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The Best Marketing Plan for Independent RIAs – What the Data Say

Updated May 5, 2021 There is no shortage of advice available to RIAs and other financial professionals about how to market their businesses. I’ve seen advice ranging from sending birthday and holiday cards to hiring a marketing firm or consultant whose expertise is working with financial services professionals. But if you’re a new RIA (independent… Read more »


An agent looks at Luke Acree's Instagram profile on a cell phone screen.

11 Real Estate Influencers Agents Should Be Following

The world of real estate can get competitive, so it’s crucial for agents to understand what their peers are doing—particularly the most successful among them. If you’re looking to dominate your local real estate market, here are 11 thought leaders you need to follow on social media right away.  Tom Ferry View this post on… Read more »


Top 15 Holiday Recipes to Share with Clients

Top 15 Holiday Recipes to Share with Clients

As Andy Williams memorably sang, it’s the most won-der-ful tiiiime of the yeeeear! If you’re a service-based sales professional, the holiday season is the perfect time to grow awareness of your business. That’s because the people in your database are going to be gathering with loved ones at countless events over the coming weeks—from Christmas… Read more »


Top 20 Seasonal Home Blogs to Share with Clients

Top 20 Seasonal Home Blogs to Share with Clients

When you’re a real estate agent looking to stay top of mind with your clients and sphere, social media is one of the most powerful tools at your disposal. By regularly sharing relevant and useful content, you can increase appreciation for your business among clients, while gently nudging prospects in the direction of wanting to… Read more »



Real estate agent in front of home speaking to a family of mom, dad, young boy, and young girl

How to Get Real Estate Leads in 2020

An exodus from cities wracked by COVID-19 and a growing trend toward new work from home policies are creating big opportunities for real estate agents. My mother always says that if you look long and hard enough, you’ll find something good in every situation. But the COVID-19 pandemic has challenged her fortitude, as well as… Read more »


More Ways New Real Estate Agents Can Get Leads for Free

This is Part 2 in a series about lead generation for new real estate agents. You can get leads for free from more places and in more ways than you might have thought possible. This time, we go digital with Facebook. Like any new real estate agent, I remember what it was like to be… Read more »


How Getting a New Puppy is Like Starting a New Career

Just recently my husband and I brought a new puppy into our lives. This is Rubble, an 11-week English Cream Retriever. While he’s undoubtedly adorable (I may be a little biased), these past few weeks have been particularly trying on our fresh marriage and lives as a whole. A few nights ago, while lying in… Read more »


Fall Recipes

Top 15 Fall Recipes to Share with Your Clients

Clients will connect with you on social media when they like what you have to say. But just because they’re following you, that doesn’t mean they want to constantly be bombarded with posts about your business. In order to maintain a meaningful relationship that results in more transactions down the line, you need to offer… Read more »


7 Costly Mistakes Everyone Makes with Direct Mail Marketing Campaigns

Congratulate yourself on making the decision to start using direct mail! Direct mail is a marketing tool that, unfortunately, some business owners don’t believe in.  But you know better! Still, you do need to take some care when using direct mail. Specifically, you want to avoid these seven costly mistakes when planning your direct mail… Read more »


How New Real Estate Agents Can Get Leads for Free

Updated June 29, 2021 In Part 1 of this 3-part series, discover 8 ways you can get leads for free as a new real estate agent. I see it all the time. New real estate agents doing their best to cope with the expense of starting a new business. As they struggle to find clients,… Read more »