One of the first enhancements that takes place post-merger, and often one of the most noticeable, is the office makeover.
For niche audiences, like financial advisors and wealth management firms in particular, content marketing doesn’t just work – it works incredibly well.
It all comes down to knowing who you are, what you do and where you want your business to go.
Simply “selling” your products and services is not your primary goal.
The industry “best practices” of today could be woefully inadequate tomorrow.
It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name!
Danna Jacobs focuses on the financial planning aspect of the business while her brother Robert handles the accounting and tax planning aspects.