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…

Maybe Beyoncé was right?

If you aren’t a woman, then chances are strong you know one. (There’s at least a 50/50 shot at this, right?) Today, I want to share some powerful numbers with you: In 2015, Fidelity Investments reported: 92% of women want to learn more about financial planning In 2014, Prudential reported: What women want from the financial services…

Email marketing matters

I get a lot of email newsletters. Some I signed up for, many I did not, and the majority of what I receive is pretty much crap. I don’t have time for crap, but I will occasionally open some if I’m bored just to critique them. I’m a marketer – your client is likely not. They…

Why KLT is important to your business

I believe your KLT Factor is your single most important measure of success in your business. After a year of research for a book I’m writing (stay tuned – – coming in 2017!) I found no other measure in increasing business growth and reversing attrition than improving your know, like trust (KLT) factor. Let me…

Got Twitter?

Twitter is by far one of my single greatest pleasures of social media. Having said that, I want to clarify one thing: Twitter is NOT for everyone. Let me explain. You have to crack the egg If you’re not willing to fill out your profile and put up a picture, then just move along. Twitter…

Is your calendar helping or hindering?

My granddaughter, Roya, is 18-months old and a bit of a turd right now. She’s into everything, running around, etc. Her mother (my daughter) is doing a fabulous job rearing this little bundle of energy with the exception of one thing…the two-foot troll is ruling the roost and I put my foot down this weekend…

The longevity epidemic

In 1977, my mother died of lung cancer. She was 39. I was 6. It was devastating to our family. We were already a two-income family in the seventies (a precursor to the norm found in the 80s and beyond). It was financially overwhelming to our family as my dad busted his ass to keep…