Creating Buyer Personas for Your Financial Services Business

A few days ago, I met with a financial advisor who asked me if it would be better to hold a seminar to attract new clients at lunchtime or in the evening. Here’s how the conversation unfolded: Me: Who’s your ideal customer? Financial advisor: Women over 50 Me: Are...

Boost Your Financial Planning Practice Using Plain Language

By David Leonhardt Every business, every organization and every cause needs to understand – and implement – plain language. However few need to adopt plain language as much as financial services and financial advisors. Just ask the Securities and Exchange...