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Experiments in Advisor Marketing

Mar 20, 2019

As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor.

I wanted to go through the process for a few reasons:

  1. To help another advisor – who I have a lot of respect for – ensure that his clients were...

Mar 19, 2019

In 2017, the Start Here button on our website was responsible for over 100 introductory phone calls.

For some, that might sound like a success. But, over the last couple of years, I’ve learned the hard way that the quantity of calls isn’t always most important. 

In the chance it helps others improve their website...

Mar 5, 2019

Welcome to the very first episode! In this episode, I'll be discussing the what and the why behind the Experiments in Advisor Marketing podcast and setting the stage for future episodes. 

I will also be sharing my top 5 tech and marketing tools that I use in my financial advisory practice. 

For show notes, links, and...