Stop Making Money Your Primary Motivation

It seems like a foolish notion. But take a moment to look deeply at the reason you wake up in the morning. Is it simply to perform a job in exchange for money? If the answer to that question is “yes” then you are a member of the vast majority. But what happens when the… Read more »



Make the Most of Your Off-Season

The winter can be a dreadful time for sales, especially when the holidays end and most people would rather spend their time indoors rather than worrying about what your business can do for them. But while your competition is taking the time to relax, you can be making the most of the season by staying… Read more »


How Will Changes to Google+ Affect Your Social Media Strategy?

When Google launched its social network, it was supposed to be a Facebook killer. Things haven’t quite worked out as they had planned. And now Google has announced that they will be rolling out big changes to Google+. Of those changes, the biggest may be that you will no longer need a Google+ account to… Read more »


3 Tips for Hosting a Stellar Open House

The open house has long been one of the most important marketing events for real-estate agents.  Not only does hosting an open house help market the listing to potential buyers, but it also helps the agent get their name out there—marketing themselves as a friend and expert to the community.  It presents the house that’s… Read more »


How Financial Advisors Can Retain Female and Next-Generation Clients [Free Ebook]

If a business reported that they couldn’t reach half of their client market, you’d probably think, “That business is in serious trouble.” That’s exactly what is happening with most financial advisors. It seems like every few months another article comes about how advisors have trouble connecting with female clients. And they aren’t doing much better… Read more »


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3 Last-Minute Holiday Marketing Ideas

By now you’ve probably already sent whatever greeting you had planned to your clients and sphere of influence. But how much of an impact did it make? I don’t know about you, but I get so many holiday cards that I can’t display them all. And forget about asking me to remember everyone who sent… Read more »


Don't just talk about money

What Successful Advisors Talk About More Than Money

People hire financial advisors to help them manage their money. So you’d think those clients would want to talk money every time they speak with their advisors. But that isn’t the case. Most people would rather only discuss financial matters when a specific need arises. Unless they need to change course, it’s easier and less… Read more »


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Reassess Your 2023 Marketing Strategy for 2024 Success

Updated November 2023 Now that the year is almost over, it’s a good time to take a look back and reflect on 2023. In particular, take the time to think about the marketing goals you set, assess your progress, and find areas of improvement before you start your 2024 plan. Revisiting this article is a… Read more »


10 Conversational Habits That Make You More Influential

“He’s a born salesman.” You’ve probably heard someone say this about someone who is particularly influential. You may have even used it yourself. But it’s not entirely accurate While some people have an innate sense of how to influence others, anyone can learn to use these techniques in their conversations. Here are ten of the… Read more »


3 Ways Sharing Your Values with Clients Can Improve Your Business

Around the holidays, many companies and business people join together to help others in need. Supporting these causes isn’t just good for those in need; it’s good for your business, too. Whether you decide to volunteer, support nonprofit organizations, or make charitable donations, here are three ways to leverage your good deeds for your business…. Read more »


How to Stand Out at Your Next Listing Appointment

Are you tired of walking away from listing appointments with nothing to show for it? If so, you’re not alone. A few years back, the National Association of Realtors published research stating that 93 percent of all homes were sold by just 7 percent of agents nationwide. That leaves a lot of competition for the… Read more »