Ops & Impact

A lot of financial advisors struggle with their sales process. I'm going to explain why I keep mine super simple and don't do any work until the agreement.

Sponsored by: Savology.

There's a trick I've been using to make financial plan presentation meetings much more effective and client friendly. and it works for other types of communication as well. Video walk-throughs!

Sponsored by: Savology.

A lot of financial advisors get stuck on building workflows. It's sometimes overwhelming to try to figure out where to start and how to create a workflow that is useful. In this episode, we will walk through exactly how to build a great workflow that frees up your mind to focus on what's important: your clients.

Sponsored by: Savology.

The most obvious yet most underutilized tool for financial advisor marketing: directories.

Sponsored by: Savology.

Blogging has been a core component of content marketing for decades. But is it still relevant?

Sponsored by: Savology.

It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?

Sponsored by: Savology.

Today we will talk about how to approach online marketing if you fall into "bucket 3" – nationally focused was no strong niche.

Sponsored by: Savology.

SEO and marketing works differently if you are nationally focused with a strong niche.

Today we will discuss what to do if you're in "bucket 2" and how to use SEO (including when not to use it).

Sponsored by: Savology.

In a previous episode, we talked about the importance of defining which "bucket" your RIA falls into for SEO and marketing.

Today we will discuss specific strategies for SEO if you focus in your local market (bucket 1).

Sponsored by: Savology.

So many financial advisors are concerned about their SEO and they often jump straight to questions like "how do I increase my SEO?" without first defining their marketing focus.

We'll talk about how choosing the right "bucket" for your RIA is an important first step before executing any SEO or marketing tactics.

Sponsored by: Savology.