I need some help with this reader’s question…

This post might get me into trouble – but I’m going for it because I’ve been truly baffled on what the hell is going on out there. I have people who come to me ALL DAY LONG and ask me for marketing advice. I never tire of giving it – what I tire of….(and this…

It’s the climb…

Recently, my special someone took me and his son rock climbing. I’m not able to climb as I broke my left foot last year and then re-injured it again this past Superbowl Sunday slipping on some ice, but I learned the science of belaying during our visit to the Upper Limits climbing studio in Maryland…

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…