5 Different Sales and Marketing Alignment Tips

sales and marketing alignmentSales and marketing alignment—it’s a topic we’ve covered countless times. And, as hard as we try to move on to different subject matter, alignment continues to be an area that many businesses struggle with. In fact, according to a recent study, 90% of marketers say that lack of sales and marketing alignment keeps them from reaching their marketing objectives (source). Continue reading “5 Different Sales and Marketing Alignment Tips”

6 Ways Financial Advisors Can Compete with Robo-Advisors

financial advisor

Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years. Continue reading “6 Ways Financial Advisors Can Compete with Robo-Advisors”