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…

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…

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…

Holiday cards – what’s their ROI?

So this picture right here is the holiday card I received from our property and casualty agent for Thanksgiving. I guess I should give them props for using Hallmark, but they didn’t care to send their very best when they mailed me a card: …using an automated service …and I’ve still not heard from this…

#FridayReads – Deconstructing Digital by Sheri Fitts

I’m never quite sure when I hear Sheri Fitts name now if I think of her Newfoundland, Aboo, first or the chlorophyll lemonade recommended by her on our recent breakfast together at Harlow’s in Portland, Oregon. Either way – Sheri Fitts is unforgettable in everything she does, including her book “Deconstructing Digital“. Much like Sheri,…