Is Blogging REALLY Worth Your Time?
Let's be honest - blogging can be something of a time suck. And if you're interrupting your day to come up with SOMETHING to write, you...
What do people value most in a financial advisor?
What do people value most in a financial advisor? That's what Morningstar's 2023 Voice of the Advisor research recently outlined. From...
Is Your Website Wasting Your Time?
I’m applying an online dating rule to website content: Your website should “turn off” 85% of the people who read it. I remember when I...
Create Emails for Your Financial Planning Practice that People Will WANT to Read
It's not uncommon for me to meet with a financial advisor who doesn't want to include email marketing in their overall marketing...
24 Financial Planning Blog Topics to Get You Through the Year
In a previous post, we discussed the benefits of agile marketing (marketing that's a little more on the fly). But there is something to...
Unleashing the Power of Storytelling in Your Marketing Strategy
Anytime you get me talking about marketing, my love of storytelling is going to come up. While marketing through storytelling might sound...