

Becoming Indispensable: Answering the Questions Google Can't
How often to you ask yourself what your goal is with your business? If it's not something you've considered recently, you might want to...


Responsiveness vs. Process: Is there a right answer?
You might be tired of me mentioning this book yet again, but the fact that I'm still writing about it should tell you that it's really...


An Important Business Lesson I've Learned From Playing Pool
If I'm being honest, there are probably several business lessons hidden in the game of pool like, "Don't drink too much or you'll suck at...

This is How You Get People to Open Your Social Media Posts
This morning I was thinking about the several digital marketing services I use on behalf of my financial planning clients and how much I...


Create Moments of Pride with your Financial Planning Clients
I'd like to be able to say that the inspirational seed for this idea was my own, but the truth is that it came from Kristi Sullivan with...


The Most Important Thing You're NOT Getting from Hearsay
I know the title of this blog might make it seem like I don't like Hearsay - which is definitely not the case. It's a fantastic tool that...

How to Train Yourself (and Your Clients) to Take Vacation Time
Arianna Huffington posted something on LinkedIn that I found painfully true: It reminded me of when my sister and brother-in-law took a...


How to Get Your Clients to Trip Over the Truth
For the last few months, I've been participating in a mastermind group that I LOVE. If you've never been in one or you're currently in...


An Email Marketing Analogy Financial Advisors Will Understand
I recently received an email from an advisor client who asked this question: It seems like our newsletter open rates have gone down...


Colorado Home Realty's Recipe for Success: An Interview with Broker Samantha Dardano
I've known Samantha Dardano for years through a local networking group - and for most of that time she's been associated with the same...