Craig Faulkner

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.