Monthly Archives: September 2011

Social Media: Not Just for Your Kids!

We thought this video report issued by the Wall Street Journal recently really sums up the story as it relates to financial advisors and social media. The editorial staff at Dow Jones discussed the pros and cons of using social … Continue reading

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Practicing What We Preach!

After a great 3 year run, we decided to upgrade our new web site to the PR 3.0 era. Thanks again to the great work by Bop Design on designing and developing our new home page. Let us know what … Continue reading

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