Honing a Marketing and Sales Strategy for 2024

Bill Hortz's picture

[Financial firms are in the midst of planning their 2024 marketing and sales strategies and are grappling with an increasing amount of new marketing technologies, engagement approaches, and marketplace uncertainty.

How Do You Read and Diagnose the Health of the Market?

Bill Hortz's picture

[The maxim “Prescription without Diagnosis is Malpractice” can be applied to many areas, particularly in investing in the stock market where playing hunches, commercing in tips, and following the social media crowd can be a poor basis for an i

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