Financial Advisors: Start Planning for 2030 Today

It’s true in all industries, and the world of finance is no exception: those who refuse to evolve will be left behind. Older generations of investors aren’t getting younger, and literally trillions of retirement savings and other sources of wealth hang in the balance. Advisors who maintain strong, meaningful relationships with clients and the next… Read more »


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Ep. 277: How Learning to Sell Made Lawyer Allison Williams Uber-Successful

 How to Run a Successful Business Who should listen: Regardless of your industry, if you’ve recently started a new business or have thought about being your own boss, and you want to make sure you start off on the right foot, you’ll benefit from the wisdom shared in this interview. Key idea: Sales conversations… Read more »


ReminderMedia Employees Crush Goal for the 2012 Philabundance Food Drive

ReminderMedia Donates over $4,000 in Food and Cash to Local Philabundance Food Bank This Holiday Season For the second consecutive year, ReminderMedia organized a company-sponsored food drive in support of Philabundance, the largest hunger relief organization in the region. With last year’s impressive donation nearing 1,000 pounds of food, the ReminderMedia team set out to… Read more »




Ep. 506: The Best Golden Nuggets of 2023 | Client Events

 Show Some Client Appreciation with These Referral-Producing Events Client appreciation events are about showing gratitude, but they’re also an exceptionally effective way to capture referrals and generate a surplus of goodwill. Hosting events for high-net-worth clients in the financial industry is a well-established practice, but real estate client appreciation events, in particular, seem to… Read more »


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6 Unique and Creative Marketing Ideas for Real Estate Agents

Frankly, as a writer who has respect for the English language, I can get pretty ticked off when someone promises “unique” marketing ideas, and the first thing on their list is “create a website.” Really? If you want marketing ideas that will help you stand out not just for the sake of being different but… Read more »


9 Freakin’ Awesome Facebook Marketing Ideas for Real Estate Agents

Social media marketing for small business . . . Facebook post ideas for small business . . . Real estate post ideas for Facebook Facebook lead generation for REALTORS® . . . Facebook story ideas . . . You search and search, and you still haven’t found the best answer to your most burning question:… Read more »


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Ep. 369: Generating Leads in This Crazy Market (With Michael Hellickson)

 There’s a Critical Need to Diversify Your Real Estate Lead Generation Sources “Do all of it!” ~ Michael Hellickson Who should listen: Professional real estate agents who are serious about doing what it takes to play in the big leagues. Key idea: Real estate agents who rely on referrals or any other single source… Read more »


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Ep. 396: Maximize Client Loyalty with Radical Generosity (with John Ruhlin)

 Meaningful and Memorable Client Gifts Who should listen: Those who want to know the secrets of how to make giving gifts to clients a powerful mechanism for referrals. Key idea: Client gifts aren’t bribes; they’re vehicles used to deliver an emotion. American novelist Sarah Dessen has said that the best gifts come from the… Read more »


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Ep. 412: How to Raise Capital for Your Business

 Finding Investors and Raising Capital Key idea: While a deal needs to make sense, investors are willing to back an idea if you are able to fulfill the fundamentals of building good relationships, including earning their trust. It’s possible that the idea of finding investors to help you raise funds to launch a dream… Read more »


Ep. 436: Maximizing Profits – How Advisors Can Earn More with Fewer Clients

 The Basics of Running a Business Key idea: Entrepreneurs may be experts in what they do, but they don’t always know how to create and manage a profitable company. That’s why mastering the core principles of running a business is essential across industries. This week’s guest on Stay Paid is Adam Rean Bohlen, director… Read more »