It's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like ChatGPT and Perplexity?

Sponsored by CalibrateIQ.

More prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found?

Sponsored by CalibrateIQ.

My voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻

Spoiler alert: I think your pricing model is too complicated. Well, maybe...

Sponsored by CalibrateIQ.

I know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it.

Sponsored by CalibrateIQ.

Are you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process.

Sponsored by CalibrateIQ.

Financial advisors sometimes look for "custom" website design to make sure they get something unique and specific to their firm, but there are some misconceptions around what that means.

Sponsored by CalibrateIQ.

So many influencers and sources out there tell us we're supposed to niche. And it's true, there are many benefits to specializing. But what if you just don't want to and you struggle with this? I'm here to give you permission to NOT niche.

Sponsored by CalibrateIQ.

Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM?

Sponsored by CalibrateIQ.

Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process.

Sponsored by: Savology.