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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...
3 min read


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...
2 min read


People are Lazy. Don't Make it Too Hard to Understand Your Value
I've been re-reading Donald Miller's Building a Story Brand for my upcoming mastermind meeting. As always, he has great pearls of wisdom...
2 min read


Small Business Marketing: Target Who Matters & Let Go of the Rest
When I look at trends in content marketing, I get excited about trying new things...up to a point. Then I start looking at what they're...
2 min read


Social Media: The Accountability Partner You've Been Looking For
As I was making my kids breakfast this morning, a CBS This Morning story caught my ear: using social media as an accountability partner....
2 min read


3 Ways to Increase Your Leads in the New Year
It's the end of the year, which means everyone is thinking about their marketing. When I started in this business, I assumed that the...
3 min read
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