We talk about SEO and building advisor websites.

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We are joined by Dr. Daniel Crosby, Clinical Psychologist and Chief Behavioral Officer at Orion Advisor Solutions. We discuss audience behavior and understanding how behavioral finance affects markets. 

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We give advice on how to market to beneficiaries and families.

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We talk about understanding marketing operations and how to build an effective marketing plan from the ground up.

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We are joined by Keith Wilson, CEO of Wilson Financial Advisors where we discuss creating and marketing filmed content and it can be improved.

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We discuss using context in your content to help your audience better understand your message and the language you use. 

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We talk about personal branding and how to focus on your individuality to create compelling content for your audience. 

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We are joined by Michael MacKelvie, CFP at Cascade Wealth Management and Owner of Vivid Wealth. We talk about his background in the industry and figuring out your place.

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We talk about website editing and the importance of using the right language.

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 talk about the define and discuss the fundamentals of demand and lead gen.

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]