Key Takeaways: Visitors don’t convert because you sound impressive; they convert because they feel understood and see themselves in your messaging. If your site only says “contact us,” you’re losing people. Offer smaller entry points like guides, checklists, or short intro calls. Most prospects need multiple touchpoints to build trust, so your website should guide them from first visit to eventual action, not expect instant decisions. Many of us spend thousands of dollars on

As business owners we all know that our businesses are only as strong as our referral network. That's why I'm always looking for referral partners for myself AND my financial planning clients. I have known Dina Mabry, CLTC with BGA Premier Insurance Solutions , for years, and I've heard from several financial planners that she is not only helpful with finding insurance solutions for their clients...but she's also a delight to work with. A magical combo. So, I asked Dina a fe

In the financial planning world, there is a lot of conversation that happens around inheritance. I know because I write about it a LOT. But there is also another type of inheritance that seems to be trending in the financial world: practices that are being handed down to the next generation of financial planners. A parent is slowly exiting the financial planning practice and leaving it to their adult advisor child to run, per an agreement they've reached together. They still

Inheriting a financial planning practice is a privilege. It’s also a balancing act. You’re stepping into a firm built on decades of relationships, trust, and reputation — often by a parent or founder who poured their identity into it. At the same time, you likely have a vision for where the firm should go next. Maybe you want to attract Gen X professionals. Maybe you want to work more with women executives or business owners. Maybe you want to modernize the brand. The questio

Key Takeaways: “Anyone, anywhere” makes you harder to find. Broad positioning weakens both traditional SEO and AI search because it gives algorithms too little specificity to confidently recommend you. Anchor locally, scale virtually . Lead with a clear home base for credibility and discoverability, then explain your ability to work with clients nationwide through virtual planning. Specificity beats size. Defining your ideal client and the states you actually serve is a stron

As the sister of a CFP®, I’ve watched my sister grow a financial planning practice  to beyond successful. I watched her from the beginning, attending every networking event she could to make connections, to the present day, where she’s able to raise her rates and pick and choose who she works with. That’s the dream, right? This has taken a lot of effort on her part – especially when it comes to marketing. Years ago, she attended a Michael Kitces event where he encouraged cons