Most financial advisors think they know their clients. They know their date of birth, their risk profile, maybe even where they went on vacation last year. But here’s the real question: Do they really know them? Know Your Client (KYC) is more than a regulatory requirement—it’s the foundation of trust, the bridge between transactions and relationships. Yet, in too many
Financial advising is no laughing matter— or is it? At Bill Good Marketing, we know financial advisors take their work seriously—how could you not? Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate. But let’s be honest: this business
Tom Brady had a coach—Todd Bowles of the Bucs. Bryce Dallas Howard, Hugh Jackman, and Leonardo DiCaprio, along with countless other great actors and actresses, all had coaches to get them where they are. Many of them continue being coached long after their monstrous success. This isn’t a coincidence; it’s a testament…
If you’re interested in a career in finance, you might know at this point that there are several financial services you can specialize in. One of those paths is to advise clients directly. But, did you know that even on that path there are two main options? You can either focus on your client’s investments or you can focus on
