Gil Martinez

Advisor's Edge

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

By Gil Martinez |June 12, 2020

2 min read

Advisor's Edge

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

By Gil Martinez |November 29, 2019

2 min read

Advisor's Edge

Using social media to extend your reach

But be wary of your own power

By Gil Martinez |October 25, 2019

2 min read

Advisor's Edge

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

By Gil Martinez |September 20, 2019

2 min read

Advisor's Edge

What makes a good advisor website?

Tips for establishing an online presence

By Gil Martinez |May 24, 2019

2 min read

Advisor's Edge

10 tips for a good business card

And why the old-school tools still matter

By Gil Martinez |March 25, 2019

2 min read

Advisor's Edge

Taking a better headshot: tips for advisors

First impressions matter

By Gil Martinez |February 25, 2019

2 min read

Advisor's Edge

The first 10 minutes

A wife worries about her husband's extravagant gifts

By Gil Martinez |November 28, 2018

2 min read

Advisor's Edge

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

By Gil Martinez |October 15, 2018

1 min read

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