Key Takeaways: “Anyone, anywhere” makes you harder to find. Broad positioning weakens both traditional SEO and AI search because it gives algorithms too little specificity to confidently recommend you. Anchor locally, scale virtually . Lead with a clear home base for credibility and discoverability, then explain your ability to work with clients nationwide through virtual planning. Specificity beats size. Defining your ideal client and the states you actually serve is a stron

As the sister of a CFP®, I’ve watched my sister grow a financial planning practice to beyond successful. I watched her from the beginning, attending every networking event she could to make connections, to the present day, where she’s able to raise her rates and pick and choose who she works with. That’s the dream, right? This has taken a lot of effort on her part – especially when it comes to marketing. Years ago, she attended a Michael Kitces event where he encouraged cons

When you’re a business owner, there is a fine line between being too “flip” and being so “professional” that it can be a turn-off. The point of implementing these tools is to create a memorable marketing experience. And humor can be a great way to go about this. Here are a few stats: 90% of consumers are more likely to remember funny ads. 55% of executives said humor gets attention better than no humor, and 72% said it attracts buyers to new products. 24% of companies use

Do you remember back in the day when we used to spend a TON of time going to in-person networking events that may or may not have generated viable leads? Coffees that would last an entire morning, evening events when you had to find a babysitter, and rooms full of people that gave you just that slightest twinge (or full-blown) anxiety. These days, thanks to the wonders of technology, in-person networking can be just part of your business-building strategy because much of our

Because I work with financial advisors, the end of the year is all about wrapping up the year when it comes to your finances - celebrating wins, learning from mistakes, and generally just understanding what your money taught you this year. But as I've been working on client blogs, I've realized that you can also look at your marketing to see what it taught you this year. Here are some things to take a look at: How consistently did I show up this year? Did you publish newslet

Key Takeaways Topic clusters signal authority and help you own an entire problem space, increasing your chances of being cited in AI-driven search results. Internal linking hubs keep visitors engaged, improving navigation, time on site, and the engagement metrics Google now prioritizes. User experience is a ranking factor, with page speed, mobile optimization, and scroll depth playing a major role in modern search performance. If the past year has taught us anything, it’s thi