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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Digital Marketing, Digital Presence, Expert Advisors for Planners, Media, Prospecting, Video

EP25 | The Brilliance of Whiteboarding Videos

Why are those animation videos so engaging? You know the ones with the expansive ...

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Digital Marketing

Richard B.(Dick) Wagner Memorial Scholarship Fund

This is a special announcement that I’ve been waiting to share with you for ...

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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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CFP Practitioner, Digital Marketing, Emotional Intelligence, Entrepreneur, Self Care, Social Media, Time Management, twitter

E22 | Off Time Management (part 2)

Being your best You want to give your best to your clients. I encourage ...

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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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