The confusion of movement and distraction made it hard to focus on how to properly move forward. It felt like the sweeping of one branch would sting my face whilst another would hit me in the gut, sending me flying back several steps. The urgency to calm the entangled frustration in front of me increases...
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...
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...
Content is a key component of digital branding, but Conversation is the new king. In a nutshell, your online brand strategy needs to focus on content, connection and community to spark, engage and build conversations. In 1996 (almost 30 years ago…), Bill Gates said that “content is king,” and it’s been the guiding principle for...
Clients are seeking advisers who not only provide expert financial guidance but also engage them through compelling communication channels. In the competitive world of financial planning, nurturing and maintaining strong client relationships is essential for success. One of the most effective ways to achieve this is through consistent communication. By keeping in touch with your...
As the last of her laptop battery drained, Sarah managed to craft the final elements of the project she was working on. She was deeply exhausted from the effort, but proud of her accomplishment. Clicking send, she crept into bed in the early hours of Monday morning and awoke too early to her phone pinging....
As artificial intelligence (AI) continues to advance, you might have heard concerns about job displacement, and it’s natural to feel a bit uneasy about the future. However, while AI technologies, such as chatbots and machine learning algorithms, are automating and enhancing tasks in various industries, they aren’t all doom and gloom. In fact, AI has...
In the world of financial planning, open communication between clients and their planners is essential for creating successful strategies and achieving financial goals. However, many clients tend to avoid discussing certain topics due to discomfort, lack of knowledge, or fear of judgment. Through working with financial planners for over a decade, we’ve explored the common...
As Shopify wrote on a recent blog: Branding is the process of creating a distinct identity for a business in the mind of your target audience and consumers. At the most basic level, branding is made up of a company’s logo, visual design, mission, and tone of voice. But I like to see it as a...
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,...