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 ...

 Read More

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 ...

 Read More

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 ...

 Read More

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 ...

 Read More

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 ...

 Read More

CFP Practitioner, Client Experience, Digital Marketing, eCourses, Emotional Intelligence, Financial Planning Association

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other ...

 Read More