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How White Glove is Pioneering Captive Marketing

How White Glove is Pioneering Captive Marketing

We can confidently say 2020 forever changed not only the financial industry, but the...

raynasouthart February 10, 2021
New SEC Amendments – What Do They Mean for Advisors?

New SEC Amendments – What Do They Mean for Advisors?

Since the adoption of the Investment Advisers Act of 1940, advertising, the referral process...

raynasouthart January 21, 2021
Top 6 Trends for Financial Advisor Marketing in 2021

Top 6 Trends for Financial Advisor Marketing in 2021

The market for financial advisory services is ever-changing. The changes have come even faster...

raynasouthart December 22, 2020
Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!

Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!

Rewind back to January when client acquisition was at a seasonal peak. You're likely...

raynasouthart December 18, 2020
Captive Marketing – The Trend for 2021 and Beyond

Captive Marketing – The Trend for 2021 and Beyond

Financial advisors, other professional advisors and micro-businesses should be aware of a trend positioned...

raynasouthart November 30, 2020