

The Work Year is Divided into 2 Sections. Here's how to Make the most of Both.
I find that the work year is divided into two time periods: January to May and September to November. No one wants to work much during the holiday season and it's usually not worthwhile to even attempt to get anything meaningful done with clients over the summer. This means you need to make the most out of your peak months of work. So, what should you focus on with your marketing? September - November: Looking forward to the next year. I find that this time of year is best sp

Is it Time for a Website Refresh? These 5 Questions Might Help
I'm in the process of refreshing website content for a client I've had for years. Even with clients I feel like I know really well, it's important for me to ask some key questions about their business at least every two years. While the foundation of what we do often stays the same, there are things that evolve - and that should be reflected on our websites. I can get a LOT of content from clients answering just a few key questions and I can tell they get a lot out of answeri

Do I Always have to be Living my Best Life?
I'm a big reader, podcast listener, audiobook fan - pretty much if something has interesting information I'm on board. Throughout the years I've read or listened to lots of books about how to get the most out of your workday, how to create a successful business, and generally how to live your best life. And it's exhausting. I'm currently listening to a book that encourages you to think about your next day in positive ways before you go to sleep. It's telling me, "Don't look a

Advisors & Compliance: Why is it us against them?
I'm a bit of a woman on the edge right now. This has been a rough week for me with getting things approved by compliance. For anyone who works in the financial industry you know that marketing your business in any way can feel like an uphill battle. And as a person who solely works with advisors I'm well aware of this - that's a big part of the reason why I have a job. I'm willing to work on the compliance piece of it so that you don't have to. Here's the thing. There will al