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Publications are Requiring Subscriptions. Your Blog is More Important Than Ever.
I was researching a subject for a client and clicked on a Forbes article. For the first time, I was required to subscribe before...
Marketing Tools You Should Look for in a Broker Dealer
If you're looking to make a broker-dealer change or are new to the financial planning industry, you're likely doing a lot of research to...
How Financial Planners Can Stay Relevant in the AI Age
Today on my walk I listened to the NPR podcast The TED Radio Hour, one of my favorites. They've put together a series on work, play, rest...
People are Lazy. Don't Make it Too Hard to Understand Your Value
I've been re-reading Donald Miller's Building a Story Brand for my upcoming mastermind meeting. As always, he has great pearls of wisdom...
Small Business Marketing: Target Who Matters & Let Go of the Rest
When I look at trends in content marketing, I get excited about trying new things...up to a point. Then I start looking at what they're...
Social Media: The Accountability Partner You've Been Looking For
As I was making my kids breakfast this morning, a CBS This Morning story caught my ear: using social media as an accountability partner....
3 Ways to Increase Your Leads in the New Year
It's the end of the year, which means everyone is thinking about their marketing. When I started in this business, I assumed that the...
Creating Content During the Holidays
As we start moving into the holiday season, I know most of my clients don't really want to think about their marketing and creating...
Don't Need New Clients? You Still Need to Market
This topic has come up a few times in the last month: If I don't need any new leads...do I REALLY need to market my business?...
You Never Know What Might Resonate with Your Audience
Sometimes it pays to think outside the box when it comes to content marketing. Just ask my client, Debbie Charpentier. Debbie is always...
