How Much Does a Website Redesign Cost?
You may know that your website needs a facelift, but are worried that a redesign will cost an arm and a leg. Watch this marketing tip video to learn how long a redesign process will take and how much it will cost! We love to share what we've learned from the thousands of financial advisors…
Anatomy of a Perfect Social Media Post
What are the four key components of the perfect social media post? Watch this video with Craig and Brandon to learn how to craft an awesome social post using simple steps. We love to share what we’ve learned from the thousands of financial advisors that we’ve partnered with, take a…
How to Use Local Search to Improve Your SEO
Google has changed the way they choose search results to give local results for local services, such as dry cleaning or financial planning. You can use local search rules to your advantage so your website ranks higher. To learn more, watch this marketing tip video! Local search We love to…
How Will Google’s New Mobile Rules Affect My Website?
There's been a lot of publicity and concern regarding Google's new mobile friendly search rules. Learn the truth about how the update will affect your website's ranking by watching this marketing tip video! Google and mobile We love to share what we've learned from the thousands of financial…
What are Keywords and How Should I Use Them?
You have probably heard people refer to "keywords" when discussing websites. But what are keywords and how can you use them to help prospects find your website? Watch this week's marketing tip to learn more! What are keywords We love to share what we've learned from the thousands of financial…
What’s the Trick to Being Tech Savvy?
What's the trick to getting new technologies? Craig is by no means old, but he sure does embrace technology, which can be rare within his demographic. Here's the trick to learning and embracing new technologies, no matter your age! Craig How are You so Good at Learning New Technology We love…
Client Events to Review Specific Holdings
When you're planning client events, think about the interests and concerns of your clients. Many are curious about their largest holdings and enjoy learning about market trends. Watch this marketing tip to learn how to engage clients and add credibility to your client events! How do I Add…
What Should I Post on Social Media?
Do you get stuck trying to find relevant articles and videos to post to your social media profiles? Learn how to use FlipBoard, a free app to find great content to post every day of the week! Marketing Tip What Should I Post on Social Media We love to share what we've learned from the…
How to Do a Client Survey
Regularly collecting feedback from clients can save you time and money, help resolve problems before they get out of hand, and improve client service. Watch this video to learn how to do a client survey for free! Marketing Tip How Do I Run a Client Survey We love to share what we've learned…
Is Your Email List Getting Stale?
Over time, it is common for an email list to gather dust. There are many great ways to freshen up your list and expand the reach of each email you send. Watch this video to learn tips and tricks for supercharging your email list today! My email list is starting to get stale