In today’s digital landscape, an online presence has become more than just a tech-savvy term; it’s an indispensable component for any thriving business, including financial planning. A strong online presence often forms the initial point of contact with potential clients. It’s the platform where they glean insight into your services, your values, and how you...
In my journey as a professional communicator assisting financial planners with their communication strategies, I’ve observed a common challenge. Some call it “Out of sight, out of mind” – I like to call it “Out of site… out of mind”. Put yourself in your client’s shoes: you’ve had a phenomenal meeting, the advice is sound,...
It always seems easier when other people do it. As I stand over the block and feel the hardwood clenched within my fists, the weight of the axe becomes a welcome respite to the light touch of my keyboard. Ironic – given that this is actual heavy lifting. Paradoxical, even, when I consider the weight...