

No One Wants to Hear About the Coronavirus Anymore
I'm picturing you with a "WTF" look on your face as you read the title of this blog. "What do you mean 'no one wants to hear about the coronavirus'? EVERYONE wants to hear about it!" Well...yes and no. The news is bad. There's no getting around that. From the stock market to full states on lockdown, we're so inundated with bad news that it's become mentally and physically exhausting. And I believe the tide is turning on what people actually want to hear. During the last two w

How to Talk to Your Financial Planning Clients About What's Going On
If you're sitting back in your office chair today and assuming your clients feel fine about the market because they've got you as their advisor...think again. Even the most seasoned investor is probably feeling more than a little nervous. I have personally reached out to all of my clients and advised them to touch base with their client database, either through email or digital marketing (preferably both) to give their thoughts about what's going on. I hope you caught that la


Just Keep Posting, Just Keep Posting...
As I've explained in many presentations...content is never wasted. I can see the defeat in the eyes of many audience members when I tell them that creating content is the key to building a following and engaging an audience. It's pretty much the same reaction I get when I tell them they should start a newsletter. Typically, people don't want to start a newsletter because they don't think they have enough people in their database. Here's the thing: if you have two people, you

Why Opposites Attract in Digital Marketing
Being an overthinker, I've thought long and hard about why I enjoy what I do so much. There are the obvious answers: I love writing and I've always been an idea-a-minute person. So, marketing scratches both of those itches. But the less obvious answer is the one that solves the "why do I love working with financial advisors so much" question. If I'm being honest, I'm a pretty vague planner and numbers usually make me glaze over. I have never had any interest in the market and