I’m obsessed with this…and you should be, too!

I’m going to name brave leaders and I don’t want you to agree with me or try and fight me from some political position – that’s not the point of my post. (I’m a lover not a fighter, anyway.) You’ll see very quickly what I’m talking about: Sir Richard Charles Nicholas Branson (or just Richard…

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…

Pizza, anyone?

I’m going to keep this short and to-the-point: Words Matter. When John Schnatter of Papa John’s used the N-word on a corporate conference call, you would think he would know that is wrong, right? However, people sometimes think their words are weightier and can be thrown around. Um, no. Every single person needs to stop 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…

Stop keeping up with your competitors…

I was eight years old when we got a remote-controlled color television. We were the first family in the St. Charles Hills neighborhood (that we knew of, at least) that had one. All of the kids on the street crowded into our living room and my father handed me “the clicker” (as we affectionately called…

How did we become comfortably numb to building relationships online?

Pink Floyd. If you’re remotely close to my age (cough cough…rolling toward fifty before I know it) then the mere mention of this band and their tale behind being comfortably numb conjures descriptions such as dark, disjointed, brilliant, and even crazy. Today, I see a lot of comfortably numb relationships happening all around me and…

Do you have an after-sale digital strategy?

You’ve worked so hard to secure a client, walked the path toward the right financial planning and/or product, and the sale is made. Do you have a strategy to stay connected with these clients using social media and digital marketing beyond the sale? No, I’m not talking about your annual client meeting Do not confuse…

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…

There are no more secrets…

Do you remember when you were a kid and you told a secret to a friend and said, “Please, don’t tell anyone else this!” Then days later the entire school knew your secret and your friend was like, “I just told one person!” Yeah…if you thought that was bad, fast forward to 2017 where the…

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…

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…