Author: matt540

It’s no secret that in less than a decade, social media has transformed the way we do business, and the way clients prospects find and engage with their advisor. The Putnam Social Advisor Study conducted this year solidified that fact, finding that 81% of respondents...

I’ll admit it, I have a tendency to be somewhat of a realist. I poke holes in things, look for better, more efficient ways, and am never quite satisfied with someone or something simply being “good"…..I want “GREAT!” While this helps me excel at coaching...

Many of my adviser clients have some of their biggest months between now and Labor Day. How? They use the summer months, when the majority of people are in a pretty good mood, to stay connected with clients and actively look for opportunities to engage...