Skip to content

Free Webinar. Marketing Smarter: Hitting Your Niche

Marketing Smarter:  Hitting Your Niche Position Yourself To Become the Obvious Choice Presented by BrightTALK’s Finance Channel   Why should an individual seeking a financial advisor contact YOU?  Why should your […]

A FREE Way To “Become More Known” — HARO

Today, I found two no-cost-to-you opportunities for financial advisors. They are an opportunity to be published. One was in a major magazine, but the opportunity has come and gone.  The other […]

Help me to help you…

Dear Financial Advisor, As the summer winds down and business gets back to work as usual, I have a question for you that helps me to help you. What Are […]

Twisted Thinking: Your Thoughts Might Not Be Right

Definitions of Cognitive Distortions Cognitive (thinking) distortions are exaggerated or irrational thought patterns.  Psychiatrist Aaron T. Beck laid the groundwork for these distortions. Later his student David D. Burns popularized […]

Do you know what makes you fascinating?

If there’s anything I know about my clients and online community it’s that they are life-long learners who just LOVE learning! And this post is about a gift to a […]

30+ Ways FAs Sabotage Their Firms’ Growth

I see it happen all the time. Advisors, especially those who are independent, have good intentions to run a viable, profitable business, serving great clients the “right way” and living an exceptional […]