4 Recommendations to Make Your Next Presentation a Hit

For the past few months, I have been lucky enough to travel to different conferences to do something I love: speak.  One of the things about being a speaker is that you get to watch other speakers either kill it or struggle in front of an audience who knows they are...

4 Ways to Boost Your Online Marketing Strategy

For years, advisors have been able to grow their businesses by using referrals and seminars. In our podcast, we often talk about why those strategies have been successful for advisors so far.  While those two ways of prospecting show decent results for advisors,...

10 Social Media Tools to Elevate Your Team’s Skills

Communication has fundamentally changed.  As an advisor, you must communicate with your clients and prospects in the medium they prefer, while they are there. This is the truth we live with today.  I’m talking about getting your firm active on social media. There are...

4 Things Really Great Podcast Hosts Do

A while ago, I was given the gift of interviewing Celeste Headlee for our Top Advisor Marketing Podcast. Celeste is a well known public radio journalist, news reporter, podcaster, and author. Considering that her book Heard Mentality has been a go-to for me — my...