Who’s sick of hearing the word “innovation” yet?

There are few words in financial services like “innovation” to make the majority of us cringe. And guess what? We all better get over ourselves – and quickly – because if you’re not embracing this word, you’re likely adding paper to your fax machine, picking up a movie at Blockbuster on the way home, and…

No SPAM Sandwiches for you! (YEAH!!)

I think one of the biggest deterrents of connecting on LinkedIn is access to someone’s email address and the fear of being spammed. CAN I GET A WITNESS? I get very aggravated when someone adds me to their newsletter, etc. and then I have to stop and unsubscribe. Let me explain why this is poor…

Let’s get personal, shall we?

Hi! My name is (what?) My name is (who?) My name is Slim Shady. I don’t really think you came here for rap or hip hop. But I think you need to remember Eminem’s message because I’m reading a lot of content out there on your social media accounts that probably doesn’t speak to your…

Search Engine Optimization for #FinServ

Wait…I promise this blog is not about to overwhelm you….so don’t give up on me just yet! SEO (Search Engine Optimization) is a topic you see, scroll past, and think, “It doesn’t affect my financial services practice” but oh boy – it does….and those who understand it well are winning be default and kicking your…

Making a difference is hard work!

Ok, financial services community – I’m admitting something…I really stunk at math in school. There…I said it out loud. If Mr. Grimes at Fort Zumwalt North High School in O’Fallon, Missouri had not graded on a curve in 10th grade, I likely would have failed geometry. I stopped taking math classes pretty much after that…

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…

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…

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 makes you uncomfortable?

I have a pair of Anne Klein Sport dress shoes I’ve worn for three years. I swear they are the best airport running shoes ever (yes – there is a story there). They are black and go well with every outfit I wear. They are super comfortable. The idea behind them is they feel like…

A new year, a new focus

A new year is here. I don’t know about you, but my 2017 started off with a big ol’ flat tire, however, I didn’t let it get me down! (Pun intended!) As the Lexus was towed away to the shop to have the tire patched, I had time to reflect and share what the new year…

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,…