6 Tips for Planning a Success Event

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 8th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

In this age of electronic communication and social media, we can sometimes forget the value and importance a face-to-face meeting has in the business development process. In my opinion, events are often times the greatest way to show your appreciation and create needed face time with clients and educate prospects on the benefits of working with firm..Read More »

5 Tips to Jump Start Your Marketing this Summer

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, June 11th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

The lazy days of summer are made for barbeques, fireworks, trips to the beach or lake, and other vacation festivities. It’s also a perfect time to take a good look at your marketing and get a head start on some of those projects that have been on the backburner or seem a little more difficult to focus on in busier seasons..Read More »

Making the Most of Your Conference Experience

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, May 6th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

It’s that time of the year again. Conferences, seminars, workshops and other types of gathering are one of the most valuable resources for those in the advisor community. There are significant opportunities to benefit from the educational, networking, and business development components of these events. Besides, nothing replaces the opportunity to meet face-to-face with your peers.. But like any other business activity, proper planning is essential. Here are 6 ways you can ensure a successful experience...Read More »