Category Archives for Digital Marketing

What is the Digital Presence Map?

a couple of months ago

Clients ask me, why did you make a digital presence map?  What is a “digital presence” anyways?? The short answer is, the map isn’t the territory; and it sure helps to know where you want to go! How we use the map to establish a winning digital presenceOur client process uses the Digital Presence Map as a diagnostic […]

E26 | Sharing your firm story through video

Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It doesn’t have to be. It is important to think about the time and money it will save.  There are huge benefits to having one or more videos as collateral.  A good video adds consistency to your brand. “Video offers financial advisors a great […]

EP25 | The Brilliance of Whiteboarding Videos

Why are those animation videos so engaging? You know the ones with the expansive whiteboard and markers with a narrative that seems to be both spontaneous and well narrated.  I love how they seem to make incredible points and keep you wondering what is next. Jill Addison of FA Client Machine joins the podcast to […]

Richard B.(Dick) Wagner Memorial Scholarship Fund

a couple of years ago

This is a special announcement that I’ve been waiting to share with you for months. I am proud to share that the CFP Board and the Financial Planning Association are working together on a new scholarship titled the Richard B.(Dick) Wagner Memorial Scholarship Fund. The announcement was made last week at #FPARetreat18, at the Wigwam in […]

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