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...

3 Ways to Motivate People to Make a Financial Planning Appointment

Top of Mind in the Financial Industry: What It Is and How to Stay There

Your Website Might be Functioning. But It's Not Working

Should Your Business be on Twitter?

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