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Trending This Tuesday, November 22, 2022

FMG

Ebooks/Whitepapers. Free consultations. Build centers of influence, and invest time and effort in building superb relationships with them. So, how can you boost your lead generation strategy and get more qualified leads? Justine Young breaks down what lead generation is plus 11 of the best tools out there to boost your strategy.

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Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go?

Steve Sanduski

Guest: Mindy Diamond , the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options.

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Rohirrim Raises $15 Million in Series A Round Led by Insight Partners to Provide Domain-Aware Generative AI to the Enterprise

Insight Partners

Rohirrim will use the investment to continue building its world-class team and further enhance its platform and offering of secured, company and task-specific language models. With Insight’s investment, Koran joins Rohirrim’s Board of Directors. As of June 30, 2023, the firm has over $80B in regulatory assets under management.

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Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020

Indigo Marketing Agency

You can work with Impact Communications through their hourly consulting service. One-on-One Consulting for Financial Advisors. Best For: High-level financial firms in search of one-on-one consulting and digital marketing services. Exclusive whitepapers, webinars, and management resources . Investments. Technology.