If your clients don’t worry when the markets drop, you’ve done half your job. Why half? Just because they aren’t panic selling and locking in losses, doesn’t mean they are…
There’s no debating that video marketing is a leading strategy for companies to advertise their business today.
If TikTok has taught us one thing it’s this: It can be hard to keep up.
Are your clients asking about ESG investing? At Idea Decanter, we like to say if you’ve had the conversation at least 3 times, it’s time to record a video. Here are some facts and figures and 3 advisors … each with a unique approach to messaging about ESG.
Ever hear that the third time’s the charm? We believe that’s true for Random Acts of KIT, Idea Decanter’s annual commitment to giving back.