How to get raving reviews

How to get raving reviews

Reviews & testimonials show that you have paying clients who are happy with your services; you don’t have to tell prospects what a fantastic advisor you are… let your clients do that. 

read more
The 4 Pillars of Financial Marketing

The 4 Pillars of Financial Marketing

Marketing can be confusing. I always found there wasn’t a clear path to marketing. There’s often a lot of noise, especially from marketing gurus that say, “you should do social media… you should do a video….” (But they don’t tell you why you should do it…)

It’s time to stop “shoulding” yourself and establish a solid foundation for financial marketing.

read more
Understanding Your Ideal Client

Understanding Your Ideal Client

Over the last 20 years, I have worked with advisors from selling to processing to practice management, and in the last decade, it’s been in a marketing capacity. Throughout these years, there has always been one mantra that’s been consistently repeated. Specialize, and focus on our ideal client. The riches are in the niches. 

read more
How To Have An Awesome “ABout” Page

How To Have An Awesome “ABout” Page

Your “About” page is one of the most viewed pages on your website.
It’s an excellent opportunity to showcase the unique value you provide, and it’s also a chance to show your human side. If done right, this page can help build trust with prospects and increase their confidence in working with you as their trusted financial advisor.

read more