1. Building an Online Presence1
WITHOUT HAVING TO LEARN TO CODE
Building an Online Presence 2
AND WITHOUT SPENDING TENS
OF THOUSANDS
OF DOLLARS 1

2. DESCRIBE THE LATEST TRENDS WITH A DIGITAL PRESENCE
Goals of This Presentation
LEARN LOW COST WAYS
TO MARKET YOURSELF
MAKE CONNECTIONS
THAT CAN HELP YOU
IN YOUR PROFESSION
MAKE MARKETING EASIER
DESCRIBE THE LATEST TRENDS WITH A DIGITAL PRESENCE
RESOURCES FOR TAKING
THE NEXT STEPS
MAKE LEAD GENERATION
MORE ACCESSIBLE 2

3. About me • Life insurance agent & in financial industry since 2001
• CFP®, CLU®, CLTC
• Author of “Total Compensation: A Practical Guide to Federal
Employee Benefits”
• Author of “The Personal Finance Handbook”
• Contributed articles or quotes on personal finance to WSJ,
USNews.com, Yahoo Finance, Credit.com, HuffingtonPost.com,
Fedsmith.com, and What’s Up Annapolis & Taste of the Bay Magazines.
• Appearances on a variety of personal finance TV and radio shows.
• Host of “Your Future Your Finances on channel 16 in Montgomery
County MD & YouTube
• DBA PSG Clarity – with tagline “Financial Planning Exclusively for
People Who do NOT Feel Wealthy”
• President Elect of Financial Planning Association (FPA) of Maryland
• Member of Howard County Estate Planning Council &
MDDC Press Association
• Mediocre tennis & soccer player; husband & father, and extra amateur
background actor
Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of PSG.

4. Things I Have Lost LOTS of Money on:
HIGH END PRESS RELEASES
GENERIC ADVERTISING
LOW END DIRECT MAIL
WRITING A BOOK THAT
IS GENERAL IN TOPIC
CALLING COMPANIES
“CONTENT CURATION”
MARKETING THAT GUARANTEES “ANALYTICS
& ENGAGEMENT” 4

5. Starting steps 1 3 5 2 4 6 GOOGLE YOURSELF REVIEW SITES & DIRECTORIES
HEADSHOT 2 4 6
ONE PAGER
DEVELOPING CONTENT
GOOGLE FOR YOUR
SERVICE

6. Your Website 1 2 3 4 THINK AS THE CUSTOMER CALLS TO ACTION
WIDGETS & CHAT 4
UPDATES 6

7. Written Content 1 2 3 4 GUEST COLUMNS TAG TO GOOGLE+ & ELSEWHERE
GHOSTWRITING - HAS TO HAVE YOUR TOUCH ADDED 4
“LET’S SAY ARTICLES” 7

8. Video 8

9. Social Media “Engagement” & Followers Does Not Necessary Equal Clients
Format of Page & Profile
Informative Content
Ask Questions
Sponsored Posts for Announcements
Tagging 9

10. Networking & Niche Development
ASSOCIATIONS
MAGAZINES
SPECIFIC WRITING
LINKEDIN
SPEAKING

11. Index of Resources www.konsus.com www.contentwriters.com www.vcita.com
Disclosure: None of these companies or resources compensated me to present their site or business here
Securities offered through Triad Advisors, Member FINRA/SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of PSG. 11