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, youContinue Reading

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 benefitsContinue Reading

9 Search Engine Optimization (SEO) Tips for your website

Wow, I read a fantastic article on this topic that I want to share about search engine optimization.  SEO can sometimes be confusing and intimidating but it does not have to be that way.  The key is to find some key strategies and tips among the thousands that are out there.  Here’s my attempt toContinue Reading

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. Continue Reading

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 goalsContinue Reading

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 notContinue Reading

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.  PeopleContinue Reading

What will your business look like one year from today?

We all you that setting goals is important but for most people this is an example of simple, not easy.  We all know we should do this but do we all actually do this?  Do we really write down our goals for the next year, 3 years, 5 years and even 10 years?  Writing downContinue Reading