Labor Day Isn’t Just a Holiday. It’s the Real Start of Q4
TL;DR Labor Day isn’t the end of summer; it’s the reset button for Q4. For financial advisors, tax professionals, and service-based business owners, this is
Tag: Small Business Marketing
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August Q&A for Financial Advisors: How to Reset Strategy, Reconnect with Clients, and Prep for Q4
TL;DR August isn’t downtime for financial advisors—it’s your reset button. While clients ease back into routines, you have a window to prep Q4 campaigns, reconnect
Got a Tax Extension? Don’t Let Your Marketing Stall Out Too
Why October deadlines should trigger a marketing reset, before the Q4 chaos hits. If your tax deadline got pushed, it’s easy to mentally push everything
Plum Weekly Q&A: Back-to-School for Financial Professionals
Real Questions Financial Pros Are Asking This Season, and What to Do About Them Back-to-school isn’t just about kids. It’s a major emotional and financial
Freedom Doesn’t Come From Clearing Your Calendar
Direct mail marketing tips for financial advisors and service pros who want more leads and less busywork. Let’s be honest. Freedom is probably the reason