by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Jordan, Kaitlyn, Martina, Shelly
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Jordan Cordiner | May 13, 2022 | Jordan, Martina, Podcasts
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on...
by Jordan Cordiner | Apr 14, 2022 | Advisors, Christopher, Jordan, Martina
SEO for financial advisors: why should you care? If you’re planning to grow your business, your business will need exposure—consistently. However, obtaining the attention of prospective clients is an arduous endeavor. Every one of us is a consumer; whether we are...
by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Jordan, Kaitlyn, Manish, Martina, Podcasts, Shelly
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...
by Christopher Norton | Mar 11, 2022 | Christopher, Jordan, Martina, Podcasts
We decided to pivot on social media, putting a pause on the silly, ridiculous content that differentiates us from the rest of the...
by Jordan Cordiner | Feb 15, 2022 | Jordan, Martina, Podcasts
The (Christopher-less) Marketing Team discusses the importance of building a well-rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this...
