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 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 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...
by Kimberly Rupert | Aug 31, 2026
When I first set out to grow my Virtual Assistant business (2014 – 2024), I believed a good business owner could do everything. If a client needed something, I handled it. If there was a graphic to design, an email to write, a website to update, or a social...
by Kimberly Rupert | Aug 17, 2026
September is just around the corner, which means it’s time to start filling up that content calendar! And if you’re anything like us, you probably don’t want to spend the last few days of August scrambling to figure out what to post. When we’re planning content, one...
by Kimberly Rupert | Aug 3, 2026
If you’ve been your own marketing department, you probably tell yourself the same thing many business owners do: “I’ll just do it myself. It’ll save me money.” At first glance, that makes perfect sense. You know your business better than...
