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10 Years of Blogging: 10 Lessons for Financial Advisors
We’re celebrating Practically Speaking’s 10th anniversary
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Follow a Leader: 5 Marketing Lessons Advisors Can Learn From Peloton
Peloton thrived during the pandemic, thanks to user-focused marketing strategies.
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Bracketology: What March Madness May Reveal About How You Invest
Whether completing brackets or choosing investments, we all bring personal biases to our decision making
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Valuate Your Advisor Business Before You Even Think About Selling
How to uncover costly problems long before you sell your business
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Social Media for Advisors: Get More Engagement from Repurposing Content
Easy tips to get more social media engagement using your existing content
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Social Media for Advisors: Don’t Post and Ghost
Social platform algorithms reward those who linger and engage
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Institutions are ‘Smart Money?’ Retail Investors Take It Personally
Investors and advisors alike want a tech-centric approach to personalized financial advice
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Engaged Employees Contribute to Better Client Experiences
Your employee team can be a strong differentiator
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Advisor Niche Spotlight: Identity Fraud
A risk management solution is a valuable differentiator for one advisor
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How the Pandemic is Changing Email Marketing: A Father\Son Perspective
Five ways to optimize traditional email tactics for better engagement
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A Framework to Communicate Your Value as an Advisor, Even Without a Niche
Communicating your value is hard, standing out is even harder
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What About 2020 Was NOT Unprecedented?
Don’t worry – I won’t be using that word again here
