Here’s my call for 2018: Most robo-advisors are going to fail. Read on to see why I don’t drink the Robo Kool-Aid that the financial industry and media are serving up.
If you’re giving your website a makeover, an investment in photos of your actual team (as opposed to tacky stock photos) is a great way to give it a personalized feeling. Here are five things to do and (more importantly) what to avoid to have it come out like the perfect Ansel Adams.
I’ve never been as exhausted as the three times I brought children into this world. Hard to believe, but here are five things that are even more tired and worn out than that. If you’re using these analogies in your marketing, put them to rest.
At the core of it, every advisor is an entrepreneur. I love seeing successful female advisors because they have the potential to change the world. Here are the three most important ones that I’m celebrating on International Women’s Day.
The more I talk to dual-registered advisors, the more I hear that many of them are looking to get out of the brokerage business entirely and operate as a fee-only RIA firm. If this is something that has crossed your mind, here are the pros and cons and what you should consider.
You post what you think is a genius article to your LinkedIn page and what do you get? Two likes, and one of them is from your mother. Not the target audience you wanted. Here’s a zero-cost solution, including an example of how I recently landed a new client with it.
Advisors improperly cite or don’t cite their sources. Most advisors do this without even realizing it. This is a boring topic, but please read this to protect yourselves from legal problems.
Here are a few things you have to realize about how online leads are different from in-person leads.
Valentine’s Day is a huge commercial holiday for diamond companies and florists. It is great for financial advisors, too. Here are some ideas to get the love connection going with some new prospects this February 14.
I set out to be a financial advisor in my early 30s and getting started wasn’t pretty. Here’s my advice to my younger self about how to use youth as a marketing strength rather than as a detractor from your credibility.