How Advisors Can Grow Their Brand with Twitter Threads

April 19, 2022

On July 6, 2021, I shared my Twitter strategy with members of PlannerDAO

Content Without Context Is Just Noise

April 13, 2022

Content marketing for financial advisors is all about defining your ideal client and creating content that resonates. When you know who your ideal client is, you can create context around your content to increase the chance that it resonates with your social media following.

99 Blog Topic Ideas for Financial Advisors

April 10, 2022

Coming up with content ideas is hard, I get it. So here are 99 headlines to help get the creative juices flowing.

Content Creation Will Make You a Better Advisor. This is Why.

April 3, 2022

Creating content will make you a better financial advisor and will help you work with better clients. Here’s why (and how).

Don’t Make This Mistake When Creating Content

March 30, 2022

Whatever content you’re creating, it needs to be intentional. Are you creating content to grow your business or to feel that sweet, sweet dopamine hit when someone, anyone, likes your post?‍

Why Vanity Metrics Don't Matter

March 30, 2022

Now in the past month, I’ve had 2 people reach out and say something along the lines of “I’ve been following your content for awhile and I love the way you explain things, I have a couple questions I was hoping you could answer”. The funny part is they’ve never interacted with my content. They’ve been watching from the sidelines, just absorbing.

Successful Email Marketing with a Small Subscriber List

March 30, 2022

For example in my case, I have a newsletter sign-up designed to capture emails from people who have visited my website in hopes of converting them into a client. It’s currently a very small email list (21 subscribers). However, out of the 21 subscribers - 2 have converted into paying clients.

FinTech Has Adopted UX, When Will Financial Advisors?

March 15, 2022

As financial advisors, we must prioritize UX because the world is becoming more and more tech-driven. As people get more accustomed to the UX of tech platforms, it’s going to become a standard and any service that doesn’t feel like the same quality will fall to the wayside.