I know that’s your favorite shirt, but it has holes in it…

Who else has said that to their child? Their spouse? You have these favorite clothes (or socks or pants) and they are cozy and feel good and you want to keep wearing them. But they have some holes here and there, but the majority of it is is still covering the necessary parts – so…

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…

The way to your client’s business is not through their stomach…

I’m the first person on the planet to admit they love donuts. I mean – it’s actually a true love affair of mine (along with coffee….). But you need to just STOP bringing the goodies to clients and do something much more powerful and long-lasting. After I read an article by Sally Poblete on BenefitsPro.com…

So, tell me how you really feel…

The picture in this article is of my father, Daymon Brown, who just turned 79 years old last Friday. The little lady he is holding is my granddaughter, Roya Jane. She was only one in this picture, but she is about to turn three years old this summer. They are having a frank discussion about…

Why I will never miss #MPB2B ever again!

It’s taken me a few days to finally come to terms with it…therapy was considered, trust me. I was embarrassed to admit it, but here I am ready to give my exclusive confession: I wasn’t able to attend my favorite event of the year.┬áI was a sad and jealous marketer who huffed and puffed at…

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…

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…

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…

Email marketing matters

I get a lot of email┬ánewsletters. Some I signed up for, many I did not, and the majority of what I receive is pretty much crap. I don’t have time for crap, but I will occasionally open some if I’m bored just to critique them. I’m a marketer – your client is likely not. They…

How’d that Thanksgiving email work out?

Unlike a lot of people, I worked the week of Thanksgiving. I can say “unlike a lot of people” because every email I sent out had an out-of-office returned telling me they’ve gone to gobble turkey and sit uncomfortably next to relatives they prefer not to see. (Ok – maybe the last part I embellished…

#FridayReads – Deconstructing Digital by Sheri Fitts

I’m never quite sure when I hear Sheri Fitts name now if I think of her Newfoundland, Aboo, first or the chlorophyll lemonade recommended by her on our recent breakfast together at Harlow’s in Portland, Oregon. Either way – Sheri Fitts is unforgettable in everything she does, including her book “Deconstructing Digital“. Much like Sheri,…