Rick Williamson

March 19, 2018

Tailoring Your Marketing Strategy to Build Multi-Generational Relationships as a Financial Advisor Today

Are the current marketing strategies your practice uses positioning you as the “family” financial advisor? Do the members in your clients’ households know you by name? […]
June 28, 2017

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
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