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Experiments in Advisor Marketing

Nov 26, 2019

I thought I knew everything I needed to know about Center of Influence (COI) marketing. 

And then I met Tiffany Charles.

What I love most about Tiffany and her marketing strategy is that she's done the hard work to create a scalable and repeatable process. 

Every step of the process has an agenda.

Every agenda results...

Oct 29, 2019

In today's episode, I share information about a simple financial planning tool I built that you can download for free. 

Then, I'm tackling three really good listener questions I've recently received:

1.) Where is the best place to host my blog? On my firm website? Or on a standalone website with a different name and...

Sep 26, 2019

In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of those potential clients were not a good fit for our firm.  

Over the last two years, we worked hard to refine our process, get clear about who we do our best work with, and improve the quality of the...

Aug 14, 2019

Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors.

In short, if you are a fan of this show, you are going to love what we are building.

We are taking these conversations and ideas to a whole new level with guest lectures, workshops, in-depth...

Jul 16, 2019

The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms.

Matt has built a wildly successful advisory firm, generating seven figures in annual revenue while taking more than 200 days out of the office in 2018.

Spending half the...