What really happens without insurance?

I’m finally ready to talk about something very personal. Something which affected my home even though I work in financial services. On Friday, May 5, 2017, my mother-in-law, Mary Madjlessi, died at 2:45 am in a state-aided nursing home. She died in a bed just 10 feet from another resident. There was no privacy when…

Before you hit “share” again – read this

It’s quite easy to say this topic is coming about due to the political stress and duress many are experiencing in America today. However, I assure you my concern has much more to do with your personal brand as a financial service professional than anything else. Before you hit “share” again, please take a moment…

Why nobody really wants things for free

I spent the last ninety days giving it all away in the name of research. You heard me right. I wanted to see what the reactions were when I gave social media assistance away for free to different financial advisors across the United States and asked for absolutely zero, zilch, nada in return. The overwhelming…

It’s not enough to be on time anymore

When I graduated in 1989 from Fort Zumwalt North High School in O’Fallon, Missouri, I walked off the field that day with not only an academic diploma, an acceptance to St. Louis University, but also a certificate of achievement for having never been late to class a day in my life. That’s right – I’ve…

When what you’ve always done stops working

We all get those emails, right? “I’m just following up on….” blah blah blah. YUCK! Can we all agree to stop following up? …but I want my answer! Yes – I get it that you need an answer, however, following up is all about you. You’re doing it in your timeframe, at your convenience, for…

Making a difference is hard work!

Ok, financial services community – I’m admitting something…I really stunk at math in school. There…I said it out loud. If Mr. Grimes at Fort Zumwalt North High School in O’Fallon, Missouri had not graded on a curve in 10th grade, I likely would have failed geometry. I stopped taking math classes pretty much after that…

Relevance and the bottom-line

I had some interesting conversations this past month about ROI. Working in the FinServ market, you will never escape the return on investment conversation regardless of the topic at hand. As a marketer, I’m always open to having these discussions and quite often take away new ways to think about the world we must market…

Passion projects are worth sharing

You know how people say to you, “Oh, I gave up having birthdays!” or “I’m 39 and holding!” – – well I did, too, but not for the reason you might think. I don’t mind getting older, not at all. [On April 2nd I will be 46-years-young! My mother died when I was just five…

Using your out-of-office effectively

I recently contacted a financial advisor about a networking idea I’m putting together and when her out-of-office reply popped up, quite truthfully I was only looking to see when she’d be back in the office so I could note my calendar to follow-up then. Instead, I got a most brilliant message which said: Thank you…

Really, you just say “Hello”

Meeting someone online is really not all that different than meeting someone in person. I’m not kidding. Yes, you can’t read their body language or hear the inflection of their voice when they type you a message, but so many people go out of their way to be “crafty” in how they reach out to…

Increase the size of your audience

As a speaker (for context, I speak at about 25 events per year), I’ve had to do a few presentations in my time. Some of those audiences were small and others were quite large. I’ve walked away thinking, “I wish I could share this content with more folks.” With really cool tools today, you can…

Who ya gonna call?

I was recently in Alpharetta, Georgia with a group of wonderful advisors and inevitably when you’re in social media you will be asked the following question, “How do I find new clients on social media?” It’s a hard question, yet not so hard question all at the same time. First, what is target marketing? Gosh…