Be sure to remove “NETWORKING” from your 2019 Marketing Plan

I recently spoke at the Women Advisor Forum of the 2018 Sigma Financial Advisor Summit in Scottsdale, Arizona. I had fifteen minutes to share something really important with the women working in financial services – so I felt compelled to tell them 2019 is the year to just stop networking. Say what? This is what…

I’m obsessed with this…and you should be, too!

I’m going to name brave leaders and I don’t want you to agree with me or try and fight me from some political position – that’s not the point of my post. (I’m a lover not a fighter, anyway.) You’ll see very quickly what I’m talking about: Sir Richard Charles Nicholas Branson (or just Richard…

InvestmentNews: Women Adviser Summit 2018 – Denver, Colorado

As luck would have it, I was able to attend and speak at the InvestmentNews Women Adviser Summit in Denver, Colorado on September 13, 2018. It will also be one of my greatest accomplishments both personally and professionally. (A huge thank you goes out to Theresa Gralinski and Suzanne Siracuse of InvestmentNews for their warmth…

How do I make social media do the work for me?

One of the questions I am asked every week is, “How do you do so much in social media?” The hard answer is I research tools, practices, and processes to see what works. The easy answer? I use a tool like Discover.ly to navigate my social data. What is Discover.ly? Discover.ly is a Google Chrome…

Facebook Pages Are Changing…Again

Facebook. They love to change stuff, right? How many of you noticed on the recent update that the icons at the button light up when you push the bell for notifications or the picture sign for your newsfeed? (If not – you’re welcome.) If you have a business page on Facebook, then be sure to…

Online reviews and responses can really bite!

I’ve been talking a lot about words lately, right? Well – they matter…a lot…and I want to share some ideas with you on ways you can be better about your words and how you react to social media reviews. To reply or not to reply – that’s the real question! Not everything needs a response……

Pizza, anyone?

I’m going to keep this short and to-the-point: Words Matter. When John Schnatter of Papa John’s used the N-word on a corporate conference call, you would think he would know that is wrong, right? However, people sometimes think their words are weightier and can be thrown around. Um, no. Every single person needs to stop and…

#FridayReads – What to do when it’s your turn? – Seth Godin

You know how you finish a book and think, “I want to read that again!” Well….that’s exactly how I felt when I finished the last page of Seth Godin’s book, “What To Do When It’s Your Turn“. It was a 158-non-stop-page-turner kind of book! The Opportunity That’s what the entire book is built on –…

Women’s Marketing: Either go all in or get out

I’m being pretty bullish on this topic and you know why? Because I’m a woman and we deserve our own marketing messages in financial services. I know – I know – some folks out there may be sick of the female ‘movement’, but guess what? Without us, mankind doesn’t exist, so let’s figure out a…

Who’s sick of hearing the word “innovation” yet?

There are few words in financial services like “innovation” to make the majority of us cringe. And guess what? We all better get over ourselves – and quickly – because if you’re not embracing this word, you’re likely adding paper to your fax machine, picking up a movie at Blockbuster on the way home, and…

No SPAM Sandwiches for you! (YEAH!!)

I think one of the biggest deterrents of connecting on LinkedIn is access to someone’s email address and the fear of being spammed. CAN I GET A WITNESS? I get very aggravated when someone adds me to their newsletter, etc. and then I have to stop and unsubscribe. Let me explain why this is poor…