Welcome to February. You’re halfway through winter (or a quarter, if you live in Wisconsin).
We missed last week so we’re doubling up on the articles you should read this week. Enjoy!
Financial services has a long history of being the industry of not treating women very well, and that extends to how firms market to women. In this helpful article, Shawna Ohm gives you 4 things not to do, and 4 things to do instead.
Read more here.
When it comes to advisors creating marketing content for other advisors, Taylor Schulte is on a level all his own. In this blog that was published on Michael Kitces’ Nerd’s Eye View, Taylor dives into the simple and practical ways you can improve your website’s SEO. These tips don’t require a master’s in web development; read it and use them.
This article published before we started doing the Mixtape in 2021, but it’s good enough to bring back. The year is still fresh and if you have a business partner, you need to make sure you’re on the same page about where you want to take your firm in the new year. Angie Herbers breaks down the 3 reasons most partnerships fail so you can know what to avoid.
Read the article.
Tyrone Ross is bringing financial education to the youth of America with his new series called Learn to Money. The trailer and pilot episode dropped this week and you can also look through sample materials for how this course can be used to teach financial literacy. There are opportunities to get involved—if you have connections with public schools, visit the site to see how you can help make Learn to Money part of curriculum that can make a difference.
Go to the site.
Zach McDonald, President & CMO
“One of my favorite covers of all time.”
Johnny Sandquist, Founder & CEO
“Nothing good happens past 2 AM.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
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