Patricia Marcel, Director, Marketing Client Services
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Telling Your Story: How to Write a Professional Biography
How do you write a professional biography for your website? Follow these five tips to tell your story effectively and win new business for your advisory firm.
Patricia Marcel
06.12.19
Why Giving Back to Your Community Matters—for You and Your Business
Giving back to your community can provide tremendous benefits. Learn how incorporating a culture of volunteerism in your firm can help you attract and retain employees and build your brand.
Patricia Marcel
01.23.19
Convert Prospects into Clients at Events with These 7 Best Practices
How can you plan an event that will help convert prospects into clients? Create an event that is fun, memorable, and engaging with these seven best practices.
Patricia Marcel
06.05.18
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