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Publications are Requiring Subscriptions. Your Blog is More Important Than Ever.
I was researching a subject for a client and clicked on a Forbes article. For the first time, I was required to subscribe before accessing the content. First, I hope this means that Forbes is about to get rid of all their pop ups and ads because I rarely share their articles anymore; all that activity gives me a headache. But it made me realize that more and more publications are going this route, which means that good, free content is going to be harder to come by. And that
Marketing Tools You Should Look for in a Broker Dealer
If you're looking to make a broker-dealer change or are new to the financial planning industry, you're likely doing a lot of research to find the right fit. One of the things that you should consider looking at as you evaluate different B/Ds is what they offer you as far as marketing tools. As we continue to move more and more into digital interaction, your online marketing will become a crucial component to growing your business. How a broker-dealer handles your marketing pr
How Financial Planners Can Stay Relevant in the AI Age
Today on my walk I listened to the NPR podcast The TED Radio Hour, one of my favorites. They've put together a series on work, play, rest and how things have changed during the last couple of years. The last person they interviewed during the "work" episode was New York Times tech writer Kevin Roose who has written the book Futureproof: 9 Rules for Humans in the Age of Automation. During the interview, Kevin - we're besties now so I can call him that - talked about how no ind
