Shawna Ohm 1/12/26 Shawna Ohm 1/12/26

Social media got fully reworked in 2025

Most of us use some type of social media everyday. And yet, despite frequent usage, we rarely pay attention to what's happening behind the scenes unless things start to feel... off.

So if 2025 felt weird to you, I'm happy to tell you, there might be a behind-the-scenes reason for that. Quite a few of our favorite social media platforms completely retooled the way they serve content to people over the past year. You may have noticed it as a user... but for businesses, these changes can be make or break.

Shawna Ohm 5/14/25 Shawna Ohm 5/14/25

Event marketing: Social media strategy

An effective event marketing social media strategy helps you build anticipation, engage audiences in real time, and extend the impact of your event long after it ends. From promoting your event across the right platforms to creating shareable live content and post-event follow-ups, social media plays a critical role in driving attendance and maximizing reach. Discover how to plan, execute, and optimize social content that supports your event goals at every stage.

Shawna Ohm 4/1/25 Shawna Ohm 4/1/25

How to set up a video station

If you aren’t sure what you need (or where to go) to get started with video… start here. We review the tools you do and don’t need to get going. Plus, how to make sure you don’t sabotage yourself before you even get started.

Shawna Ohm 3/20/25 Shawna Ohm 3/20/25

Lessons from the end of the world

Some of what I learned after 6 weeks in Antarctica.

Shawna Ohm 10/21/24 Shawna Ohm 10/21/24

Put the Joneses to work for YOU

For many advisors, the Joneses are the enemy:

Clients who try to keep up with the Joneses might live beyond their means.
When clients ask how the Joneses are invested, we remind them that the Jones family has different circumstances and goals.
We tell clients to ignore investing trends or their cousin's latest stock pick.

But what if you could make keeping up with the Joneses a positive thing?

Shawna Ohm 9/3/24 Shawna Ohm 9/3/24

Can you buy trust? Possibly

We feel the need to reciprocate when someone does something nice for us. That is an important, if counterintuitive, concept for marketing.

Shawna Ohm 8/7/24 Shawna Ohm 8/7/24

How to use pop culture in your marketing

Pop culture marketing is a great way to get noticed. Joining a conversation that’s already happening can help you amplify your voice and get noticed. But it isn’t a fool-proof strategy. Bad pop culture marketing is one of the worst, most cringey forms of marketing. Avoid it at all costs. Here’s how to strike the right balance.

Shawna Ohm 3/11/23 Shawna Ohm 3/11/23

How to explain SVB’s collapse to clients

By now, the world knows about Silicon Valley Bank (SVB). And headlines like "Second biggest bank collapse in U.S. history" are bound to scare your clients. Especially given the confusion around FDIC insurance, uninsured deposits, who's at risk, and why. Here’s an email template to help you explain the situation to your clients.

Shawna Ohm 2/16/23 Shawna Ohm 2/16/23

Get your clients SECURE (2.0)

We created a bundle of pre-written, easy-to-customize scripts explaining key parts of SECURE 2.0 in a way that shows your clients why they should care.

Shawna Ohm 11/21/22 Shawna Ohm 11/21/22

It’s time to thank SBF (no, really)

The fall of FTX and the rise and fall of Sam Bankman‑Fried offer more than just headlines — they give financial advisors a powerful storytelling tool. People care about people, not abstract tokens, and the FTX saga provides a compelling villain, plot, and real‑world stakes that make complex topics like crypto easier to explain.

Shawna Ohm 10/10/22 Shawna Ohm 10/10/22

How to support grieving clients

Grief can leave clients disoriented and facing major financial decisions at one of the hardest times in their lives. This blog offers compassionate guidance for advisors on how to talk about loss, provide practical support, and use thoughtful resources to help clients navigate the emotional and logistical challenges of grief with dignity and care.

Shawna Ohm 9/21/22 Shawna Ohm 9/21/22

No one likes vegetables. Or facts.

Most audiences tune out content that feels like a lecture — the digital equivalent of “eat your vegetables.” But for marketers and advisors, the facts you need to communicate matter. Discover how to identify what makes your clients care, how to wrap crucial information in engaging narratives, and how to give your content its own “deep fried” appeal so it gets the attention it deserves.

Shawna Ohm 8/11/22 Shawna Ohm 8/11/22

An introverts guide to conferences

Get excited for Future Proof, Excell, and Fearless Investing Summit… without worrying about how overwhelming the experience can be.

Shawna Ohm 7/24/22 Shawna Ohm 7/24/22

Personalization: What, Why and How

Personalization isn’t just a buzzword — it’s a strategy that helps your message cut through the noise and connect with your audience on a deeper level. Let’s break down what personalization really means, why it matters for engagement and conversions, and how you can apply simple but effective techniques in your own marketing.

Shawna Ohm 6/17/22 Shawna Ohm 6/17/22

6 tips for making better videos

Great video content doesn’t just happen — it’s planned, crafted, and polished. Read on for six tips to help you make better videos, whether you’re shooting for social media, your website, or client presentations.

Shawna Ohm 9/10/21 Shawna Ohm 9/10/21

Commonly misused words

Even seasoned writers and communicators slip up on words that sound right, but are often used incorrectly. We highlight some of the most commonly misused words, explain the differences in meaning, and share easy ways to remember the correct usage.

Shawna Ohm 8/31/21 Shawna Ohm 8/31/21

“Should I make a podcast?”

Thinking about starting a podcast but not sure where to begin? We break down the main questions every aspiring podcaster should ask, from identifying your audience and setting realistic goals to evaluating the time, equipment, and content planning involved.