For years, I didn’t send an annual offer to past clients offering a review because I didn’t want to bother them or seem like I was pushing for more planning fees. Guess what? Clients didn’t feel unbothered. They felt neglected.

You would be amazed at how a little attention can go a long way in closing new business. Today I want to share two ideas that have worked for me.

What exactly is a lead generator or opt-in, and how does it help my website's SEO? We asked web designer Laura Bean with Be Digital Marketing how having a lead generator can help with your SEO.

Hard to believe that we’re about to embark on 2025. Yes, you have some time left, but you’re likely starting to think about your budget for the new year and wondering where your hard-earned dollars should go when trying to build your business.

Now is the time of year when we are creating our intentions for a business that is better, stronger, more profitable and easier to manage. Here are some to-dos to help move you to that next level of prosperity.

There are a lot of email marketing tools out there for you to use that you just basically plug and play. You don’t have to do a thing to create them - you just download an email list and let them go.

The problem is that thousands of other financial advisors are doing the same damn thing.

Whether you enjoy it or not, staying in front of clients and prospects in a way that is interesting and authentic is crucial to maintaining and growing your business.

These days, thanks to the wonders of technology, in-person networking can be just part of your business-building strategy because much of our business-building can be done online. And that means it’s possible for us to be more efficient.

What are case studies in marketing and how can you use them to engage your audience and convert clients?

Do people really want to read about Roth Conversions, Estate Taxes, and Asset Allocation every week? The answer is no. Therefore, and ergo, I am providing some ideas to shake up your content and keep those opening rates high.

With a little creativity and practice, you will be the person whose newsletters your clients look forward to receiving.

Understanding your ideal client is akin to finding the Holy Grail. It’s a crucial step in shaping your marketing strategies, refining your products or services, and ensuring overall business growth. But how do you identify who your ideal client is?