There are several wildly popular biennial and quadrennial events like solar eclipses, the Olympics, Leap Years and Election years when...

As we turn the page on another roller coaster year, a lot has changed, yet the resiliency of people has remained strong. We have thought...

As a kid, do you remember jumping rope? Two kids would be twirling the rope and would say, “Jump in!” And if you were like most kids, a...

Not many people wave, but everyone waves back. As we return to normal, be the first to wave to your clients and important relationships...

In any successful marketing campaign, the first step is identifying your target market. By understanding your target audience, you can...

In life and in business, all we have is our reputation. It’s the glue that can either make or break us. By understanding how you can...

Client experience is at the core of every successful business, and retirement plan advisors have the tough job of serving both plan...

How many sales are won on the first meeting? Not many, right? As an advisor, you put in the work to earn new business, and that could...

Thanks to COVID, most of our routines have changed. Those moments when we could stop, think and evaluate have been modified. As a...

There’s an old saying, “50% of marketing works. The trouble is, I don’t know which 50%.” Let’s unpack that and learn about your true...

In a recent conversation, we asked an advisor “What is your marketing plan?” They replied, “We don’t have one.” If that sounds like your...

We all have a cousin, friend or neighbor who has no clue what you do but always has “an idea” for you. This person usually pulls your ear...