by Financial Tech Tools | May 27, 2022 | 2022, Blog, financial advice
We’re hard-wired to make snap judgements. So, within seconds of landing on your financial advisor website, a prospective client is passing judgment on it. Therefore, it’s essential to have a well-designed website. Clients won’t give you a second...
by Alex Hung | May 17, 2022 | 2022, Blog, financial advice
Email newsletters are a great way to stay in touch with your prospects and clients. The point of an email newsletter is to deliver value to your prospect and clients to keep them interested in your services. By sending consistent email newsletters, it will...
