Did you ever really reflect on how much things have changed for financial professionals?

Did you used to own a brick phone or even did you have to stop at pay phones?  We did.  Did you remember when the Internet started, like before you had e-mail?  We do.  I still have an AOL account out of habit.  Guess what.  It’s all still changing just as fast.  You’ve just stopped being excited about it.  Instead, you’re tired, maybe intimidated a little.  Do you say “dial the phone” to people?…that confuses the young!  Marketing has evolved from door knocking to robo-dialing, from fax blasting to e-blasting, and now it’s YouTube, text blasting, social media, and way more.  Robo-dialing was stopped with do-not-call lists.  Fax blasting was stopped by legislation.  E-blasting was stopped by spam laws.  Now you have to double opt- in, yada-yada.  Where are you in the evolution of marketing?

Dinosaur, Early Primate, Neanderthal, Caveman, Evolving Man(advisor) ,Advisor with YouTube account?

Are you still coachable?  Do you want to evolve your marketing and stay relevant, even grow, in the next marketing cycle? We have great tools and processes for this all to be “yes”!

Are you using what we have given you?

The Tax What if Doctor;-)

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