This Financial Advisor Got Me to Change a Major Habit. Can YOU?

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 spiritually, I felt supercharged in an entirely different way. I decided to make a change in my finances. Now, the reason I'm telling you this is not to give you the financial advice I took away from this interview. I'm telling you this because obviously this financial planner said something so powerful and in such a way that not only made me, Jane Investor, want to make a change... it made me question how he did it. The interview was o

Give Yourself the Gift of Boredom this Holiday Season

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 experienced this in one form or another. Here's how it can show up (source): Feelings of energy depletion or exhaustion Increased mental distance from one’s job, or feelings of negativism or cynicism related to one's job Reduced professional efficacy If this is starting to resonate with you, you're not alone. I think we've all experienced this at some point in our careers. But here's the thing: I think it's easier to make changes (like

How to Use Transparency as a Marketing Tool in your Financial Planning Practice

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 you sign over every asset you own so they can do something with it that they're reluctant to disclose to you. Unfortunately most financial advisors don't do anything to change this perception when it comes to their marketing. And let me tell you - PERCEPTION IS EVERYTHING when you're talking about digital marketing. Perhaps back in the day when that desk was in style, you might have new clients just walk in your office door loo

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