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Are your email marketing campaigns falling flat? (I have the solution)

I’ve been putting a lot of work into email marketing lately, breaking down some great strategies, tactics, and tools for you to improve the effectiveness of your email outreach campaigns. Earlier this week, I shared these statistics about email marketing effectiveness rates across the financial planning industry. (These stats are through 2023 and in the […]

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Just like UConn, master the fundamentals to see your business win. 🏀

Today, I wanted to give a shout-out to my boys from UConn, who just won their second straight national championship and sixth overall. 🏀 Watching them repeat got me to thinking about what defines their prolonged success, or the winning attitude and work ethic of any legendary player, team, or program. Coach Dan Hurley teaches

Just like UConn, master the fundamentals to see your business win. 🏀 Read More »

The #1 best lead generation strategy for financial planners & professionals!

I’ve worked with financial planners and financial professionals helping them with their marketing for decades now and seen a lot of lead generation strategies that didn’t work so well, but a few that were great. So, today I want to introduce one of the most efficient, effective, and highly productive lead generation strategies I’ve seen

The #1 best lead generation strategy for financial planners & professionals! Read More »

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