August - 2020

Create Moments of Pride with your Financial Planning Clients

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...

The Most Important Thing You're NOT Getting from Hearsay

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...

How to Train Yourself (and Your Clients) to Take Vacation Time

Arianna Huffington posted something on LinkedIn that I found painfully true: It reminded me of when my sister and brother-in-law took a...

What You Should Expect from an Outsourced Marketing Consultant

How to Make a Financial Planning Website that Doesn't Look Like a Financial Planning Website

Will AI Replace Me as a Content Writer?

The Simplest Tip to Grow Your Business: Just Ask

Digital Marketing: What's the Best Use of Your Time?

We Take Time Off at the Beginning of Parenting. We Should do the Same for the End

Should We Practice What We Preach in Marketing?

4 Reasons Why This Lead Gen Campaign Didn't Work

My Daughter Turned Down a Job Because of the Company's Social Media. Here's Why.

Why it's important to protect your time when you're single and work from home