40 minutes |
Jun 30, 2020
Ep. 22 Matthew Halloran: On Financial Advisor Podcasting
44 minutes |
Apr 24, 2020
Ep. 21 Coach Micheal Burt: On Follow Up, Structure, and Activation of Prey Drive
52 minutes |
Apr 1, 2020
Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice
46 minutes |
Feb 7, 2020
Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches
68 minutes |
Nov 19, 2019
Ep. 18 - Dennis Mosley Williams: On the Experience Economy and Serious Shift
64 minutes |
Sep 16, 2019
Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little Things
47 minutes |
Aug 16, 2019
Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act
62 minutes |
Jul 16, 2019
Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand
51 minutes |
May 22, 2019
Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership
96 minutes |
Apr 4, 2019
Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management
94 minutes |
Mar 15, 2019
Ep. 12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNiched
60 minutes |
Mar 1, 2019
Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization
17 minutes |
Feb 1, 2019
Ep. 10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women
65 minutes |
Jan 16, 2019
Ep. 09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in Review
61 minutes |
Jan 4, 2019
Ep. 08 – Brittney Castro: On Social Media, Brand-Building, and Marketing Madness for Financial Advisors
68 minutes |
Dec 16, 2018
Ep. 07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity
57 minutes |
Dec 1, 2018
Ep. 06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration
98 minutes |
Nov 16, 2018
Ep. 05 - Mark Mersman & Matt Eilers: On Financial Advisor Marketing Best Practices
53 minutes |
Nov 1, 2018
Ep. 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice
76 minutes |
Oct 25, 2018
Ep. 03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial Advisors