Throughout my many, many years on this planet, I have been on a lot of boards: Cultural commissions, moms groups, financial planning organizations, women's networking groups...you name it, I've volunteered for it. As anyone who has sat on a board knows, this type of volunteering is not without its challenges. But since the advent of digital marketing and social media, those challenges have multiplied. I'm always excited to lend some marketing expertise to a board or organizat

I've seen a lot of shifts in social media marketing throughout the years. My initial experience was this: I blogged -> I posted almost every day on Facebook -> I developed a following of thousands -> I got a book deal. So, when I started my business, I was focused on content (and still am) and social media marketing because I knew that it worked. But things changed. Facebook shifted how they put things in front of people. Just because people followed you or your page didn't n

It can be a little disheartening looking at some financial advisors who seem to be everywhere, on every social media platform, all the time. You take one look at that and think, "I'll never have time to post like that" - so you don't even try. Because I work with solo financial advisors and small practices, I know they don't have a dedicated team working on their digital marketing. And I'm in the same boat; I'm a small company, so I don't have the bandwidth to be on every soc

Many people worry that AI could be the death of creativity, and in certain creative spaces, it is rather alarming. But when it comes to your business and - in this case - digital marketing, there is no point in putting your head in the sand. AI is here to stay and it's important to know how to leverage it the right way. Am I using AI to help me with my clients? Absolutely! AI has been such a time saver and a great brainstorming partner when it comes to coming up with blog ide

Key Takeaways: Visitors don’t convert because you sound impressive; they convert because they feel understood and see themselves in your messaging. If your site only says “contact us,” you’re losing people. Offer smaller entry points like guides, checklists, or short intro calls. Most prospects need multiple touchpoints to build trust, so your website should guide them from first visit to eventual action, not expect instant decisions. Many of us spend thousands of dollars on

As business owners we all know that our businesses are only as strong as our referral network. That's why I'm always looking for referral partners for myself AND my financial planning clients. I have known Dina Mabry, CLTC with BGA Premier Insurance Solutions , for years, and I've heard from several financial planners that she is not only helpful with finding insurance solutions for their clients...but she's also a delight to work with. A magical combo. So, I asked Dina a fe