5 days ago3 min read
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...
Oct 234 min read
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...
Oct 223 min read
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...