Episodios

  • Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)

    Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)
    Aug 13 2024
    Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do?
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    29 m
  • Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479)

    Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479)
    Aug 6 2024
    To beat the market, you’ve got to buy and hold. To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building "marketing equity" through consistent efforts that compound over time. It is NOT a quick fix.
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    35 m
  • How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

    How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)
    Jul 30 2024
    Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?
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    31 m
  • How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)

    How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)
    Jul 23 2024
    Quick question: Can having a seemingly unrelated "hobby" podcast actually benefit your financial services practice? Quick answer: You bet it can!
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    28 m
  • Time is Money: Should You Outsource Your Podcast? (Ep. 476)

    Time is Money: Should You Outsource Your Podcast? (Ep. 476)
    Jul 16 2024
    Podcasting: to outsource, or not to outsource. That is the question.
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    39 m
  • Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475)

    Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475)
    Jul 9 2024
    Be your own loud. The non-negotiable you.
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    26 m
  • Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)

    Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)
    Jul 2 2024
    Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?
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    28 m
  • Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473)

    Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473)
    Jun 25 2024
    You know you need a content strategy. But where do you begin?
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    27 m