Blog

In the sales world, the rules aren’t what they used to be. When today’s consumers engage a business representative to inquire about products or services, they expect honesty, transparency and forthright advice. If they sense they are being sold to, it will compromise the representative’s credibility and devalues the product or service being discussed. To […]

As a financial advisor, it’s important to stand out amongst your peers and establish industry credibility. A comprehensive marketing and PR plan can help, but when it comes to marketing strategies, advisors can be skittish. Believe it or not, there are actually a lot of similarities between marketing and investing. The key is applying the same […]

Drop your bad web habits in 2017 – use the new year as a way to update your online presence with these five resolutions: 1. Remove and Replace Stock Photos on Pages Does that photo of a field full of daisies capture your brand’s identity? Unless you’re selling air freshener, probably not. Stock images often […]

Over the weekend, CBS News ran an online article with a headline that promptly sparked wide confusion and criticism. The article covered President-elect Donald Trump’s latest Twitter rant, in which he casually charged that “millions of people” voted for Hillary Clinton illegally. In addition to winning the Electoral College in a landslide, I won the […]

A new year means it’s time to try new things! As the marketing landscape continues its swift evolution, it’s important for financial advisors to evolve with it, and that means adapting to modern marketing mediums. For New Year’s resolutions, advisors should plan to incorporate these 10 marketing trends into their plans for 2017: Animated Videos […]

Throughout this year’s ugly election, candidates and supporters on each side of the aisle used the media as one of their favorite punching bags. President-elect Donald Trump and his supporters accused the main stream media of having a liberal bias in their coverage, or lack of coverage, on certain issues. And the Hillary Clinton camp […]

Gossip, cliques and other toxic office cultures can turn a workplace into high school for grownups. In those types of atmospheres, employees must be alert and vigilant against sandbagging – being openly or covertly undermined, talked down upon or disparaged in any other way – by their own colleagues. Coworkers are motivated to engage in […]

Earlier this week I attended the Forbes Under 30 Summit in Boston. Among the incredible speaker lineup, the talk that most resonated with me was one between Harvard Business School professor Youngme Moon and Jessica Alba, founder of the billion-dollar consumer goods empire The Honest Company. During their exchange, Moon recalled a time when many people thought […]

Over the weekend I listened to an amazing song I hadn’t heard in ages, and it got me thinking about a common struggle among many growth-minded financial advisors. The song “Everything to Everyone” was the first release from the rock band Everclear’s 1997 album So Much for the Afterglow. Here’s how lead singer Art Alexakis […]

Prior to last night’s presidential debate, Donald Trump set a dark tone for the evening by appearing in front of reporters with three women who accused Bill Clinton of sexual impropriety, and another woman who was the plaintiff in a rape case in which Hillary Clinton represented the defendant. This move was clearly intended to get under […]