In both investing and communication, long-term discipline tends to matter far more than reacting to short-term noise. As platforms rise, evolve, and sometimes introduce new uncertainties, financial professionals are increasingly asking thoughtful questions about credibility, reputation, and where trust is built. In “Is there a reputational risk for advisors still on X?” by Robert Burgess, published in Financial Planning, industry voices explore how advisors are navigating those considerations.
Our Marketing Manager, Kelley Muhsemann, offered a perspective grounded in strategy rather than trend-chasing, emphasizing that strong brands, like strong financial plans, are built over time through consistent, client-first decisions. She also notes that while platforms like X once offered meaningful visibility and indirect marketing value for advisors, those benefits have shifted over time, making it increasingly important for firms to reassess whether past advantages still align with today’s brand, compliance, and trust considerations.
Her insights reflect how we think about trust across everything we do: focusing on fundamentals, exercising sound judgment, and staying aligned with our values, regardless of shifting headlines or platforms.
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R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
