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Carroll S Golden
a book bubble about
How Not To Pull Your Family Apart
Parenting & Relationships
Author Insight
The Marketing Popcorn Trap
To grow your business, you need a focused marketing approach. Too often, financial professionals get caught up in tactics like emails, Meta ads, and social media posts, missing the bigger picture. The best and most successful professionals think deeper. They avoid the trap of "Marketing Popcorn," where tactics are scattered and executed independently of each other with little or no cross-functional coordination. Instead, they prioritize strategy by asking critical questions: Who are my clients and what steps will get us where we need to be? Who do my clients include in their circle of influence? What are the planning occasions I can own and how do I organize them into an organized approach? A strategic approach doesn’t focus on you as the advisor. It’s about defining how you bring clarity to their problems and offering a clear path forward. By understanding and implementing a simple, shared roadmap with steps that lead to better communication, you build stronger, more impactful relationships. This creates a narrative of trust and confidence that resonates with your clients and their circle of influence.
Book Excerpt
How Not To Pull Your Family Apart
Nicole says, “Reviewing the options will help Erik and I feel more confident and ask more personalized questions when working with a professional. So, let me thank you for that, for both of us, right now.”
Jodi is visibly moved, if not confused, by the unexpected appreciation.
Erik elaborates on the surprising direction of the conversation. “Honestly, Mom, we were not that interested in being part of another CPT after we got Grandma and Grandpa’s plan done.”
“When you said that you and Dad wanted to redo the three steps to avoid being rushed into a solution that you may not like or want, we felt obligated,” Nicole admits with a look of apology. “But we also wanted to be supportive,” she quickly adds.
“But at the end of the day,” Erik adds, “we all got something out of it.”
Nicole continues, “We enjoyed being included, value what we have learned, and now realize what to consider for ourselves. We didn’t appreciate what an essential role extended or LTC plays as part of planning for a more secure financial future. Hopefully, using a plan for care is way off in the future, but it may not be.
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