Strategic Marketing Consulting, Coaching, & Training for Exceptional Financial Services Firms
The two Principals of Stella Oak Financial & Insurance Services — Brandon Matloff, CLTC® and Suneel Garg, MBA, CLU® — have always been attracted to bold ideas.
In honor of our two-year anniversary, here’s a look back at WGP’s history through the eyes of partners Laura Landergott and Darcy Ripple. In the
Within a decade, women in the U.S. will control $30 billion in assets. Here’s how financial advisors can meet their needs. Nowadays, according to Bloomberg, American
April 2021 is Financial Literacy Month. According to a recent FINRA study, 53% of adults are financially anxious. As if that weren’t enough, a staggering 78% of
Women’s History Month in March 2021 is a great time to honor women within your practice, client base and communities by celebrating their histories and
Here we are in 2021, and…not much has changed since 2020 ended. Alas, our tumultuous public health, political, and day-to-day life situations rage on. As
So, 2020 happened. And every business owner wants to know what 2021 will look like. That’s a difficult prediction, but we do know this: now