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How To Use A Challenge To Refresh Your Marketing

All is fair in love and…Fitbit challenges. That’s how the phrase goes right? All I know is that when I get a tiny red notification pop up on my phone telling me that my brother-in-law invited me to the workweek hustle challenge, I get geared up to accept.  I make excuses to take the stairs […]

Talk to Me: The Secret to Social Media Marketing

The digital universe is where so many connections are made. Social media marketing can be a valuable asset to your overall marketing strategy, because it is a space for people to interact with you and your business. Social media is not a one-way-street, you won’t be able to experience all of the benefits if you’re […]

What Are You Passionate About?

What are you passionate about? As a financial planner, this may seem like a no-brainer question to you. You’re obviously passionate about finances, and helping people live their best lives. You might be passionate about your unique niche. Heck, you might even be passionate about a specific type of planning – like student loan repayment […]

Creating a Content Organization System

So, you’re ready to get started with your content marketing strategy. That’s awesome! I’m so happy to hear it. The first step you’re going to want to take is to set up a solid content organization system for yourself. Why? Because it’s incredibly exhausting to dive into content marketing plan. And, if we’re being totally […]

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 […]

5 Steps to Develop a Brand Through Content

Developing a memorable brand is a goal of every business. But having a logo, a website, and your face plastered all over social media chatting about your work will only get you part of the way there. Your content plays a large role in your brand, and in developing rock solid brand recognition. Do you […]