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 […]
The insights you need are in their interests, wants and desires
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 […]
Business grade sync and backup is better.
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 […]
What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did. Galen is an avid “gamer.” He likes video games and video game […]
Are you using the tools and insights available online?
Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry becoming a credible authority. She and her team are some of the best PR and strategy advisors in the profession. She has been a long standing contributor to the overall financial planning movement. […]
Death and taxes, right? And we only one have any ability to negotiate with the latter. Economists and The Proposed Tax Plan I received an email from the Sanders Institute and Dr. Stephanie Kelton, an admired family friend who has some of the most innovative ways to understand money and economics I’ve ever learned. She […]
The Data Centers that protect ComConnect File Sync and CloudFinder users data