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...

This is a tough subject to talk about with most financial advisors because 99% of of you love numbers and want to know exactly where every penny is going. Unfortunately, not all social media marketing is that easy to track.

So, when I start talking about brand awareness...

I feel like I should start this blog with a confession: I find this "rule" hard to implement myself. As I was redesigning my website I, once again, created content that was geared toward all service providers. After all, shouldn't that be enough of a niche?

As it turns...

Website features and trends are constantly changing and sometimes hard to keep up with. It's a little disheartening to realize that the website you paid thousands to create 5 years ago could be obsolete and not doing what you paid it to do.

Years ago, no one had any con...

Creating content is a time-consuming task; I know because of all the pushback I get from some of my clients. However, "content is king" now more than ever. You're competing for some really popular digital real estate. So, you better make it worth someone's effort to cl...

In a recent conversation with my mother, she told me that she had been talking to a friend of hers who is an author and the friend said, "I don't understand how Catherine can put herself out there the way she does."

Now, given the fact that the book I wrote is a memoir....

marketing as a financial advisor can be a frustrating prospect. Which is why so many of them don't do it. The reason I know so many advisors don't market themselves is because I've seen the fear in their eyes when I mention it AND because when I do start m...