

Create Moments of Pride with your Financial Planning Clients
I'd like to be able to say that the inspirational seed for this idea was my own, but the truth is that it came from Kristi Sullivan with...


The Most Important Thing You're NOT Getting from Hearsay
I know the title of this blog might make it seem like I don't like Hearsay - which is definitely not the case. It's a fantastic tool that...

How to Train Yourself (and Your Clients) to Take Vacation Time
Arianna Huffington posted something on LinkedIn that I found painfully true: It reminded me of when my sister and brother-in-law took a...


How to Get Your Clients to Trip Over the Truth
For the last few months, I've been participating in a mastermind group that I LOVE. If you've never been in one or you're currently in...


An Email Marketing Analogy Financial Advisors Will Understand
I recently received an email from an advisor client who asked this question: It seems like our newsletter open rates have gone down...


Colorado Home Realty's Recipe for Success: An Interview with Broker Samantha Dardano
I've known Samantha Dardano for years through a local networking group - and for most of that time she's been associated with the same...


Do Your Clients Have a Right to Know if You're Pro or Anti-Mask?
Lots of businesses have been slowly opening up which means they've had to (hopefully) take a look at how they run things. For my clients...

How to Post on Social Media Without Losing Your Audience
To say that the atmosphere these days is "charged" is an understatement; from mask-wearing to our personal experience with race...the...


Creating Peaceful Marketing During a Time of Chaos
When it comes to marketing these days, we walk a very fine line. We can't be divisive, which could happen very easily given how sensitive...


How to Become the Next Toilet Paper
As I stood in front of the bare shelves of my local grocery store, wondering if I was going to have to use leaves for my personal needs...