December 2, 2019 | Article
Our founder and CEO, Laurie Marchel, was featured on “On the Money”
Seeking help from individuals who have expertise in blended families can really make or break the process, says Laurie Marchel, co-author of the book, “The Stepmoms’ Club: How to be a Stepmom Without Losing Your Money, Your Mind and Your Marriage.”
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November 25, 2019 | Article
Improving upon marketing language to develop your business
Being able to properly market yourself – namely by telling your unique story and sharing what you do and why – is an important aspect of developing your business. Finances themselves can already be complex enough to understand, so it’s important to able to simplify and write your marketing materials in a language in which your clients and potential clients can better understand what you have to say.
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October 30, 2019 | Article
The holiday season financial check-up
Something that comes along with the cooler weather, besides bundling up to stay warm, is the holiday season. Although the holidays are typically filled with warm memories and gatherings with friends and family, there may be some underlying stressors that relate to financing the season.
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August 28, 2019 | Article
First lagom, now hygge: RoboWholesaler embraces finding joy
Incorporating “hygge” into lives has made its way over to America from its Danish origins. Hygge life defines the Danish concept as a way of helping “people live healthier, happier, and more fulfilling lives” by finding joy in everyday moments.
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July 30, 2019 | Article
Utilizing social media as a tool to grow your practice
In the age of technology, social media is an extremely valuable yet underutilized tool to help financial advisors grow their practices. Whether it’s growing through organic referrals, marketing to a particular audience, or optimizing your search engine visibility, social media is a tool that you can use to your advantage.
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July 8, 2019 | Article
RoboWholesaler featured on FA-Mag.com
The brainchild of industry veteran Laurie Marchel, the site aggregates fund fact sheets and wholesaler information for the top 10 performing equity and fixed-income mutual funds in dozens of categories, ranked only by performance and updated in real time.
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June 26, 2019 | Article
How can you build upon your clients’ financial literacy?
As someone in the financial services industry, you know that making good financial decisions is a key factor in achieving financial security. However, many individuals are still “winging it”, relying on minimal financial knowledge or long-term planning.
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May 23, 2019 | Article
The importance of bonding with your clients’ families
Getting to know your clients isn’t the only important aspect of building a relationship