More clients, more fun in 2021?! YES!

Women Financial Advisors… What if you could: Attract more ideal clients to your business with targeted marketing? Uplevel your team and align everyone with your business vision and purpose? Transform your mindset and eliminate the limiting beliefs holding you back? Spend MORE time working with clients and less time hunting for prospects? Join the ranks

2020-12-28T17:58:39-05:00December 28th, 2020|Niching & Attracting Ideal Clients|0 Comments

6 Ways To Improve Your Firms Local Online Visibility

Improving your local online visibility is a very simple process. You achieve this primarily by filling out a profile for your business on various online directories. Some directories, like Google My Business, will even send you a monthly email to let you know how many times people viewed your profile and clicked to your site. You’ll have extra

2020-10-09T17:51:41-04:00October 9th, 2020|3. Marketing Your Financial Firm|0 Comments

7 Ways to Improve Your Website For Potential Prospects & Clients

Image courtesy of Stuart Miles at Your website serves as the first impression of your business online. Potential clients use it to compare your firm to your competitors’ firms. Therefore, it's a best practice to review your website for errors, inconsistencies, and other required changes each year. Below are a few common

2020-02-04T23:37:47-05:00February 4th, 2020|Technology|0 Comments

Is It Time To Create Technology Boundaries At Your Office & Home?

Create technology boundaries. Don't allow technology to get in the way of family time or be the cause of customer disservice. Clearly share technology boundaries with others. Here's a good example: The coaching industry has performed virtually since its inception in the 1980's. We meet with clients via online session calls. Our marketing started with

2020-01-07T02:33:44-05:00January 7th, 2020|Technology|0 Comments

Advisors: Build Your Credibility Using FREE This Public Relation Technology

Today's tip is a no-cost-to-you opportunity, for advisors and business owners, to be "published", possibly by a top publication by providing your advice or opinion, in a few sentences or a paragraph to a journalist. That's how I was published in Entrepreneur Magazine, Huffington Post, and a few other major publications. And I've been interviewed by

2019-12-27T23:04:25-05:00September 30th, 2019|3. Marketing Your Financial Firm|0 Comments
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