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 [...]
Why Yearly Marketing Goals May Not Be Your Best Bet
This post was originally written for and published on the FPA Practice Management Blog. Toward the end of the year, [...]
How You Can Combine Authenticity AND Strategy For a Winning Marketing Plan
There are two marketing "camps" that people often fall into: People who love authenticity. People who love strategy. I hear [...]
A List of Thing I Learned About Content Creation at FinCon18
This year was the first year I attended FinCon - and I have to be honest, it wasn't exactly what [...]
How to Create Content That Connects
This post was originally written for and published in the Journal of Financial Planning Practice Management Blog. Many financial planners [...]