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Create Moments of Pride with your Financial Planning Clients

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 from...it'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 sm

The Most Important Thing You're NOT Getting from Hearsay

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

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

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

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