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Give Yourself the Gift of Boredom this Holiday Season
Did you know that burnout is now considered an official medical disease? According to World Health Organization, "it's a syndrome...
How to Use Transparency as a Marketing Tool in your Financial Planning Practice
There is a quote that I use in almost every presentation I give to financial advisors: Incredibly sad, but also very true. There is a...
Creating Brand Awareness as a Financial Advisor
This is a tough subject to talk about with most financial advisors because 99% of of you love numbers and want to know exactly where...
Finding Your Niche As An Advisor Will Make Your Marketing SO MUCH EASIER
I feel like I should start this blog with a confession: I find this "rule" hard to implement myself. As I was redesigning my website I,...
The Magic Button: Why My Clients Love My Online Scheduling Tool
Website features and trends are constantly changing and sometimes hard to keep up with. It's a little disheartening to realize that the...
5 Questions You Should Ask Yourself Before You Publish Content
Creating content is a time-consuming task; I know because of all the pushback I get from some of my clients. However, "content is king"...
Authentic Marketing: Behind Every Business, There's a Person
In a recent conversation with my mother, she told me that she had been talking to a friend of hers who is an author and the friend said,...
Financial Advisors are TERRIFIED of Marketing. Here's why.
marketing as a financial advisor can be a frustrating prospect. Which is why so many of them don't do it.
The reason I know so many adv
Social Media Etiquette
Life would be so much easier if we were back in the Emily Post days of etiquette where the rules were carefully laid out in black and...
The Time for an Audience is BEFORE You Have Something Important to Promote
Wouldn't it be wonderful if we could create an event, write a book, or get a great review and then put it once on social media and...
