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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...
Social Media: The Accountability Partner You've Been Looking For
As I was making my kids breakfast this morning, a CBS This Morning story caught my ear: using social media as an accountability partner....
3 Ways to Increase Your Leads in the New Year
It's the end of the year, which means everyone is thinking about their marketing. When I started in this business, I assumed that the...
Creating Content During the Holidays
As we start moving into the holiday season, I know most of my clients don't really want to think about their marketing and creating...
