EDUCATION
Pati's Blog
On Pati's Blog, we share growth strategies, financial education, marketing insights, and analyses of the Hispanic and female impact on the economy. It is aimed at business owners, our partners, and bankers.
How to Create a Strategic Content Plan for Your Blog (Focused on Tax and Accounting Clients)
Creating a blog without a clear plan is like preparing taxes without documentation—it just doesn’t work. If you run a tax or accounting office, having a strategic content plan helps you attract more clients, answer their most common questions, and position yourself as a trusted expert. In this article, we walk you through 10 steps to build an effective content strategy that educates, engages, and grows your business.
The Client’s Silence: What a 'Let Me Think About It' Really Means
When a client says “let me think about it,” it’s not a rejection—it’s a sign of uncertainty or fear. This article shows how to interpret silence, reconnect with empathy, and turn hesitation into trust to close deals confidently.
Your Brand Is Not Your Logo: How to Build Trust in the Financial World
Many business owners think branding begins and ends with a good logo—but in the financial world, trust is what truly matters. In this article, we explore why your brand is much more than visual design and how building credibility through consistent communication, digital presence, and storytelling can open doors to funding and growth.