Latest Articles

Explore our latest insights and expert guidance to help you make informed decisions.

What Should Businesses Post About on Social Media in September 2026?
Aug 19, 2026

What Should Businesses Post About on Social Media in September 2026?

And Overall Balance Your Information With Humanity Not every post needs to sell something. Introduce a team member, share your company’s story or ask followers a thoughtful question. The goal is not to post about everything. The goal is to consistently share information that is useful, human and relevant. Think about what questions you are asking this September? Your customers are probably asking the same questions. Start there—and create content that helps you, and therefore your customers, take the next step.

Read more
The Power of Face to Face
Jul 15, 2026

The Power of Face to Face

This is the beginning of a series of articles discussing the change in building business in 2026. It is about the return of People to People. This first one is about the power of face to face events. It is featuring a new tool created by annuity giant, Bill Broich. He took the trend of People to People and created a simple way for financial advisors to bring people together to learn and grow. And it is working across the country. Let's look at why.

Read more
What Are the 5 Social Media Culture Shifts Shaping Marketing in 2026?
Jul 14, 2026

What Are the 5 Social Media Culture Shifts Shaping Marketing in 2026?

For years, businesses were encouraged to make every social media post look professionally produced. In 2026, content that appears too polished, staged or artificial may create distance instead of trust. Audiences increasingly want to see the people behind a business. A short video from an employee, a customer story, a candid explanation from an owner or a firsthand answer from an expert can feel more credible than a perfectly designed but impersonal graphic.

Read more
The #1 Social Media Marketing Shift in July 2026: Answer the Questions Your Customers Are Already Asking
Jul 8, 2026

The #1 Social Media Marketing Shift in July 2026: Answer the Questions Your Customers Are Already Asking

For years, many companies used social media as a place to share announcements, greetings, promotions, and updates. While those posts may still have a place, they are no longer enough to earn attention. In July 2026, social platforms, AI-powered search, and recommendation engines are rewarding content that solves real questions. That means the content most likely to be seen, saved, shared, and trusted is content that helps someone understand a problem or make a better decision.

Read more
Why Professionals Need to Show Up Online in 2026
Jun 24, 2026

Why Professionals Need to Show Up Online in 2026

The Bottom Line In 2026, social media is no longer just a marketing activity for financial professionals. It is part of the trust-building process. People are researching before they reach out. Younger generations are using social media to learn. Families are checking digital presence before continuing relationships. And misinformation continues to compete for attention. That means qualified financial professionals have a responsibility to show up with clarity. Posting does not have to be complicated. It does not have to be daily. It does not have to be sales-driven. It simply needs to be consistent, educational, and human. Because in today’s financial marketplace, silence is still a message. And for many prospects, the advisor who explains clearly before the first meeting may be the one they choose to call.

Read more