Our Blog

October 16, 2019
Financial Advisor or Financial Planner?

Advisor or Planner? I have been researching on ways to market to financial advisors. While looking at Google Trends, I decided to quench my curiosity on how prospects are searching on Google. Based on the chart below (it is dynamic and will change with time), it appears that over the past 12 months, “financial advisor” […]

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