Monthly Archives: September 2019

Ask yourself these 3 Questions

You can instantly make your marketing… bio… mail piece… seminar… or any communication you have with the public, INSTANTLY more effective by asking yourself these 3 questions. Put yourself in the shoes of the client and ask: What’s Your Point? … Continue reading

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Which is Better for Business… LinkedIn or Facebook?

In the last couple of years, financial advisers using digital marketing has skyrocketed.  You’ve most likely seen or been approached from providers trumpeting their great success on either LinkedIn or Facebook.  So, which one is better? Great question.  This article … Continue reading

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Why Clients Don’t Take Your Advice… and how to fix it

Have you ever worked with a client where you can reduce their taxes… increase their return and income… reduce their risk and fees… MAKE THEIR LIVES AWESOME!  And they still don’t take your advice? Watch this 40-minute video that will … Continue reading

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