Our Story
Our business was born out of necessity. History shows us that businesses that evolve with the times are the ones that thrive. Charles Darwin famously said, “It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change.” The old cold-calling/direct mail days are dead. We are in a new world that revolves around social media. Today’s high net worth clients are active online and just about everyone uses social media- even the President Of The United States! If you are not using social media you will be left behind. Our mission is to help RIAs use social media to grow their AUM!