2021.

Facebook represents a two-way street for building relationships. You learn more about your clients and they learn more about you. 

COVID-19 didn’t kill the wholesaler; the digital marketing-communications revolution did. 

Presenting digitally takes a different skill set than presenting in-person.

The pandemic has accelerated the spread of remote work so much that many firms have adopted digital communication and collaboration platforms without building out the necessary policies and procedures to prevent mistakes.

Don’t underestimate the power of social media and its ability to mobilize, organize, motivate and influence people, including clients.