If you’ve considered using Facebook to promote your financial planning practice, or any business for that matter, check out Kristen Luke‘s article. She always provides great information specifically for financial planners that want to improve their marketing. I was fortunate enough to be quoted in her most recent article The Three Best Ways to Market [...]

Last week I received a call from a reporter from Investment News magazine.  He mentioned he was referred to me because I was an “expert” on using social media as a financial adviser.  I never sought out such a label, but it’s not such a bad title.  As I mentioned in a previous post, I [...]

I was recently interviewed by John Marx of Copsalive.com. We met on the internet and have stayed in contact ever since. John is a real interesting guy. He is a retired cop who has created a business that helps cops deal with the many unspoken dangers of police work–suicide, alcohol and drug abuse, and financial [...]

In the past six months I have taken an active interest in learning about various social media programs.  My original intent was to promote my financial planning business but it has evolved into much more.  There is no question that social media such as Linked In, Facebook and Twitter have become excellent tools for business, [...]

I was recently interviewed by Financial Adviser, and I invite you to read and enjoy the results: Retirement on Hold – FA Magazine