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Maximizing Your Internal Thought Leadership

Do you remember how in high school gym, your teacher would always say, “There is no I in team?” Well, he may have been on to something. It turns out we are so much smarter than just “I”. Hands down, one of the greatest gifts I have been given is my amazing team.   Do...

The Cost of Doing Business

There are some hard facts to face when running your own business. Over the years as a business coach, I’ve been trained to spot the flaws in an advisor’s system. Whether it’s personal to the advisor, a hiring error, or structural mistake I’ve seen it all and helped...

Marketing Using Podcasting

We are going into some uncharted waters for financial advisors. Realistically, the reason you went into financial planning involved a lot of personal characteristics, but one of them was likely that you’re pretty good with numbers. Heck, you may have even been...

Fix The Right Problem

We are a marketing company. What is marketing you ask? After a call today I feel the need to explain what marketing really is. There seems to be some confusion. Our goal as marketers is to draw attention to your firm. If we are really great, we are able to get butts...

How DMOs Are Going To Kill IMOs

Our industry is so behind.   You know this. We were ten years late getting to social media.  Advisors just now are looking at shooting video (5 years late) and we wonder why we have trouble getting eyes on our material and driving traffic to our websites? For many...