Get creative about social media communication!

I think everyone would agree that communication has evolved and changed dramatically.  When I came into the financial industry over 20 years ago, the phone was probably the primary means of communication.  Back then phoning someone meant calling from a land line at the office or at home.  If you were on the road, you

10 Keys to Social Media for Financial Advisors

I just heard Amber MacArthur speak for the first time.  She has branded herself as a social media expert and I can see why she has become so successful at it. This particular session was delivered to a group of successful financial professionals.  Some were traditional financial advisors and others really focused on group benefits

Systemize your business

Good planning is part of any successful business.  Many of us have the perception that we have to constantly come up with new and innovative ideas to be successful.  The more innovative the better. I think innovation is important but at the same time, I think most success comes from repeating things that are working. 

5 Ways to Prevent Email From Killing You

Email is one of the primary forms of communication these days.  I get about 50 emails a day and I am working very hard at trying to deal with emails quickly or else they will snowball in my inbox.  As of December 31, I still had 776 emails in my inbox. One of my goals

Are you selling something on your website?

For most financial advisors, we sell services and financial products.  Although we can’t sell mutual funds online, we might be able to sell other products that enhance what we do as our primary activity. For example, one of the ways to drive revenues and make your website profitable is to sell books.  It does not

Email Marketing for the Holidays!

We are heading into the holiday season and it is always busy for everyone. Trying to get your message to people becomes increasingly harder because of the increased stimulus in the market place.  Here’s three quick tips for marketing during the busy holiday season: Keep your messages short and meaningful – Less is more.  People