CFP Practitioner, Client Experience, Interview, Podcasting, Reputation Management

Deeper answers with Motivational Interviewing

Introduction Your clients have many answers within them. Your job is to help them ...

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Client Experience, Digital Marketing, Expert Advisors for Planners, Social Media, Video

E26 | Sharing your firm story through video

Why use video in your marketing strategy? Many people think it’s cost prohibitive.  It ...

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CFP Practitioner, Client Experience, Customer Journey, Digital Marketing, Entrepreneur, Media, Niche, Prospecting

E24 | Finding Clients and Watching Video Games

What if you could turn your passion into your best source for leads? What ...

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Careers, CFP Practitioner, Client Experience, Customer Journey, Digital Marketing, Entrepreneur, Subscription

E21 | Moving Beyond AUM and Finding HENRYs

Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this ...

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Client Experience, Expert Advisors for Planners, Outsourcing, Prospecting, Writing, Writings

E17 | 5 steps to a great writing process

Scott Wentworth knows how to write.  He’s made a career out of it and ...

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Client Experience, Customer Journey, Digital Marketing, Expert Advisors for Planners, Prospecting

E15 | A prospect will qualify themselves, if you ask

Would it be nice if a prospect let you know if they can afford ...

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