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…

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…

Another LinkedIn feature bites the dust

When people say I’m a social media guru, expert, ninja, whatever, I have to¬†laugh. I’m subject to the same rules and regulations – and frustrations – as anyone else in the #FinServ market. So last week when LinkedIn announced it was doing away with the Notes and Tags features, I simply sighed very loudly. Well,…

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…