How do I make social media do the work for me?

One of the questions I am asked every week is, “How do you do so much in social media?” The hard answer is I research tools, practices, and processes to see what works. The easy answer? I use a tool like Discover.ly to navigate my social data. What is Discover.ly? Discover.ly is a Google Chrome…

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…

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…

Who ya gonna call?

I was recently in Alpharetta, Georgia with a group of wonderful advisors and inevitably when you’re in social media you will be asked the following question, “How do I find new clients on social media?” It’s a hard question, yet not so hard question all at the same time. First, what is target marketing? Gosh…

It’s meeting time somewhere

I went to Google and searched for an image labeled for reuse for this blog post. I typed in the words “people attending a meeting”. This was the image which came back. Have you ever attended one meeting in your life where everyone looked like the group of people in this photo? Happy, clapping, rested,…

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…