Regarding the mass email that says Merry Christmas or Happy Holidays: the intent, presumably, is to reach out and make some kind of personal connection ...

Mark Halpern, founder of WEALTHinsurance.com, is one of our elite advisor clients, each of whom has a unique brand position. Fundamental to Mark’s is that ...

By Faith Seekings Merry Christmas. Happy Holidays. Season’s Greetings. Happy Hanukkah. Thank you. How about none of the above? We have written elsewhere in this ...

“Coin knows how to deliver a kickass project.” Scott Morrow has the narrowest niche brand in the advisor world, and is living it with ultimate authenticity.  ...

Since the age of about 14, I have kept almost every letter, birthday card, postcard and thank you card I have received.  Along with concert ...

(Cache #214) This blog was originally posted on September 25, 2015. Andris reflects on it, here in October, 2025.

(Cache #212) This blog was originally posted on September 11, 2015. At the bottom of the post, Andris reflects on it, here in September, 2025. ...

It used to be all about authenticity. Now it’s all about faking it – which makes advisors more generic than ever. Want to avoid that ...

“When people ask me what I do, I have an answer. It helps differentiate us from the crowd. And I didn’t have that before I ...

Originally posted November 29, 2013. First a fruit, as in Tangerine, was introduced three weeks ago as the new name…

Clients are switching advisors at a pace not seen since COVID. They are scared because of what is happening with tariffs.

“If you are an active, good quality advisor, the issue is not being busy. It’s about being busy with the right clients. This is where ...