Skip to content

5 Tips to Clean Up Your Marketing Data

Fall and spring cleaning isn’t just for your home anymore. The data we live with also needs a bit of sprucing up too! In today’s data-driven world, maintaining clean and accurate data in your Customer Relationship Management (CRM) system is crucial for the success of your marketing efforts. Clean data ensures that your marketing campaigns […]

Steven Watts
Managing Director,
Marketing & Communications

How Advisors Can Build a Values-Based Culture

  Building a Values-Based Culture Welcome to our 8-part video series on building a values-based culture! In today’s changing world, fostering an environment grounded in core values is more crucial than ever. From the hearts of three servant leaders and members of the Founders executive team, this series will guide you through the essential steps […]

Your Firm’s Website Feels Neglected!

How’s your website doing? Have you checked in on it lately? Is it performing the way you expect and need it to? If not, how can you help it improve? Your website is an incredibly important element of your practice. In many cases, it’s the first opportunity to form a first impression on potential client […]

Steven Watts
Managing Director,
Marketing & Communications

Welcome to NLC 2024!

by Founders Financial — We are thrilled to announce that the National Leadership Conference (NLC) for 2024 is set to kick off this week in beautiful Nassau, Bahamas  — a truly breathtaking island with white sand beaches and world-class amenities for all to enjoy. This eagerly anticipated event promises to be the highlight of the […]

Founders Financial
Back to top Skip to Navigation