Hannah More chats with me about her podcast, You're a Financial Planner, Now What?

All about podcasts. Why we do it, how we do it and what tools we use to get better results.

Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them?

That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.

I’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach to financial planning. He incorporates the financial planning 1.0 work in his engagements with clients and uses his “soft skills” (aka Financial 2.0 and 3.0 skills) to help his clients.

Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredible basis for finding and nurturing prospects.

Eddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building what he calls "Structural Capital" from Guy Kawasaki and Daniel Goleman.

Why would a professional need a "study group"? Eddie Kramer shares how his study group helps him develop as a professional.

It's taken them a decade to hand the reigns from one planner to the next. Jason McGarraugh comes on the show to share his firm's succession story.

Kate Holmes loves to travel. She's traveled to every corner of the globe, and taken her practice with her.

This episode shares how Kate manages her practice while she travels with a world wide network of clients.

Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients.

I like it.

Eric goes in depth explaining the best practices he's found when relating with the press. He shares what its been like to work with various press agencies. What has worked and what is worth skipping.