September 23, 2020

You might be tired of me mentioning this book yet again, but the fact that I'm still writing about it should tell you that it's really good.

My epiphanies while reading The Power of Moments have been trickling in because my Mastermind group has been slowly reading it ov...

September 21, 2020

 If I'm being honest, there are probably several business lessons hidden in the game of pool like, "Don't drink too much or you'll suck at it" and "Don't bet all you've got in your wallet on one shot." But in this case I'm going to focus on one that we can all use.


September 15, 2020

This morning I was thinking about the several digital marketing services I use on behalf of my financial planning clients and how much I love them except for one thing: how they format their social media posts.

They're offering great article solutions that are complianc...

August 24, 2020

I'd like to be able to say that the inspirational seed for this idea was my own, but the truth is that it came from Kristi Sullivan with Sullivan Financial Planning who was inspired by the book The Power of Moments. Regardless of where it came's a good one.


August 21, 2020

I know the title of this blog might make it seem like I don't like Hearsay - which is definitely not the case. It's a fantastic tool that many financial planners use for digital marketing while staying within compliance parameters. And while Hearsay offers many product...

August 11, 2020

Arianna Huffington posted something on LinkedIn that I found painfully true:

It reminded me of when my sister and brother-in-law took a three week vacation to tour Australia and New Zealand and the majority of the people they met were taking three months (and not Americ...

July 15, 2020

For the last few months, I've been participating in a mastermind group that I LOVE. If you've never been in one or you're currently in one that doesn't keep you motivated, I recommend finding a group that encourages and educates you as much as mine does. It's a busines...

July 9, 2020

I recently received an email from an advisor client who asked this question: It seems like our newsletter open rates have gone down because of summer. Should we stop sending them for a few months?

Of course my immediate answer was no and there are lots of reasons for th...

July 8, 2020

I've known Samantha Dardano for years through a local networking group - and for most of that time she's been associated with the same real estate agency. So, when she made a switch to Colorado Home Realty, I was curious to find out why.

Along with looking for a better...

June 28, 2020

Lots of businesses have been slowly opening up which means they've had to (hopefully) take a look at how they run things. For my clients who are service providers, it also means they've had to make some changes.

Many are still working remotely, but some have opened up s...

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