One of the reasons I love having a monthly marketing meeting with my clients is to regularly check in on the goals and direction of their business. Sometimes they don't even realize that something has shifted until they say it out loud. This was the case recently when I talked to a client about how they feel things are going. "Well, I don't think we want to bring on any new clients for the rest of the year," he said, and my ears perked up. "Then our goal needs to shift." Now,

In a previous blog, I talked about how I know people want me to tell them that social media is dead and that they don't need to waste their time on it anymore. And while I'm all about being efficient and not spending time you don't have on marketing strategies that don't work...unfortunately, social media is here to stay. But this segues perfectly into another question I often get: "If you could pick ONE marketing task, which one moves the needle the most?" To that, I have to

If you’re a solo financial advisor or running a small financial planning practice, chances are your 2027 marketing budget does not include a Super Bowl commercial. And that’s okay. One of the biggest misconceptions about marketing is that you need a huge budget to make meaningful progress. For smaller financial planning firms, the bigger question isn’t necessarily how much you spend. It’s whether the things you’re spending money—and time—on are working together. As you put to

I often get questions about social media - mainly, "Is it still worth it?" And while I know the asker is always hoping I'll say, "You know what? You really don't need it anymore" and take something off their to-do list...that's not going to happen. I know social media can be a lot of work. And how it's viewed and used seems to change daily. But it still has its place in this ever-changing technological landscape. That's because these days, it's not just potential clients who

I was just going through the analytics for my clients and starting to feel a little blue. I don't know if this is a good or bad thing, but when I see little red numbers and an arrow pointing down...I take it a little personally. At the very least, I want to know WHY. Did Google change its algorithm? Did my SEO stop working? Do I need to start over? Usually, the answer is much simpler. It might just be summer. Website traffic isn't supposed to climb every single month. Just li

Key Takeaways People search differently in AI than they do in Google. AI searches are longer, more conversational, and include personal context. SEO still matters—but it's no longer enough on its own. Your content should be optimized for both Google and AI search. Answer real client questions. Content that addresses specific situations is more likely to appear in both search results and AI-generated answers. Write like you talk. Conversational, helpful content mirrors how peo