Category: Practice Management

The Impact of AI on Marketing

AI marketing can be defined as the melding of AI technologies with customer and brand experience data, which allows marketers and salespeople to gain deeper and more precise insights into the customer journey and market trends.

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Should Married Couples Combine Finances?

One of the more consequential decisions a newly married couple will make at the start of their marriage is whether to combine their financial lives or keep their finances separate. There is no one right answer since it depends upon a couple’s financial circumstances and preferences.

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Is Podcasting Right for You?

Podcasts have become one of the chief ways to reach audiences in recent years. Podcasting is an excellent way for financial professionals to expand their reach and build trust and credibility within their target markets, generate leads, and establish personal connections with the investing public.

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Sudden Wealth Syndrome

Who among us hasn’t wished to win the lottery or receive a large inheritance from some rich, unknown uncle? It’s a natural and generally harmless exercise imagining having extraordinary wealth and the things we would do with it. Sometimes that dream does come true. And, not infrequently, it becomes a nightmare. It happens often enough to have its own name—Sudden Wealth Syndrome.

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