The Diamond Podcast for Advisors: Marketing Tips from a CMO

Published on August 29, 2024

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.

Continue reading on website
Other news

Morningstar Grapples with What Investors Value in a Financial Advisor

August 29, 2024
The new study combines years of research to gauge what clients value most and what areas advisors can focus on in strengthening relationships.

The 50 Percent Rule

August 29, 2024
Rules are made to be broken, so I would call this a 50 percent starting place in your discussion with the client. I certainly wouldn’t recommend only a 50 percent equity portfolio to a young client with a high willingness and need to take risk or the same to any client who had a low willingness and need to take risk.