New website, new book, new ways of working– all of these are refreshes for my company. The essence of a refresh is building on what’s already working. You create news paths in and around. You metaphorically open windows to let fun and light in. You clean out dead wood. Years ago I was inspired by … Continue reading Is It Time for Refresh?
Wealth managers and financial advisers have to carefully watch that they comply with many rules. Often they publish newsletters that include pre-approved content, also known as canned content. They’re safe and boring! One adviser decided to keep top of mind with her clients by writing only about everything except financial stuff. Her adventures, family, reading, … Continue reading Be Like This Financial Adviser: Not Boring!