By Marie Swift, President and CEO, Impact Communications

To many progressive advisors and industry thought leaders, social media is essential in terms of digital marketing and online presence. On the flip side, many advisors are still, when it comes to social media, confused about what to do and how to do it. Maybe you’ve taken a step into the social media waters and are doing OK with the basic strategies, but are not sure what to do next. Perhaps you have heard other advisors’ success stories and have seen them doing great things online, but can’t figure out how they do it and feel way behind. You might also be in the camp that wonders, “Why bother? What’s the big deal? Things are fine at my firm without all the social media distractions.”

In this article – and the webinar I presented on May 13, 2020 for WIFS, I will try to convince you that social media is important for boosting your online presence. I’ll also try to help you clarify your thinking and determine a good social media strategy.

Read the complete article here.

By Ande Frazier, CFP®, CLU, ChFC, RICP, BFA(tm), ChSNC

As a self-described planner, I am always making a list and getting organized for every event. No, I am not a control freak, well most of the time, but I do believe that being prepared and planning ahead can allow you to be calmer in the face of chaos.

It wasn’t too long ago I remember listening to the news talk about preparing for SuperStorm Sandy. As a New York resident, I was certainly concerned about what would happen when the storm hit. I gathered the necessary items they suggested and felt calm knowing that in the event the worst happened, I was at least as prepared as possible.

With the concerns about viruses, weather disasters, and other unforeseen events, it occurred to me that while we may have extra bottles of water, medicine and canned food, how prepared are we for a financial emergency?

Read the complete article here.

“Never apologize; it’s a sign of weakness.”

John Wayne famously uttered those words in the film “She Wore a Yellow Ribbon,” but for those of us who aren’t The Duke and don’t live in a 70-year-old Western, apologies are sometimes necessary. Witness the backlash when a celebrity caught behaving badly makes an insufficient or insincere apology (“I’m sorry if I offended anyone” and such).

Like anything else, however, apologies are subject to the “too much of a good thing” phenomenon. Excessive apologizing can undermine your effectiveness as a leader. It’s not a sign of weakness, but it can weaken others’ confidence in your abilities. Saying “I’m sorry” over and over again is like saying “I messed up” over and over again. Who wants to work with someone who’s always messing up?

Worse, “over-apologizing can desensitize your listeners when you want to deliver a sincere and necessary apology,” Donna Moriarty writes at “The more you say you’re sorry, the less power it has. Remember the boy who cried wolf? If everything rises to the need for an apology, then nothing does.”

Read the complete article here.

18459 WIFS 2019 Partner for Excellence MailChimp Footer 70x70


For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.