May 25, 2017 by Erin Pepler
When creating a team page or online profile, you want to make an impact with your bio without taking up too much space. Nobody is interested in reading a huge wall of text or a long list of the schools you've graduated from (while your education is impressive, a quick overview is more than sufficient). A bio should highlight your skills and accomplishments while engaging the reader with your unique charm (you're super charming, aren't you? I thought so).
May 19, 2017 by Erin Pepler
So much of marketing is image. It's presentation, and professionalism, and delivering a consistent brand that reflects your business and creates familiarity with your clientele. So why, then, would you ever use your phone to take a head shot for your website or other marketing materials?
May 16, 2017 by Erin Pepler
If you’ve been following the news at all this week, you know that a massive cyber attack hit the Internet over the weekend. WannaCry is a ransomware program that freezes your computer, essentially holding your information hostage until payment is received. In this particular case, the hackers demanded $300 of bitcoin (electronic currency) in exchange for the de-encryption of the hacked individual’s files. The number went up if users hesitated to pay within the first several days. Scary, right?
May 11, 2017 by Erin Pepler
Websites weren't always a 'must have' for business, but then again, neither was the debit machine. Can you imagine a world in which you can't check out a business online? For younger generations, it's unfathomable, but even older generations use the Internet to research products, stores, restaurants and service providers. People of all ages read hotel reviews before booking, look for feedback on realtors in their area, and even rate their doctors online. In a few short decades, business websites have gone from something fancy and tech-forward to an absolute must. They're a marketing tool that presents your brand to the world and makes you accessible to both current and prospective clients.
May 9, 2017 by Geoffrey Bailey
Facebook has traditionally been ignored by large sections of the wealth and investment advisory industry as too trivial a social medium to take seriously. People bare their souls on Facebook. They talk about major life events (even if they seem way too personal) and much of this strikes the average wealth advisor as gossipy and beside the point.
According to Facebook, the top 10 most frequently posted life events people added to their timeline include: added a relationship, got married, got engaged, traveled, moved, ended a relationship, had a baby, are expecting a baby, first met, lost a loved one.