Years may have passed since you first established your firm’s Twitter account. But if any major changes have occurred over time—such as a new business name or brand refresh—then your username may need to change, too. How can you update it to better reflect your firm without losing followers? Below, I’ll walk you through two ways to change your Twitter username, as well as some best practices.

You connect with clients and prospects all the time, whether it’s to e-mail invitations for events and activities or to share interesting or informative content. But have you considered using what you know about them to send messages more tailored to their interests? Ever think how that might improve the chances they’ll engage with what you send them or even recommend you to a friend? 

In our content-driven, constantly changing world, the oldest form of communication has once again become the most successful way to make connections—and businesses are taking note. The rediscovered art of storytelling has given marketing departments a refurbished tool for strengthening brands and bottom lines.

Communication is vital to any relationship, and studies have found that many clients who leave their financial advisor do so not because their investments didn’t perform as expected, but because their advisor didn’t communicate enough with them.

When you have timely, consistent communication with clients about information that applies to them, such as tax law changes or breaking market news, you help build your credibility and, in turn, your clients’ trust in you. Sure, they can find similar information through their preferred news outlet, but getting a message directly from you is more personalized and meaningful.

Is planning events worth the effort? After all, they require a lot of time and money—and the return on investment is minimal if you don't convert prospects into clients.

On the other hand, events can be fun, memorable experiences. Plus, they have the potential to be instrumental in building your business.