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Digital Marketing, Financial Planning 3.0, Financial Planning Association, Practice Management, WorthLiving, Writings

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, ...

Careers, CFP Practitioner, Digital Marketing, Podcasting, Practice Management, Prospecting, Reputation Management

E16 | Podcasting for Financial Planners

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her ...

Digital Marketing, Finology, Succession, WorthLiving, Writings

I’m going to miss you dad

This post has taken a while to write. It’s weird. Thinking that I’m not ...

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 ...

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 ...

Digital Marketing, Writings

Creating a Client Avatar to Attract Your Ideal Prospects

Originally posted on Claire Akin’s Blog with the Indigo Marketing Agency – Creating a Client Avatar to ...