The Trouble with Turtles

We all know the financial services industry moves a bit slowly. We say that with regularity. Somehow we seem to think that being risk-averse and moving slowly is fine. (Then there’s compliance, which intensifies our turtle-like approach.) But this slow pace isn’t gonna work as the most connected, personalized, multidimensional generation steps into leadership roles. […]


I guess you could call me a pointillist. I believe that every small dot, selected with intention, can connect to form a beautiful image. The world of marketing, branding and client experience is as vast as the ocean and feels like it requires huge budgets and endless hours – not small dots. Not necessarily true. […]

Feeling commoditized? Show some love!

Business printing isn’t necessarily a hip industry. It’s really just paper and ink. Think printing, think commodity. Right? Even worse, ever since Al Gore invented the Internet, pundits have been pointing to the death of the printing industry. (We all have digital screens. Who needs paper anyway?) Combine this with increased global competition and skinny […]

Happy National Sock Day!

If you’ve been in the audience when I speak or train, you know I love a question-asking-question-answering-all-in-engaged audience. And one of the ways that I “reward” people for their participation is to give away socks—they’re brightly colored, polka-dotted, cozy and high quality. They’re unforgettable. During two sessions I recently presented about the client experience at […]

Boo! Marketing is Scary

At the Excel 401(k) Conference this past week, I taped an upcoming episode of the Retireholi(k)s. If you’re not familiar with them, think TPAs, ERISA and beer – discussed by a group of passionate and prepared Southern California types from Plan Design Consultants. The show is there way of adding value to the advisor community – without another […]

Happy National Coffee Day!

Starbucks didn’t create the coffee culture; there were plenty of places to get a cup of coffee before they started. What they did was turn a once-upon-a-time purchase into a daily ritual for many of us. (Short Flat White anyone?) When Howard Shultz bought the Seattle-based firm, he shifted our idea of what coffee could […]