Mike TumaPresident, Client One Securities, LLC - Creative Edge

Social media is a great way to connect with friends and clients and increase awareness of your business, but for Broker Dealers and Registered Investment Advisors, the SEC and FINRA consider every business related post, comment or “like” on social media sites advertising. With the evolving nature of online marketing, some social media elements such… Read More

The need for financial and retirement planning in this country has never been greater. The recent recession has decreased the value of Americans’ nest eggs and simultaneously shrunk confidence in the ability to retire comfortably. Individuals and families are struggling to make ends meet, and they’re fearful of what the future holds. As an agent or advisor, you’re in a position to understand the challenges of today’s consumer better than anyone — and in an equally important position to help improve the financial outlook for those you serve.