Financial Advisor vs Financial Planner

Financial Planner vs. Financial Advisor vs. Financial Adviser – What’s in a Name?

Do you refer to yourself as a Financial Planner, Financial Advisor, or Financial Adviser? Although you can find specific definitions attempting to differentiate these terms on some websites, within the industry and especially among the general public – your potential clients – they appear to be used interchangeably. However, this does not mean that they…


Make Increasing Brand Awareness a Priority

If the results of ExactTarget’s 2014 State of Marketing Report hold true, it looks like many of us plan to increase brand awareness this year. ExactTarget surveys thousands of marketers each year to identify their top goals. The 2014 report analyzes 2,500+ responses. 46% of respondents said increasing brand awareness was a priority. How do…