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 Sullivan Financial Planning who was inspired by the book The Power of Moments. Regardless of where it came's a good one. Kristi and I are in the same mastermind group and we're all reading this book. She, being the stellar student that she is, had read ahead of our last assigned reading and announced to the group that she made a small (but mighty) change in how she acknowledges when a client makes an appointment with her. "I changed the response in Calendly from the generic confirmation of the appointment to say something more congratulatory when

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 many financial planners use for digital marketing while staying within compliance parameters. And while Hearsay offers many products, for the purpose of this piece, we're going to focus on the social media scheduling tool that some broker dealers require financial professionals to use. If you're not familiar with Hearsay, it works much like Buffer or Hootsuite or any other social media scheduling tool. You have a calendar. You have the ability to post an article, video, or graphic to schedule in advance so you can batch your marketing time and make it more

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 three week vacation to tour Australia and New Zealand and the majority of the people they met were taking three months (and not Americans). Last month I took the first five consecutive day vacation I've taken since starting my business four years ago. In case you didn't know - as a business owner you make your own schedule, but your schedule is often at the mercy of the clients you serve (if that's what you allow). Now, we're in the midst of a pandemic, so I didn't actually GO anywhere - I just had a staycation. But I had been feeling burned out and bitter a

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