Irene Huhulea

Exchange-traded funds (ETFs) can be a simple, cost-effective approach to investing that provides diversification with a single, convenient, and easy purchase. As of September 2023, the U.S. ETF industry had grown to $7.3 trillion from $4.3 trillion in pre-pandemic years, aided by the 2019 rule passed by the SEC to expand competition in the marketplace.

Buying a new home can be complicated, especially if you're a first-time homebuyer. In fact, a survey conducted by Homes.com found that 40% of Americans believe buying a home is one of the most stressful life events. Despite these challenges, the low interest rate environment of the past 18 months has created historic opportunities for homebuyers. As a result, homeownership increased by 2.1 million in 2020, a notable uptick over the previous year.

Finding new and better ways to connect with clients is always a good idea but it can be challenging. More opportunities to reach prospects are proving useful, especially thought leadership content and digital marketing. We recently sat down with Taylor Schulte of Define Financial to learn about some of the core marketing strategies that have worked well for his team. Below, he explains how advisors can leverage certain tactical approaches to grow their practices.