Actionable Tips & Useable Resources for Financial Advisors
Simplify, Systematize & Scale Your Business
10-Hours (or 10-Days) To a Spotless and Organized Kitchen
Summary: When I talk about systematization or chunking actions into smaller steps, it's so much easier to show my
Many Advisor Websites Can’t Be Read by Visitors. Is Yours Responsive?
Today, your website must be readable on all digital displays: TV, desktops, laptops, notepads, smartphones, and even watches! For
How often should advisors update their websites?
It’s important to update your website yearly. For sure, you want to update the copyright date every December or
3 Steps To Manage Change and Turn It Into an Adventure
Change management is not just the newest buzz phrase in business. Ignoring or consistently feeling frustrated with industry changes can
Determining What To Tweet On Twitter
Clients often stay away from Twitter, understandably, due to compliance regulatory issues. Aside from that, inexperienced users aren’t always
PowerPoint Deck Tip When Speaking Abroad
When speaking in another country, buy images of people who LOOK like the audience. It really does matter. Recently,