by Kimberly Rupert | Oct 5, 2026
One of the things I’ve learned from working with financial advisors is that marketing can feel a little different when someone else has to approve what you say. You can’t necessarily have someone log into your systems, create whatever they want, and hit...
by Kimberly Rupert | Sep 28, 2026
A bookkeeper I work with lost access to her business Facebook page for eleven days last year. No warning, no clear reason, just a locked account and a support ticket that sat unanswered. Her email list never noticed. She kept sending, kept connecting, kept showing up...
by Kimberly Rupert | Sep 21, 2026
October is hands down one of the most fun months of the year for social media content—from spooky Halloween vibes to niche celebrations like International Coffee Day and World Mental Health Day. But let’s be honest: tracking down all those obscure observances while...
by Kimberly Rupert | Sep 14, 2026
September is Life Insurance Awareness Month. It has been every September since 2004. I mention that because I talked to an insurance agent recently who didn’t know it existed, even though it’s been sitting on the calendar for over two decades, built...
by Kimberly Rupert | Sep 7, 2026
A bookkeeper I work with got a referral, before she started working for me, from one of her best clients. Warm intro, glowing words, the kind of lead every advisor hopes for. The prospect never called. Weeks later, my client found out why. The prospect looked her up...
