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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...
2 min read


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...
3 min read


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...
3 min read


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,...
3 min read


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...
3 min read


5 Questions You Should Ask Yourself Before You Publish Content
Creating content is a time-consuming task; I know because of all the pushback I get from some of my clients. However, "content is king"...
4 min read
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