Implement Your Content Marketing Strategy To successfully implement a content marketing plan to support your firm’s overall marketing goals, you need to build an editorial calendar. In a solid, well-planned editorial calendar, everything is planned out in advance, from scheduling to headlines. In this post, Dr. Lee Frederiksen shares some tips for creating an editorial calendar. [su_pullquote align="right"] ...

Get a return on your marketing investment by customizing content to fit your niche. This article offers seven tips for advisers, including being authentic and specific and ending all articles with a call to action. Take your marketing strategy further with this new podcast on creating a cohesive online presence, open to all courtesy of the PFP Section. To read the full article in Advisor Perspectives, click ...

CPAs explain key factors to consider when moving to life’s next chapter. The calendar says it may be time to retire, but how do you know if you are emotionally ready to take that step? The decision to retire is intensely personal, according to Michael Goodman, CPA,PFS, president and principal of Wealthstream Advisors Inc. of New York City, who often counsels individuals on their retirement plans. To read th ...

One of our most popular resources is ready to go with a fresh new look! Use the Analysis of a Tax Return for Financial Planning Opportunities piece alongside a client's 1040 to identify their needs and places to add value, and to open the door for deeper conversations. To read the full article in Smart Brief, click: Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities. ...