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Why have a WHY video, and what should it cover?
by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]
Use Video To Improve Your Client Experience & Service
by Tony Vidler The majority of professional service firms do not appear to have really taken advantage of the consumer appetite for video as yet, and it seems they have not done so because it is in the “too hard” basket. Or perhaps because there is a perception that to use video as […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.