Learn to Love Your Personality
In the financial planning world, I see many advisors who are happy to distance themselves from their professional brand. In some ways, I totally get this. For example, naming your practice after yourself isn’t necessarily a winning idea because it won’t always resonate with your potential clients. It’s also understandable that the pressure of always […]
Follow-Through Matters
When you put together a marketing plan, everything that you put out into the world feels exciting and, more importantly, something you get to check off of your list. Unfortunately, your marketing strategy shouldn’t stop abruptly after your social media for the week has been scheduled and you hit “publish” on your most recent blog […]
How to Stay Compliant & Use Social Media
If I had a nickel for every time an advisor told me they preferred to steer clear of social media, “because of compliance,” I’d have quite the outstanding nickel collection. I have a few issues with that reasoning. When you avoid doing something that could benefit your business (in a big way) because you’re unwilling […]
Is It Time to Write an eBook?
Did the title of this post make you leap away from your laptop? Yeah, the idea of writing an eBook is not usually a popular one among the time-strapped financial planning entrepreneur crowd. For some reason an eBook is synonymous with hours of toiling over your laptop, stressing out about comma placement until the early […]
Is Blogging Just Free Advice?
How many of you have heard someone tell you to stop giving away advice for free? If you haven’t, and are now googling this pearl of wisdom, you’re bound to get a lot of hits. In my time working as a copywriter and marketer for the financial planning community, I find that many advisors apply […]
Meet Your Two Content Marketing Best Friends
I’m going to let you in on a secret: when it comes to simplified content marketing, you only really need two organization tools on your side: batching and scheduling. When you start scheduling your social media and batching your content, something magical happens. You start creating and publishing better content across the board. You’ll see […]
Blogging for Fee Only Financial Advisors
As a financial advisor, you are busy. That may sound like the understatement of the century. Your entire career focus is providing value to your clients, and assisting them with growing and managing their wealth can easily fill up your schedule. And you like financial planning. Chances are, you are an absolute rock star advisor. That’s awesome! […]