Brian Portnoy and Amy Mullen on Achieving Financial Well-Being

Brian Portnoy and Amy Mullen

In this episode of On the Circuit, Brian Portnoy (CFA and Founder at Shaping Wealth) and Amy Mullen (CFP® and President of Money Quotient, Inc.) discuss the intricacies of human-first financial planning and how to better equip advisors to deliver the best advice. Ever wondered what sets the best financial advisors apart from the rest? …

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How to Register Your Firm on Apple Maps

Apple maps

Looking for a totally free, easy way to put your firm’s name in front of the millions of Apple users across the globe? The answer lies in Apple Maps – a free navigation application that’s automatically installed in every Apple-made mobile device. And just like we showed you how to register your firm on Google Maps,…

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The Advisor’s Guide to Evaluating Tech Vendors at Conferences

advisor conference

It’s conference season once again – and whichever conferences you choose to attend, you’re bound to run into tech vendors.  But with all the smiling faces and shiny booths at these events, it’s easy to get sidetracked – or to even forget what tech your firm really needs.  Related: 9 Tips for Getting the Most Out…

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How to Register Your Firm on Google Maps

A huge battle for many financial advisors is simply getting the word out about their services. Sometimes marketing feels like you’re screaming from the rooftops – but no one can hear you. Wouldn’t it be great if you could put a big, fat arrow on a map pointing directly at your firm? In a way,…

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SEO for Financial Advisors: 5 Things Every Firm Should Know

SEO for Financial Advisors

For many firms, search engine optimization (SEO) is an unexplored frontier. It’s the thing you know you’re supposed to be doing to help your firm’s marketing, but at the same time – you’re not really sure what it is or how you’re supposed to do it. It’s enticing and vague, and often pushed to the…

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