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Using Anger to Build an Audience
On December 11, 2020 the Wall Street Journal published a piece written by Joseph Epstein where he essentially downplayed Dr. Jill Biden's...
Are You Marketing Your Practice to the Correct Head-of-Household?
It's no secret that, more often than not, men and women tend to think about finances differently - that's evident in the fact that most...
A Good Marketing Strategy is just Using Common Sense
Confession time: I don't think I'm a good business person. At least, not in the traditional sense. I've never created a business plan....
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...
