Wednesday, January 19, 2022

3 Story Ideas that Are Yours for the Taking

Video can be a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them.

Laura Garfield and Sharon Gottula, co-founders of Idea Decanter, highlight why advisors must “find their story” to facilitate a successful video marketing campaign.

Learn how video can serve as a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them too.

Latest news

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

When Does a Divorcing Client Need a Forensic Accountant?

Maybe not as often as their attorneys think. Here’s a look at when it may or may not be beneficial. (By Kathy Costas)

Why Putting Off Retirement Might Help Ward Off Dementia

A new study shows measurable differences in cognitive decline between those who bow out of the workforce earlier versus later in life.

Video Compliance Doesn’t Have to Be a Nightmare

This Raymond James advisor was fearful because of past experience but sailed through after learning the rules. (By Laura Garfield)