Advisor2Advisor

We talk about SEO and building advisor websites.

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 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.

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

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

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

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

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 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.

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 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]