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Why Opposites Attract in Digital Marketing
Being an overthinker, I've thought long and hard about why I enjoy what I do so much. There are the obvious answers: I love writing and...
Using Digital Marketing as Part of Your Succession Plan
I've been working with financial advisors long enough to realize that creating a viable business isn't the only thing on their minds....
How Can You Protect Your Time While Still Paying-it-Forward?
I've been a blogger for a long time and I've often used my blog as an outlet to help me figure things out. I started writing when my...
3 Reasons Why Your Email Database Isn't Growing
Despite what you might think, email marketing is NOT dead. In fact, there is still a higher client conversion rate through email...
This Financial Advisor Got Me to Change a Major Habit. Can YOU?
This morning I went on a long walk with my four-legged coworker Max and I listened to a podcast that I thought might spiritually recharge...
Give Yourself the Gift of Boredom this Holiday Season
Did you know that burnout is now considered an official medical disease? According to World Health Organization, "it's a syndrome...
How to Use Transparency as a Marketing Tool in your Financial Planning Practice
There is a quote that I use in almost every presentation I give to financial advisors: Incredibly sad, but also very true. There is a...
Creating Brand Awareness as a Financial Advisor
This is a tough subject to talk about with most financial advisors because 99% of of you love numbers and want to know exactly where...
Finding Your Niche As An Advisor Will Make Your Marketing SO MUCH EASIER
I feel like I should start this blog with a confession: I find this "rule" hard to implement myself. As I was redesigning my website I,...
The Magic Button: Why My Clients Love My Online Scheduling Tool
Website features and trends are constantly changing and sometimes hard to keep up with. It's a little disheartening to realize that the...
