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Don’t Miss This (Free) LinkedIn Opportunity For Your Financial Firm

Often, when I conduct a search on Bing or Google for a firm, what comes up first is the company’s LinkedIn Profile — or an employee’s. It’s strange, but true. A LinkedIn profile shows up even before the website they spent thousands of dollars to create!




Using LinkedIn

When you use LinkedIn, you’re using it personally. That’s why the User Agreement states that you must upload a personal photo on your profile and when you fill in the profile, it asks for your first and last name.


8 Strategies for the Wishful Independent Financial Advisor

If you’re considering leaving a wirehouse or B/D, don’t do it the hard way! Instead, carefully plan your exit, taking into account everything involved to make your move in addition to starting and growing a business. Leaving your job before you are really ready will cause you added frustration and big changes are stressful enough!

Your business will have a greater chance of succeeding, independently, if your game plan includes adjusting your attitude, getting your dreams in order, and physically preparing for your new business before you hang that shingle.


Advisors: It’s time you move out of your home office. Now what?

You’ve made the decision to move out of your home office or out of the cafe into a main-street office.  You’ll be expanding in the next 5 years, intend to hire an associate (or two), a full time receptionist/office manager, etc.

This is a real life situation many advisors go through.  Hiring a Realtor is a great idea.  However, if you don’t have a well thought out ideal office list, your Realtor is going to drive you ragged — and it’s your own fault.  


Give Your Financial Business a Tune-Up

Our Business Tune-Up Assessment will help you measures 46 key indicators of a successful, profitable business.

New to business or an old pro, the first step to growing a business is to assess where you are right now. Why? Because those things that need “immediate fixing” will be placed in your Growth Plan’s goals, where you’ll create strategies and action plans to make changes.


137 Tips to Create the Right Mindset for Success

#43. It’s Not About You.. Get Going

You “birthed” your business, but you are not your business. Your business is an entity — it has no emotions, it does not breathe. Speak at an event, create a website, write an article and some will love it and others hate it.    Take all criticism knowing that it is just someone else’s opinion — it’s what they would do.


Techology Alert – Update Internet Explorer, Adobe, Java (and more)

If you use Internet Explorer, then this alert pertains to you. And if you use Microsoft Office, an Apple, Adobe Reader, and Java some tips below can assist you, too. I figure that while people are updating software, you might as well make sure that you’ve got the most recent versions of other basic computer and business software, too.

Recently, you may have heard about a major security flaw in Internet Explorer.


Recipe Colonial Hot Buttered Rum

Author unknown


Colonial Hot Buttered Rum



2 cups brown sugar

½ cup salted butter or same amount of unsalted butter with a pinch of salt

(1 stick on the east coast or 2 sticks on the west coast)

2 quarts of hot water

3-5 cinnamon sticks

6-7 whole cloves

4-6 allspice berries (optional)

2 cups rum

Whipped cream

Ground nutmeg



Slow Cooker

Measuring cups (both liquid and dry food types)

Measuring spoons if you use ground cloves and allspice



Combine brown sugar, butter, and hot water. 


10 Ways FA’s Can Use Online Web Meeting and Conference Technology

Technology has sure come a long way, even in just 16 years!

The year was 1998 and I was attended an introductory class to coaching BY PHONE with many other participants on the line. I was perplexed as to how I was going to learn anything via phone. But, I first used technology (computers) in 1973 and was willing to give it a “good old girl” try.


Financial Advisors: When It Comes To Social Networking, Get Found Local

Your prospects search for services and products, including the advisory services you provide, on the Internet or using their mobile devices. Today, having a website isn’t enough to get your firm found locally or to stand out from a crowd of local competition.


Today’s telephone book is called “the local search engines”. If you want to be found by local clients, but aren’t ready to hire a Search Engine Marketer (SEM), this article will provide you with the “major” local engines that you want to be listed on.  


Web Designers for Financial Advisors & Professionals

It’s on your to-do list or it’s an action you want to take that’s listed on your business and marketing plan. It looks like this:

Update my firm’s website by _____.  (OR THIS)

Create a firm website by _____. (OR THIS)

Create a firm blog by ______.

When I first went into business, 15 years ago, I created my own website and then a few others.