In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.

With Meg’s background and how she’s doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. 

Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell’s mission is to create the world’s most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they’ve seen from doing hundreds of thousands of financial plans and how advisors can educate investors on the biggest buckets when it comes to financial planning.

Learn more about Planswell: www.planswell.com

In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program.

www.thesevengroup.com for more. 

In this episode, we’re taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it’s important to delight customers, and why it’s not B2B or B2C anymore, rather Human to Human.

www.sendoso.com for more.

In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I’ve been following Nicole for a while now – she’s always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she’s seeing in the space now and in the future.

In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. 

Check out goalbasedinvestors.com for more. 

In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you’re an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

For more, visit: www.401kgrabngo.com

In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.

www.thesevengroup.com for more. 

In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News’ 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it’s been like focusing in on this audience, how’s she transitioned from going after everyone to narrowing her audience, and why it’s important for advisors to connect different areas of life together.