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…

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. I 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…

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…

Got Twitter?

Twitter is by far one of my single greatest pleasures of social media. Having said that, I want to clarify one thing: Twitter is NOT for everyone. Let me explain. You have to crack the egg If you’re not willing to fill out your profile and put up a picture, then just move along. Twitter…

How has prospecting changed?

When I was thirteen years old my father took us on “vacation” to Crater of Diamonds State Park in Arkansas. I use quotations for “vacation” because it was the worst memory of my teenage life. (Ok – the boy who dumped me that year was worse, but I specialized in drama at that age so…

What is reputation perception?

Every morning when I open LinkedIn, Facebook, and Twitter, I’m always amazed at what I see people “liking” or commenting on which shows up in my newsfeed as something I might be interested in. The only thing that truly interests me is how many people continue to participate in activities online which tarnish their reputation….

Are Push Notifications Pushing You Away?

Ding, ding, ding went the bell…but it’s more likely your smartphone. Judy Garland was talking about your heart in the Trolley Song, but today’s phones are clanging, dinging and zinging and nobody’s actually talking. So what’s all the noise about? Push notifications. Today I will share the pros and cons of push notifications as it relates to…

The SEC says, “Yeah, you know me!”

Yo, yo, yo – the SEC is at it again! The Securities and Exchange Commission wants access to what they consider is an advisor’s full risk profile…and this includes social media profiles. Advisors need to be aware of  this substantial change. This affects the filing of form ADV, additional reporting requirements, and how you can…