Oct 14, 2021
Today I'm joined by Carl Richards.
I know...you've heard Carl speak dozens of times, read his books, and used his drawings for years.
But today's conversation is truly unique.
Sep 30, 2021
Today I’m bringing you up to speed on all the marketing things I’ve been working on since the last episode aired.
If you're ready to (finally!) get back to nerding out on marketing with me,...
May 10, 2021
Today I’m sharing a recent conversation I had with Jay Coulter, host of the Resilient Advisor Show.
We expand on my recent interview with Michael Kitces and talk about three big things:
Apr 20, 2021
Do you want to look "over the shoulder" of some of the top financial advisors to see exactly what successful marketing looks like?
No boring PPT presentations. No vendors. No sponsors.
Just successful advisory firms taking you behind the scenes and
Mar 23, 2021
Today I'm talking about User Experience (UX).
Specifically, I'm sharing:
If you want to get ahead of a major update...