Is Your Financial Advantage Real?

Is Your Financial Advantage Real?

by | Feb 17, 2026 | Blog, Finance

Is Your Financial Advantage Real? Why Niche Audiences Sell More Finance Books Than Broad Expertise The Short Version Niche audience positioning is the strategy of defining a specific reader profile—their situation, their emotional problem, and their decision-making...
Marketing the Inheritance Economy

Marketing the Inheritance Economy

by | Feb 2, 2026 | Blog, Finance

Marketing the Inheritance Economy The Short Version 81% of inheritors plan to fire their parents’ financial advisor within one to two years of receiving their inheritance. The wealth transfer problem is a fundamental structural economic shift that reshapes who holds...

Where Is the SEC Marketing Rule Two Years Later?

by | Jan 19, 2026 | Finance

Where Is the SEC Marketing Rule Two Years Later? The Short Version Financial advisors were limited on client reviews and testimonials for marketing for 60 years. In 2022, the ban was lifted as it no longer appeared that sharing testimonials and endorsements qualified...