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…

Facebook Pages Are Changing…Again

Facebook. They love to change stuff, right? How many of you noticed on the recent update that the icons at the button light up when you push the bell for notifications or the picture sign for your newsfeed? (If not – you’re welcome.) If you have a business page on Facebook, then be sure to…

Something bad happened, now what?

Raise your hand if you’ve ever been in a car accident? What about, did you ever break a bone? How about you broke a plate in the kitchen? (I’ve done two of the three – I will let you guess which one I haven’t done…yet.) The point is none of these things were planned, right?…

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…

After divorce…my story

I want you to imagine walking out of a Michael’s Arts & Crafts store…your twin grandsons are fighting over a doughnut while you are grabbing up their hands to make sure they stay safe from cars passing by. It was warm outside that day and as I approached my SUV, my cellphone rang. Then my…

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…

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…