We are joined by Nic Nielson, CFP and Co-founder of Know My Plan. We talk about his success and creating a financial plan. 

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How to get past feeling "stuck" growing your business. 

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We talk about opening conversation with potential clients through your social media content. 

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We talk about focusing on behind-the-scenes content and how to evaluate and refine your strategy.

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We are joined by Andy Panko, CFP and owner of Tenon Financial where we talk about the AUM model and Andy's current marketing strategies.

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We talk about simplifying your language and content so anyone is able to understand it.

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We cover how to compose appealing email newsletters and what they should and shouldn't include. 

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We talk about clipping and stretching out your already made content onto multiple platforms.

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We discuss the equipment we use and recommend for streaming and recording. 

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We talk about the value of patience in your marketing strategy and the benefits it can have on your business and consumer relationships.

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]