June 29, 2026

The Definitive Guide to AI-Era Visibility

The way prospective clients discover and evaluate financial advisors is evolving. While referrals remain invaluable, AI is playing a growing role in how people research firms, evaluate expertise, and build confidence before reaching out.…

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November 24, 2025

Thanksgiving Recipes From the LMG Team

Thanksgiving is Kelly’s favorite holiday of the year (family, food, and football!), and this year, we thought it would be fun to share our favorite family recipes and a few things we’re thankful for!…

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November 21, 2023

How To Do Client Gifting the Right Way

Financial advising is and always will be a highly personal business, and because of that, the best marketing strategies are ones that make your clients feel like they know you, you know them, and…

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April 9, 2021

To DBA or Not to DBA?

Advisors who haven’t established a DBA will often tell me, “Well, I know I need to have a DBA if I want to be successful…”  But that’s not necessarily the case. When you’re considering…

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September 2, 2020

What Do You Do for a Living?

Any time I work with a new client, I ask them this question: If I ran into you somewhere and I asked you, “What do you do for a living?” – what would you…

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April 29, 2020

The Benefits of Blogging

Have you been struggling with whether or not a blog is worth the investment of your time? The reality is, it’s a great thing to have, it’s free if you’re updating your own website,…

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September 18, 2019

5 Pro-Tips for Choosing Fonts

“Learn the rules like a pro, so you can break them like an artist.” – Pablo Picasso When it comes to designing something – whether that’s a website, a brochure, or even a powerpoint…

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November 16, 2018

Taking a Vacation From Your Business

Kelly was quoted in an article in Business News Daily, written by Katharine Paljug. The article discussed how to effectively take a vacation from your business, allowing business owners to have “…increased mental acuity,…

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September 12, 2018

Marketing to the Generations: Millennials

“Millennials expect to create a better future, using the collaborative power of digital technology.” Mal Fletcher This is the fourth post in a four-part series about Marketing to the Generations As you work on…

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August 16, 2018

Marketing to the Generations: Matures

“Once you create a loyal customer base, it’s tough for a competitor to take that away” Joseph Mansueto This is the first post in a four-part series about Marketing to the Generations We oftentimes…

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June 30, 2018

Writing the Perfect Executive Bio

“Either write something worth reading or do something worth writing.” Benjamin Franklin “So tell me about yourself?” It’s the question we have all heard a dozen times. Most likely it occurs in an interview,…

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June 21, 2018

Millennial-Friendly Messages

The majority of our clients focus on marketing to high-net-worth individuals and families. Over the years, we have started to see a trend in some of our clients beginning to focus more on marketing…

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October 5, 2017

My Website is Live… Now What?

Understanding SEO and Identifying Scammers Today, I would like to talk to you about what to expect when a new website goes live, and what to expect in general with SEO regarding a website.…

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April 27, 2017

Employment Retention Strategies

“If you could get all the people in an organization rowing in the same direction, you could dominate any industry, in any market, against any competition, at any time.” Patrick Lencioni It’s every business…

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April 18, 2017

My Rule on Social Media Content

“Document. Don’t Create.” Gary Vaynerchuk Imagine you have meetings with two new people for coffee to share business tips with. You are excited because both people are incredibly accomplished in your industry. You cannot…

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