Using a scheduling tool eliminates back-and-forth communication, streamlines operations, and can unlock a range of valuable benefits you might not have considered.

I've put together four steps for effectively reviewing and updating your digital listings to ensure they are accurate and up to date – this month.

Here are some points to consider when planning your marketing strategy for 2023.

How do you know when it’s time to pivot your marketing?

Let’s look at the four most popular social media platforms for business, who’s using them, and what type of content is the best fit for each one.

Here’s how to tell if your website is stuck in the past and, if it is, how to position it for success.

Many of my clients have found success by focusing to serve a particular market or offer specialized services. Here’s why this works.

To scale your business, you can’t rely on your personality alone to carry you through; you need to intentionally and systematically make sure more of your ideal prospects have the opportunity to get to know, like, and trust you every day.

I’ll show you how to take your email marketing to the next level with automation.

Email marketing is a powerful tool to grow your business. But be aware of etiquette as well as some common pitfalls and mistakes that can cost you.

It’s time to dive into a tried-and-true method of building trust with email marketing – sending a monthly email newsletter.

Becoming familiar with each of the components of an effective marketing email will help you structure your emails for the best possible results.

The purpose of using an ESP, rather than sending from your own email client, such as Gmail, Yahoo, or Outlook, is to help you create professional designs, manage subscriber lists, evaluate the success of your email marketing campaigns, and stay within legal compliance.

Email marketing is one of the best ways to connect with clients and prospects. But to get results from your efforts, you need to make email list building a priority.

I have created a series to serve as a one-stop guide to email marketing for financial advisors.

I’m providing some additional resources, where I took an even deeper dive into specific LinkedIn-related topics.

LinkedIn provides a wealth of opportunities to enhance your marketing efforts. Here is how to take full advantage of everything the platform has to offer.

To get the best SEO results from your LinkedIn profile, do the following.

If you are not using LinkedIn actively, you are missing a prime opportunity to grow your business. Although the social media platform has been around since 2002, it has gained renewed respect in recent years as more professionals are recognizing its value.

Where can I find the best content to drive engagement? I’m not looking to provide market commentary. It would be great if I could customize it with our brand but not have to rewrite any of the content.

Google dominates our on-line personal lives. If you are not utilizing it in your financial advisory firm as well, you are missing out. While there is a paid option for businesses called G Suite, there are also tons of free tools that you can use to keep your office running smoothly.

One of the biggest mistakes a financial advisor can make is to ignore the importance of creating a complete and cohesive client onboarding process.

Should financial advisors spend their digital marketing efforts on a specific generation?

I will define a marketing funnel and explain why it is essential to your marketing strategy.

How can you use your content marketing to drive traffic, establish yourself as an expert and ultimately grow your business? I’ll highlighting three main steps: finding your voice, creating a routine and managing and monitoring your results.

Here are eight reasons to use content marketing to establish yourself as an expert.

Advisors know the importance of client satisfaction. It's a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm. Most of them, however, have not thought about tracking other important data such as performance and marketing metrics. Here is a list of important items I like to track for my clients.

Follow my tips for a clear, concise and newsworthy press release.

How do you create the perfect tagline? Here are seven steps and guidelines that will get you heading in the right direction.

Having and maintaining a CRM tool is vital for financial advisors who want to build a solid client experience

An independent advisor, who is one of my consulting clients, asked something that I am sure many advisors ask themselves: How much time and money should I spend on marketing?

Your goal is to make your posts show up in as many related searches as possible. Here are seven things to keep in mind to make your hashtags relevant and not annoying.

Facebook can be an effective place for both large and small independent advisors to drive business, but only when it is used correctly. Here are seven steps to get started on Facebook.

Here’s why I highly recommend LinkedIn to be the first social media account you use.

Here are the 10 things you need to do in order to effectively use social media.