
- Oct 31
- 2 min
3 Ways to Motivate People to Make a Financial Planning Appointment
What is the number one problem that most financial planners have? Getting someone to make an appointment. Whether it’s an initial...

- Sep 12
- 5 min
Top of Mind in the Financial Industry: What It Is and How to Stay There
I’ve been looking for a pair of black pants. I’ve checked out lots of websites, but one keeps coming up over and over again: Old Navy. I...

- Sep 6
- 2 min
Your Website Might be Functioning. But It's Not Working
Most of us spend a lot of money on our websites because we have to; our websites are often the first impression we're giving a potential...