When I hear the phrase “digital expert”, I’ll be honest—I’m left scratching my head. In this context, what is “digital”, and how can you be an expert in it? You can be an expert in marketing, finance, technology or operations/logistics, but how can you be an expert in ‘digital’? It would seem that the word […]

by Steve Facini In addition to their normal responsibilities of managing client portfolios, navigating a complex regulatory environment and trying to figure out where the economy and stock markets are headed, Financial Advisors sometimes feel that they should also be experts in digital marketing.   Though the basic tenets of marketing remain the same – developing […]