When you took your FINRA Series Investment Exam, you probably heard the term, “hang a shingle.” The term implies that your financial services company is open for business. Now, that same concept can be applied to pressing “Publish” on your website. Your digital storefr...

In the retirement plan business, the majority of new clients come from either an existing client referral or center of influence introduction. However, don’t be fooled; over 86% of prospects will Google before they agree to meet with you.  This means that you first hav...

Ever have a great idea and just run with it?  Whether it’s a new blog article, lead generation email campaign, or a new prospect presentation deck, the creative lightbulb is burning at 3000 mega-watts an hour.  Oh baby, you’re cruising! Those magic moments when everyth...

In 2015, Google announced that for the first time in history, more searches were conducted on mobile devices than on desktop computers. Since that time, mobile search has continued to increase. So much so that Google has announced that starting July 1, 2019, they will...

For many retirement plan advisors, the summer months are generally slow, but that doesn’t mean your marketing campaigns should take a vacation. Instead, automate them! Use this downtime to strengthen your regional authority as a retirement plan expert.

In this article,...

If you said, “Yes, I am,” then you’re not the only one – and you’re prospects are too! The majority of us are on screen time 3 hours and 15 minutes per day. Whether it is a quick email or flipping through social media, more and more moments of the day are devoted to st...

Two friendly advisors walk into a conference room, the conversation goes:

“How’s business?” asks Bill.

“Steady, what’s new with you?” Paul replies.

“Glad you asked, we recently launched a new 401(k) blog series and it’s been fun seeing the uptick in our website traffic,” ...

More and more savvy professionals are turning to video for quick snippets of information. Whether it is a who’s-who’s for a political election to a training video on Excel pivot tables to “what does it means to be a fiduciary?” video is fast becoming another normal way...

If you Google your name, what do you find? Does your LinkedIn profile appear? What about your professional biography? How about an article you wrote and/or were quoted in? Rather, is it something different? When you do a digital audit (Googling yourself), you learn wha...

Brainstorming a relevant plan sponsor topic, researching sources, typing word by word, citing footnotes, and compliance review are all a part of the content creation struggle. After you have overcome those hurdles, you can bask in the joy of pressing “Publish”.  Wow, t...

“We don’t meet with wholesalers” but here’s why you should

When was the last time you worked “on” your business instead of “in” your business? We believe that taking a few minutes, hours, or days to truly focus on how to grow and scale it will ultimately help you becom...

“If the internet says you’re an expert, then you’re an expert.” At the ASPPA Annual conference, Shannon said that. Wow, what an insightful comment. Because it’s true. Ask yourself, when you have a question, where do you turn? The encyclopedia? Yellow pages? Phone? No....

Are the majority of your plan participants invested in the QDIA or are they taking the time to select their own investment allocations? For those who are going at it alone, do you think they are properly invested?

The reason we’re starting with these questions is that...

In a conference room, forty financial advisors are sitting and waiting for the regional event to begin. My task is simple - welcome everyone to the Atlanta Regional Workshop and introduce the first speaker. With sweaty palms, heart racing, and thick tongue, I walk to t...

“I play email whack-a-mole,” explained one advisor at a recent meeting.  She said everyday it feels like an arcade battleground to stay on top of incoming emails.

“Is this Tetris or my calendar?” Hard to tell the difference.  With back-to-back conference calls, travelin...