#FridayReads – Make Trouble by John Waters

So I’m not gonna lie…I picked up this book because it was pink and black…my favorite colors together on the planet. Say it…I’m shallow. (I already know…) I told you in previous #FridayReads posts I have really been into commencement speeches lately and this 70-page book is a revisit of John Waters’ address to the…

Do you have an after-sale digital strategy?

You’ve worked so hard to secure a client, walked the path toward the right financial planning and/or product, and the sale is made. Do you have a strategy to stay connected with these clients using social media and digital marketing beyond the sale? No, I’m not talking about your annual client meeting Do not confuse…

#FridayReads – Congratulations, By The Way by George Saunders

Kindness is a very big deal to me. If we could all just be 1% kinder imagine how we could shape the universe so differently. Hmm. I’ve been into reading college commencement speeches and when I saw George Saunders address given to a recent graduating class at Syracuse University, I knew it was a must-read….

How influencers have changed business

I used to get really annoyed when a financial service professional would pick my brain about increasing their online presence and yet, when I would follow-up they would say, “Well, so-and-so told me that it’s not a good idea so I’m going to just hold off for now.” Ugh – so frustrating, but I learned…

What does leadership in 2017 look like?

Quite possibly one of the number one comments I hear from financial service professionals today is, “I’ve been doing my business for blah-blah years and I find social media doesn’t make any difference.” I nod my head and say, “Keep doing what you’ve been doing then” and go about my business, but we all know…

There are no more secrets…

Do you remember when you were a kid and you told a secret to a friend and said, “Please, don’t tell anyone else this!” Then days later the entire school knew your secret and your friend was like, “I just told one person!” Yeah…if you thought that was bad, fast forward to 2017 where the…

#FridayReads – This Is Water by David Foster Wallace

I’ve been going through some things in my personal life that are really hard. Like anyone, I have good days and bad days. This week, I had a really good day. My mentor, Robert Brumby, had mailed a package to me and when I opened it, this 137-page book fell out. Now, it’s a small…

Search Engine Optimization for #FinServ

Wait…I promise this blog is not about to overwhelm you….so don’t give up on me just yet! SEO (Search Engine Optimization) is a topic you see, scroll past, and think, “It doesn’t affect my financial services practice” but oh boy – it does….and those who understand it well are winning be default and kicking your…

Are you quick to deny assistance?

I recently read a fantastic article on a smaller publication about insurance, moms, and reviewing what they bring to the table. It was really well-written. I couldn’t find the author on LinkedIn (hmm…it’s 2017…c’mon…) so I emailed this person to ask if I shared the article where would they like for me to direct my…

Back to basics

We all have a nightmare customer service story these days, don’t we? I mean, it might not have been as bad as United Airlines or Delta, but something that just made you leave an encounter thinking, “What the….”  Well, welcome to Customer Service 2017! Are you shocked?  I have to admit I’m stunned every time…

Do this if you don’t want to work with women…

I recently attended an event and I heard three male financial service professional speakers crack jokes at the expense of a woman. As a woman sitting in the audience, I will admit it – the joking made me slightly uncomfortable. My immediate reaction was to look around the room and to see the response (most…

#FridayReads – Year of Yes by Shonda Rhimes

It’s been a while, my friends. I have read books but failed to share book reviews, but this one….this one was too good to not share with all of you. I got to the end of the book and thought, “I’m jonesing for some more Shonda!” Yes, it was THAT good! What else you got? …