Handling judgement from your peers, turning it positive and generating productive conversations and content from all of it. 

Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]

This is a compilation episode. What social media platforms should you be focusing on? Why audio is the future and how podcasting still has a lot of growth potential. How and why it's so important to maintain the "human" in your content. 

Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]

We're joined by Andres Mazabel or Trust & Will, an online estate planning platform. During this conversation we talk prospecting, social media engagement, inefficiencies exposed by Covid along marketing efficiencies created throughout the pandemic. 

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Penny Phillips, Founder of Thrivos Consulting is back on the show and we discuss the mental shifts necessary to succeed as an FA during this ever changing environment. We also talk about how FAs should handle and navigate their marketing given the restrictions put in place by their B/D.

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Penny Phillips of Thrivos Consulting joins the show to discuss self awareness, confident, and overall advisor apprehension.

Penny Phillips: LinkedIn

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The gift and the curse of having a niche market. Overall, we come to a general consensus that having a target audience/market is a good idea but not to let it become the only lens that you see through.

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A brief memo from Corey—consistency:

Why is consistency is so important? Well when you need to ask you can't just "show up" and ask.

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This episode is the audio pulled directly from the MCo Advisors Live Show (Friday's at 9:30 AM on LinkedIn and Facebook). In this episode we discuss:

Q&A:

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On this episode we host the founder of Sweetgum Labs (a RIA), John Baranauskas and we discuss the trials and tribulations of launching your own firm.

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(A message from Corey) This a self-reflection moment in which I'm handling rejection and why it bothers me so much.

Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]