Corey Keating – Unfiltered

Corey Keating – Unfiltered

By Corey KeatingBusiness
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Corey Keating – Unfiltered episodes

  • The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079)

    In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry.

    • Nic's business and the type of clients Know My Plan serves
    • What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan
    • Bullish outlook on financial advice and how Nic sees the industry evolving
    • Nic opens up about his goal to continue growing Know My Plan to help as many people as possible plan for their ideal lives
    • Silly NBA wrap-up (offseason and upcoming)


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      Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

      Engage with me on ⁠⁠⁠LinkedIn⁠⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠⁠YouTube⁠⁠⁠!

      Cheers,

      Corey

      1 hr 2 min
    • Create a Social Media Presence That People Want to Engage With (078)

      In this clip I'm consulting with a financial advisor about how to create a social media presence that works, and how to rebuild one that's broken.

      • How can you quantify it?
      • What metrics will be most meaningful?


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        Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

        Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠!

        Cheers,

        Corey

        17 min
      • How to Create More Effective Content (077)

        A clip from a recent client consultation meeting:

        • "What should my message be to attract more clients?"

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          Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

          Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠!

          Cheers,

          Corey

          6 min
        • They VERY QUICKLY Built a Successful Cookie Company – With the Cookie Guy, Grayson Hogard (076)

          It was barely an idea in 2021 and today they've got employees, an office and a kitchen.

          • How they built it
          • Challenges
          • What's next

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            Grove Cookie Company: 

            • Grayson Hogard, The Cookie Guy, Co-Founder
            • ⁠⁠LinkedIn⁠⁠
            • Grove Cookie Company

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              Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

              Engage with me on ⁠⁠⁠LinkedIn⁠⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠⁠YouTube⁠⁠⁠!


              Cheers,

              Corey

              48 min
            • The Most Successful FAs Are Doing This, Future Marketing Regrets, Did You Know You're Losing Business in the Due Diligence Process – With Corey Walen (075)

              I recently joined the Firm Transitions podcast with Corey Walen to discuss financial advisor marketing:

              • If you’re not talking about your business for yourself, who is?
              • What are the most successful FA’s doing?
              • How much business do you lose in the due diligence process?
              • I  don’t know what kind of content to create?

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                Corey's details: 

                • Corey Walen, Managing Partner, Bridgemark Strategies
                • ⁠LinkedIn⁠
                • YouTube

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                  Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

                  Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠!


                  Cheers,

                  Corey

                  26 min
                • Fears Are Often Stories We Tell Ourselves – With Henna Pryor (074)

                  Authenticity, overcoming self-doubt, building as an entrepreneur, staying in safety. An inspiring and motivating conversation with Henna Pryor, 2x TEDx Speaker, Author, Executive Coach, and Workplace Performance Expert.

                   

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                  Learn more about Henna Pryor (LinkedIn / Instagram) and the Pryority

                  Group by visiting: http://pryoritygroup.com/

                  --

                   

                  Thank you for listening! Please rate the show, share your

                  thoughts, and if you have a suggestion for a compelling guest please send me an

                   

                  Engage with me on ⁠⁠LinkedIn⁠⁠

                  and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠!

                   

                  Cheers,

                  Corey

                  47 min
                • How Do You Define Your Wins, Handling Competition, What Invigorates You – With Jackie Wilke (073)

                  Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing:

                  • How do you define your wins
                  • I'm always careful saying you "have to"
                  • Handling "competition"
                  • The upcoming transfer of generational assets

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                    Jackie's details: 

                    • Jackie Wilke, VP, Advisor Consultant, First Trust,
                    • LinkedIn

                      • --

                      Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

                      Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠!


                      Cheers,

                      Corey

                      45 min
                    • Generate Conversations — Clip with Olivia Luper (072)

                      How financial advisors and the financial industry as a whole can change the trajectory of their business through content marketing. A clip from the Get Advisor Fit podcast with Olivia Luper.

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                      Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

                      Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠!


                      Cheers,

                      Corey

                      4 min
                    • Are You Ready to Be An Entrepreneur? With Natalie Windle Fell (070)

                      Natalie Windle Fell, Writer & Author joins me to talk about leaving a secure corporate position to chase her authentic self and dreams. 

                      • Corporate departure and the REAL challenges (personal loan!)
                      • Honest conversation about finding your authentic self, self development 
                      • If you can no longer ignore that voice, know that you CAN take the leap

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                        Nat's details: 

                        • https://nataliewindlefell.com
                        • Book

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                          Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected]

                          Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!

                          Cheers,

                          Corey

                          47 min

                        About Corey Keating – Unfiltered

                        From the publisher's feed

                        Welcome to Corey Keating – UNFILTERED, founder of Marketers Company and Corey Keating Marketing. On this podcast you'll find a mix of engaging content that guest interviews, meeting clips, rants, thoughts, and general marketing insight.