Insights

The Art of Naming Your Advisory Firm

By Berta Aldrich, Managing Director, CMO, CHRO / Choosing a name for your firm is one of the most exciting decisions you’ll make when going out on your own, but it’s important to do it right. A great name sets the stage for your brand by giving potential clients an idea of what they can expect from you. It also has the power to leave a lasting impression.   ...

Published: August 25, 2020

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Tips for Setting (and Achieving) Goals for Your Advisory Business

By Berta Aldrich, Managing Director, CMO, CHRO / It is important to assess your current business situation in order to determine where you can improve. Take a look at the previous year and identify what worked well for your firm, and more importantly, what did not work so well. This will help create clarity, present learning opportunities, identify areas that need improvement, and help you build a foundation...

Published: December 30, 2020

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