6 Key Value Propositions A Good Financial Planner Can Provide - bit.ly/1mmDQrc

It’s Las Vegas, and Davin and Bob Carey have a full house. Topics were succession planning and adding wealth management to CPA practices. #AICPAENGAGE #financialplanning #wealthmanagement #AICPA

Pinch me! Two of the best marketers I know joined our SigniFI Elite Advisor Marketing team at Avantax this week. Welcome aboard, Bridget Rosebeary and Lauren Stradinger!

The irony of "soft skills" is that they're often the hardest to master. Leadership, communication, collaboration, creativity, and adaptability may not be technical, but they're increasingly vital. Behavioral, social, and emotional skills are what make humans indispensable.

Content marketing continues to be one of the most important business activities for anyone who competes in the expertise economy. If you're not communicating and educating with your audience, you're falling behind.

Brushing up on SEO skills today thanks to Lindsey Miller. 👌🏻

Game day 🏈 #GoPokes

Future Chi Omegas, just like their mamas 👯‍♀️ #GoPokes

Tax-Smart Financial Planning: Why Collaboration Is Key For CPAs And Financial Advisors hubs.li/H0XYqVn0 Written by Charlene Wehring of Wehring Wealth Management

Congratulations to one of our very first SigniFI Elite Advisor Marketing Charlene Wehring on being named to the national Forbes Finance Council! Her inaugural guest article for Forbes is now live: lnkd.in/grgVZV5N

#GoPokes

A common question we hear is, "If I'm already growing organically and have more referrals in the pipeline than I can handle, why would I need to market?" I'm excited to dig into this topic Monday morning during the Top Producer Summit in Tucson!

We had so much fun on Friday surprising Kristen Uhrmacher at Waller Middle School with our fourth annual Grants for Gratitude! Thanks to @enidnews for the article and photo. enidnews.com/news/waller-te…

Year end is an important time to have financial planning discussions. It's also critical that your advisor have tax knowledge to help you make the most of financial opportunities. With our in-house tax, accounting & financial services teams, we've got you covered.

Welcome to our new shareholders! Stephen O’Neill, Andrew Gaskill, Andrew Barnes and Aaron Waters have worked for our firm for a combined 40 years and now join CEO Kyle Brownlee as owners of our financial services firm. The future looks bright with these leaders at the helm. 🤩👏🏻

#gopokes

#gopokes

#GoPokes

Congratulations to another of our SigniFI Elite Advisor Marketing on being named to the Forbes Finance Council! The team at Thielen & Associates, Inc. is incredibly smart, kind and hard working, and we're thrilled to help expose more people to their expertise.

Interesting data from Spectrem Group on what, really, impacts Client Loyalty. They are a very credible researcher. Suspect a few of these results will be surprising? Note how heavy the impact is for 'just' being prompt in returning phone calls... advisorpedia.com/growth/9-facto…