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…

Reminder – Use your LinkedIn Mobile App!

Back in March 2016, I reminded financial services professionals about downloading the improved LinkedIn mobile application. After several weeks of being on the road and spending hours with countless amounts of financial advisors, I find few have this application on their phone. This is your reminder – download the app! ========================================= I thought one of…

Need More Content? Check this out!

“Content is the reason search began in the first place.”  Lee Odden said this and it’s truer than true. Financial service professionals struggle with content. It seems I hear on the daily: I can’t find content for my followers. I don’t have time to write my own content. I wish all the content was located…

#FridayReads – Keep It Simple by Joe Calloway

When Joe Calloway contacted me and said he was putting something in the mail to me, I waited in breathless anticipation because I knew if it was a book, it was going to be good. Joe, once again, did not disappoint with ‘Keep It Simple’. In this week’s #FridayReads review, I am sharing three lessons…