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After 20+ years in marketing, I’ve seen the same mistakes over and over again. And there are 3 common mistakes that are especially prevalent with financial planners, advisors, and professionals (particularly #1). In fact, I estimate that about 85% of all financial planners and pros make at least one of these errors over and over. […]

“I’d love to write a book, but I don’t even know where to start.” “It’s completely overwhelming.” “I know it would be a game changer, but I don’t have a lot of time [or money] to invest.” If you’ve often thought about writing a book to help grow your business, you’re not alone. In fact,

Imagine that one of your clients referred a friend to you and you’re trying to book that elusive but important first meeting. Maybe you’re even approached a local business about coming to do an education series about financial planning and you’re trying to catch their attention. Or you’re trying to win the business of a

If the goal of marketing is to get people to know about you and your business in a very professional, credible light, then media mentions, appearances, and articles present an incredible opportunity to spread the word. I use the term media to encompass showing up in articles, being quoted, published in newspapers, in online publications

Hey hey everyone – I hope you’re doing great. I’ve talked about flipbooks and how you can use them for your marketing in the past, and I’ve had more and more clients asking me to create flipbooks as a marketing tool for their business. But I’m also getting questions from some people who want to

In this new series, I’ll take a question about marketing or lead generation from a financial advisor, professional, or business owner and answer it on-air. Today, a client of mine asks, “Are paid social media ads worth it?” Great question, as it’s far too easy to sink hundreds or even thousands of dollars into Facebook,

I know you guys are busy. In fact, I’d say the biggest challenge to financial planners investing in the growth of their business is not money, but their time. And if time is money, then in the money business, your time is doubly important.(Someone please check my math on that one!) I can relate because