6 Essentials of a Branding Toolkit
When I returned to Mackey Advisors in 2009 we had a beautiful “brand” created by Jon LoDuca and his team at Wisdom Link. Although we had a messaging guide and a logo that were perfect we [...]
Getting Naked
I would never have purchased the book Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick Lencioni, as the title does not speak to me and I was not [...]
Market Pull
No one at the firm had ever met the young woman on the phone who had just sold her business for several million dollars. “I have researched financial advisors and have decided I want to work [...]