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Experiments in Advisor Marketing

Jun 30, 2020

Today I’m sharing a big announcement, which includes the opportunity for two of our listeners to work with me on their digital marketing efforts for the rest of 2020.

I’m also sharing:

  • An update on my Snappy Kraken experiment + an important tweak to my Facebook business page
  • Why the Start Here button is missing...

May 27, 2020

Today I'm sharing my firm's step-by-step process for writing high-quality blog posts that are optimized for search.

Specifically, I’m sharing:

  • How and why we leverage professional writers as a part of this process
  • Where in the process the content gets optimized for SEO
  • Why images are more important than you might...

Apr 28, 2020

It's no secret that podcasting is REALLY popular.

In fact, there are now over one million podcasts!

Recording and publishing audio is easy.

Creating a high-quality podcast with a growing base of raving fans is another story.

That's why I asked two podcasting pro's, Mathew Passy and Benjamin Brandt, to help me with...

Mar 24, 2020

Today I'm joined by Robert Sofia, founder of Snappy Kraken.

We talk:

  • How financial advisors should prospect in a volatile market
  • What Snappy Kraken is + who is and isn't a good fit
  • Tips for creating successful email marketing campaigns
  • The details of a 6-month experiment I'll be running with Snappy on this podcast


Feb 29, 2020

Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors.

Get this...

26% of users who sign up for your email newsletter (or lead magnet, free PDF guide, etc.) will never confirm their email address.

Thankfully, one of our listeners shared a free tool with me to change that.

I'll be...