What’s a Funnel and How Do You Build One?
Marketing funnels can often feel like a buzzword for business owners. It's something that entrepreneurs talk about - but may [...]
Don’t Shy Away From Collaboration in Your Content
This was originally published on Twenty Over Ten's Market Assist Blog. Are you in a content rut? Too often, I see financial [...]
Creating Momentum With Content
This was originally written for and published by Twenty Over Ten's Content Assist Blog. Do you feel like you’re creating [...]
What Are Client Avatars and Why Do You Need Them?
This was originally published for Twenty Over Ten's Market Assist Blog. Often, when I speak with advisors who are tackling [...]
Why New Advisors Should DIY
I have a big opinion that's not always a popular one: I firmly believe that new advisors and business owners [...]
Blogging 101: How to Get Started in 60 Minutes
Blogging can be stressful whether you love it or not, especially as a time-strapped business owner. I think the problem is that too many people view blogging as an artform - when it's actually better looked at as a science.
2: Niche Marketing with Meg Bartelt, CFP®
In today's episode I'm sitting down with Meg Bartelt, CFP®, founder of Flow Financial Planning. Meg works with a unique niche - women in tech. Meg has an amazing content marketing strategy - and it's served her well throughout her firm's growth! Ready to tune in?
1: Introducing the Perfectly Planned Podcast
Welcome to the first-ever episode of the Perfectly Planned Podcast! In this episode, we’re going to talk about what you can expect from coming seasons! Ready to dive in? Let’s go!
Brainstorming Creative Blog Topics as a Financial Advisor
This was originally published for Twenty Over Ten. It’s not a secret that, in the world of modern marketing, quality content is [...]
Setting Intentions for 2019
Do you set New Year's Resolutions? I do - every year. Honestly, when I look back on my life, I [...]