I'm picturing you with a "WTF" look on your face as you read the title of this blog. "What do you mean 'no one wants to hear about the coronavirus'? EVERYONE wants to hear about it!"

Well...yes and no.

The news is bad. There's no getting around that. From the stock marke...

If you're sitting back in your office chair today and assuming your clients feel fine about the market because they've got you as their advisor...think again. Even the most seasoned investor is probably feeling more than a little nervous.

I have personally reached out t...

As I've explained in many presentations...content is never wasted.

I can see the defeat in the eyes of many audience members when I tell them that creating content is the key to building a following and engaging an audience. It's pretty much the same reaction I get when...

Being an overthinker, I've thought long and hard about why I enjoy what I do so much. There are the obvious answers: I love writing and I've always been an idea-a-minute person. So, marketing scratches both of those itches.

But the less obvious answer is the one that so...

I've been working with financial advisors long enough to realize that creating a viable business isn't the only thing on their minds. Creating a viable business that can be handed over or purchased and developing a plan for succession is another big piece of the puzzle...

I've been a blogger for a long time and I've often used my blog as an outlet to help me figure things out. I started writing when my husband died in 2007 and since then it's become the way I process.

I'm starting THIS blog that way so that I can admit to you right-off-t...

Despite what you might think, email marketing is NOT dead. In fact, there is still a higher client conversion rate through email marketing. Social media is powerful, but it moves fast. When something pops up in your inbox, you might designate more time to read it.

The b...

This morning I went on a long walk with my four-legged coworker Max and I listened to a podcast that I thought might spiritually recharge me. As is usually the case, I got something unexpected from what I was listening to. Because instead of feeling motivated spiritual...

Did you know that burnout is now considered an official medical disease? According to World Health Organization, "it's a syndrome conceptualized as resulting from chronic workplace stress that has not been successfully managed.”

Sound familiar?

Most of us have experience...

There is a quote that I use in almost every presentation I give to financial advisors:

Incredibly sad, but also very true.

There is a perception that most financial advisors are sharks with good math skills, sitting behind 1980s-looking cherrywood desks, eager to have yo...