• marketing-strategy

    Stop Blindly Posting on Social Media & Get a Marketing Plan

    Dec 9 • 415 Views • No Comments

    Editor’s Note: Mike tackles an important subject as we recover from our holiday feasting. Just like those family dinners, we don’t go into them without some planning – especially those with guests with expectations! Using social media is an important...

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  • linked-in

    10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

    Dec 8 • 262 Views • No Comments

    Editor’s Note: One of the secrets of social media (well, we believe it is obvious but underleveraged) is you really don’t have to be everywhere at once. Instead, you choose where it makes sense for you to stake your claim and be consistently active. If...

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  • fall

    A Thanksgiving Lesson in Distinction

    Nov 26 • 281 Views • No Comments

    Editors’s Note: It is important to have time for reflection and a pause, even in our increasingly always on world. In fact, perhaps with some controversy to those heavily wired in digital, we believe it may be even more important than ever to build in...

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  • who

    Defining Your Ideal Client

    Nov 6 • 605 Views • No Comments

    Editor’s Note: While for obvious reasons we are fans of long reads (or ‘listens’ and ‘watches’), sometimes, a strong checklist gets us further and faster. Michelle Mosher tackles just that in helping you shape and define who your ideal clients are....

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