Blog Archives

Content is King (and Queen) - Here's How to Do It Right: Swift Chat with Veriday's Chris Lamoureux

1/28/2021

In this Swift Chat video conversation, I speak with Veriday's CCO Chris Lamoureux. The topic: Content and how producing good content builds trust and leads to business growth.

Chris and I share a formula for getting started if you haven't already jumped on the Content bandwagon. We also discuss how to produce a steady stream of good content that can help financial advisors and financial services brands stand out from the competition -- and ways to scale content creation when the advisor or firm is ready to ramp up.

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

1/17/2021

To say the nation is on pins and needles right now might actually be an understatement. This is why I asked Dr. Daniel Crosby to give us some quick tips on understanding why people act as they do -- and why we may be feeling such a swing of emotions right now.

With the Presidential inauguration set for Wednesday this upcoming week, January 20th, and given the disturbing violence on Capitol Hill last week -- plus everything else going on with the ongoing pandemic and challenges/concerns -- it is sometimes hard for even the most stoic of us (that would be me) to focus on family and business as usual. What can we do? How can we cope with all the uncertainty and concerns swirling around and amplified by the availability of 24/7 news coverage and the endless stream of upsetting content on social media ?

Strategic Marketing Plans and Goal-Setting for Independent Financial Advisors

1/4/2021

As business owners, we start another New Year full of possibility and hope. Most of us have probably already hit the ground running, focusing on accomplishing great things. We can increase our chances of success and growth, by setting our objectives and creating measurable goals to develop a robust plan that attracts the right clients and brings in new business. Peg your success in 2021 to the 3M’s and a robust marketing plan.

Here are some of the objectives many top financial advisors have included in their 2021 marketing plan:

Best Practices Blog

Content is King (and Queen) - Here's How to Do It Right: Swift Chat with Veriday's Chris Lamoureux

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

Strategic Marketing Plans and Goal-Setting for Independent Financial Advisors

About
This Blog

Kudos for Swift ChatS Podcast

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Best Practices Blog

Content is King (and Queen) - Here's How to Do It Right: Swift Chat with Veriday's Chris Lamoureux

Dr. Daniel Crosby Provides Tips on How to Manage through Challenging Times: Video Interview with Marie Swift

Strategic Marketing Plans and Goal-Setting for Independent Financial Advisors

AboutThis Blog

Kudos for Swift ChatS Podcast

Categories

Archives

About
This Blog