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

In the financial planning world, there is a lot of conversation that happens around inheritance. I know because I write about it a LOT. But there is also another type of inheritance that seems to be trending in the financial world: practices that are being handed down to the next generation of financial planners. A parent is slowly exiting the financial planning practice and leaving it to their adult advisor child to run, per an agreement they've reached together. They still

Inheriting a financial planning practice is a privilege. It’s also a balancing act. You’re stepping into a firm built on decades of relationships, trust, and reputation — often by a parent or founder who poured their identity into it. At the same time, you likely have a vision for where the firm should go next. Maybe you want to attract Gen X professionals. Maybe you want to work more with women executives or business owners. Maybe you want to modernize the brand. The questio