
Do You Really Have Time for That? A Quick Reality Check for Your Marketing Plans
An unexpected task for me as a marketing consultant is to sometimes be the wet blanket. In 95% of the conversations I have with clients,...

Keeping Your Website Team Page Current & How That Can Stop Scammers
I recently had a conversation with a financial planning client who was bringing on a new team member. She said several times, "As soon as...

Podcasting for Financial Advisors: Worth the Investment or a Waste of Time?
Before diving into podcasting, it’s important to consider the resources needed to make it a success. A podcast isn’t just a one-time project

Why Have Your LinkedIn Impressions Declined? Understanding Algorithm Changes and Maximizing Visibility in 2025
I'm a little embarrassed to admit this, but my LinkedIn impressions have taken a nosedive. This isn't something that the average visitor...

What to Do When Your Favorite Social Media Platform Shuts Down
A few weeks ago, I asked my daughter – a regular content contributor on TikTok – what she would do if TikTok was banned in the United...

Natural Language Processing (NLP): Revolutionizing Marketing Content Strategy
Things are changing but, in my opinion, this is a good shift. All marketing should be about the client, not solely about your ranking.

What Businesses Need to Know About Showing Up in an AI Search
If you’ve been searching for services or answers in general on the internet, you’ve likely seen some changes recently. When I Google...

Should Your Financial Planning Practice be on Instagram?
I hate to say this, but any time a client asks me about being on Instagram...there is a moment of dread before I say, "Maybe." One of the...

Why Financial Planners Need SEO-Friendly Blog Content to Attract New Clients
I find that financial advisors fall into two different categories: Some are extremely tech-literate and know exactly what needs to be...

Does Your Financial Planning Practice Come Up in a ChatGPT Search?
A couple of weeks ago, one of my financial advisors told me something interesting. She said she had just gotten off a prospect call with...