Author: Mandy Szewczuk
Dec
4
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Refresh vs Rebrand: Which One Works for You?
Over the last few months, we’ve shared several blog articles that can help you get back in touch with your marketing components such as your...
Nov
13
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Brand Freshness Check: Is your Logo Outdated?
One of the most defining features of a brand is its logo. Most of the places we eat, websites we visit, and services we utilize...
Oct
16
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Mission Statement Impossible: Tips for Writing Your Best Mission Statement
You’ve got a clever tagline in your email and on your business cards that sums up your unique practice, don’t you? As a financial professional,...
Sep
7
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Welcome to the Industry, Kids: Tips for Managing an Internship
After you’ve successfully completed the searching and hiring process to bring an intern into your office, you might think that the work is done. However,...
Aug
2
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Mentoring the Best and Brightest: Tips for Hiring an Intern
One of the best things about being a successful financial professional is finding ways that you can give back. This doesn’t only mean to your...
May
30
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Recap of the EFA 2023 Advisor Forum
Now that we’ve had some time to decompress from the amazing time at the EFA 2023 Advisor Forum on May 1-3, looking back over the...
Apr
24
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Hydration Station
Hydration is the name of the game! We all know we should be getting through our 8 glasses of water a day, we all know...
Mar
27
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Planning Advice For Plan Participants
As a financial professional working with employers who want to offer retirement plans, you’re well aware of the benefits of the various plan types to...
Aug
15
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5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
Jul
19
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4 Tips for Talking to Clients about Turbulent Markets
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth...
