Eric shares how he decided to call his firm, "Beyond Your Hammock." He elaborates how his unconventional name matches his unconventional approach to planning and how this puts him in the right position to attract millennial clients.

His shares how his approach helps him to both serve his target market, millennials, and how his firm naturally compliments traditional firms.

John shares how he has uses technology as a way to use technology to create client insight and pre-qualify a prospect.

He uses his Wealth Health Index to cultivate the client experience and create accountability through technology.

Derek Lawson joins the show to talk about launching his website. He shares what he did and why. He also shares how he went about building his website and why he designed it the way he did.

Raquel shares why she loves working with her social media manager.

She has this assistant post on social networks for her to create her online presence. She shares how she ensures her assistant represents her brand in a compliant manner and how that attracts clients.

John Buerger shares his experiences with Twitter and his tool, the Wealth Health Index.

(part 1)

Matt Becker, principal of Mom and Dad Money, joins us for our first show. He shares how he uses email marketing and eCourses to build relationships with his audience.

Matt shares how he uses these tools to build trust and let his prospects get to know him. How he educates and prepares them to become clients through his eCourses.