Plum Weekly Q&A: Back-to-School for Realtors
TL;DR Back-to-school season is chaotic for families, and most agents go silent. That’s a mistake. This is the moment to acknowledge real stresses, reconnect with
Tag: relationship marketing
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What Labor Day Teaches Us About Client Appreciation
TL;DR: Labor Day isn’t just the unofficial end of summer; it’s a reset button. For financial advisors, tax professionals, and service-based business owners, it’s the
How to Prep for Q4 Without Sounding Like Every Other Advisor in the Inbox
TL;DR Most advisors’ Q4 emails sound identical, and clients tune them out. To stand out, stop leading with the calendar and start with what’s actually
What Tax-Free Weekend Can Teach Us About Smarter Financial Planning (and Smarter Marketing)
Let’s be honest. Most financial advisors and tax pros breeze right past tax-free weekend without giving it a second thought. After all, it’s designed for
From Event-Based Planning to Moment-Based Influence
For Financial Pros Tired of Posting Into the Void Let’s not overcomplicate it – if your content strategy revolves around tax season, end-of-year checklists, and