What does leadership in 2017 look like?

Quite possibly one of the number one comments I hear from financial service professionals today is, “I’ve been doing my business for blah-blah years and I find social media doesn’t make any difference.” I nod my head and say, “Keep doing what you’ve been doing then” and go about my business, but we all know…

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…

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…

Can you introduce me to….?

I’ve worked in financial services the better part of twenty-five years now and never once in this time has referrals not been an active part of any conversation having to do with business development and growth. Referrals continue to be and will always be a way of doing business. So why aren’t more people asking…

What is reputation perception?

Every morning when I open LinkedIn, Facebook, and Twitter, I’m always amazed at what I see people “liking” or commenting on which shows up in my newsfeed as something I might be interested in. The only thing that truly interests me is how many people continue to participate in activities online which tarnish their reputation….

Are Push Notifications Pushing You Away?

Ding, ding, ding went the bell…but it’s more likely your smartphone. Judy Garland was talking about your heart in the Trolley Song, but today’s phones are clanging, dinging and zinging and nobody’s actually talking. So what’s all the noise about? Push notifications. Today I will share the pros and cons of push notifications as it relates to…

#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…

The SEC says, “Yeah, you know me!”

Yo, yo, yo – the SEC is at it again! The Securities and Exchange Commission wants access to what they consider is an advisor’s full risk profile…and this includes social media profiles. Advisors need to be aware of  this substantial change. This affects the filing of form ADV, additional reporting requirements, and how you can…