AI: Marketing’s Robo Advisor
Artificial Intelligence (AI) has been a buzzword over the last couple of years. It seems like everyone is talking (or posting) about how an AI language model like ChatGPT will be used by companies to replace certain positions, save money, or insert whatever amazing claim you’ve heard. So, what’s our take on ChatGPT in the […]
Your Marketing Planning Checklist
One of the biggest marketing roadblocks we hear about from financial advisors is planning. The reality of marketing planning, for many, looks like dusting off last year’s plan, updating the dates, and developing a budget from there. While it’s helpful to look back at past initiatives for learnings and ideas, simply repeating last year’s marketing plan […]
Holiday Gifting: Your Guide to Client Gifting During the Busy Holiday Season
Are your holiday client gifts ending up in the dark corners of closets or desk drawers? We’ve all been on the receiving end of holiday fruit baskets or waves of cookie tins.
