Back around 2011, small businesses across America were flocking to promote themselves on “deal” sites like Living Social and Groupon in order to bring in new business. The ‘deal’ given was typically offered to customers at 50% off of the retail price. And before you say “but Financial Advisors don’t use Groupon to build their business,” […]

Advisors regularly approach us about driving more traffic to their website… so they can generate more leads and, in turn, sign more clients. And while it’s true that more traffic might mean more leads and more clients, most Advisor websites (or brochures or other marketing materials) do a good job of getting people to take […]

If there’s one thing I wish I’d done in my own business earlier, it’s niching down my marketing to focus on attracting a narrower audience. Of course, having a narrow focus isn’t necessary for every type of business, but for financial advisors, it represents a potential gold mine. In this article, I’ll be sharing some […]

One of the very best ways to manage your time is to learn to say no. Saying no is a great way to control how you spend your time and take your power back. Most of us don’t know how to say no because our parents taught us very well not to say no. Many […]

Have you ever started something new – a new job, a new sport, even a new game and you’re trying to learn the information and it feels like your brain might explode? Of course, that’s an exaggerated symptom of information overload. But, most people are experiencing it almost daily as they go about their normal […]