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How Giving Services Away Makes Me More Money
If you've hesitated about giving away your company secrets, I understand. It can be hard to part with knowledge and skills you've spent...
Sometimes all people want is a good coworker
If you're a service provider, of course you want to provide quality service. We all have - or should have - processes in place to honor...
Find Something You're Good at that Others Hate Doing
Let me start this blog by saying I love my job - and I should. I own my own business which means I've been free to create exactly what I...
3 Steps to Take Before Wasting Time on a Drip Email Campaign
Creating a drip email campaign has a lot going for it - yes, it's a lot of work up front, but once you're done you just hit the start...
The Best Part About Marketing When You're a Financial Advisor
Yes, I know. Marketing can be a time suck. You don't have time to market because YOU'RE RUNNING A BUSINESS. Of course, it's a cyclical...
Publications are Requiring Subscriptions. Your Blog is More Important Than Ever.
I was researching a subject for a client and clicked on a Forbes article. For the first time, I was required to subscribe before...
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...
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...
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...
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...
