15 May 2018

SAVE THE DATE: A tipping point for financial advisors

2022-08-07T16:15:26-04:00May 15th, 2018|Niching & Attracting Ideal Clients|0 Comments

My background as a business and life coach for the last 19 years (and a Wall Street executive for the 20 before that!)  allows me glimpses into trends. Trends that you might not have noticed as you work hard to grow your firm.   And now it’s undeniable: a tipping point for financial advisors has arrived, which makes the release of my new course extremely relevant and timely for financial advisors (if I do say so myself)!   Earlier this year, I traveled to India to deliver a talk about it, and here are a couple of the comments I received, from participants who got just a sample of my newest course:   “Today’s event helped me with clarity to see what I should be

13 May 2018

Best Basic WordPress Tutorial Resources For Advisors

2022-08-07T16:15:27-04:00May 13th, 2018|Website Development|0 Comments

When I started my business, in 1998 (20 years ago!), I had few coaching clients, but many more web design clients.  You see, I'm a bit of a geek, having used my first computer, at work on Wall Street, in the mid 1970's.  Then in the late 1990's, I taught basic computer and internet classes at a local business incubator sponsored by Sanford CC. It was while living in North Carolina that I attended NC State and Wake Technical College to continue learning.  I took advanced classes, learning how to build a computer from scratch, updating my MS Office Skills and learning how to create a website from scratch, meaning I didn't do it using software,

23 April 2018

Advisors, Here’s An Excellent LinkedIn Cheat Sheet Infographic

2022-08-07T16:15:28-04:00April 23rd, 2018|Social Media|0 Comments

Today, as I was looking for an image to use on a new LinkedIn article, I came across the Ultimate LinkedIn Cheat Sheet by Legion Jobs. Using a Cheat Sheet, for LinkedIn, is nothing new for me.  More than 10 years ago, I created a LinkedIn Cheat Sheet for the first social media workshop I conducted at a conference. What I needed then was more of a fill-in-the-blanks, tell me what to put where, and how many characters I can use sort of Cheat Sheet. Something that can be given to compliance to approve or change. But what's really interesting about the Cheat Sheet below is that it's an infographic -- a step-by-step graphic walk through depicting a

22 April 2018

How Often Should You Update Your Website?

2022-08-07T16:15:28-04:00April 22nd, 2018|Website Development|0 Comments

To keep up with current trends or near-current trends, it's important to write "update website" on your marketing plan every year.  That doesn't mean you need to budge $4K to update it!  Instead, look at polishing or tweaking the text or photos a bit every year.   Small changes Sometimes, updates are small.  In 2001, I removed music from my home page that was popular in 1999 but had become annoying.  In 2003, I added a logo created by a pro and removed pop-ups. Maybe there's a plug-in feature you want your website to have, like an online events calendar, because you're hosting webinars or seminars. It’s important to update your website yearly.  For sure, you

7 April 2018

Many Advisor Websites Can’t Be Read by Visitors. Is Yours Responsive?

2022-08-07T16:15:29-04:00April 7th, 2018|Website Development|0 Comments

Today, your website must be readable on all digital displays:  TV, desktops, laptops, notepads, smartphones, and even watches! For that to happen, your website needs to be “responsive” (respond to different size devices). 10 years ago, when I looked at my website statistics, only 10-25% of the people who came to my site were using smartphones.   In 2015, the number was 50%, and that’s when I moved my site to the WordPress Platform.   Today, the number of smartphone users is 65%.   For people in India and the UK, the percentage is even higher. Besides looking up your site on all the digital devices to see how it looks, you can easily tell if your site is responsive

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