In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these platforms, and why so many have been steered the wrong direction over the years.

You can check out her book that’s coming out later in May at truthaboutdigitalmarketing.com. 

For her guide mentioned, check out truthaboutdigitalmarketing.com/aidafunnel.

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.

In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. 

Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first meeting. 

Check out XYPN: https://www.xyplanningnetwork.com/

Webinar replay: www.thesevengroup.com. 

YouTube: https://youtu.be/3unLseTO1rs

In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media.

www.thesevengroup.com

In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change. 

In this episode we’re sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation habit every day. This is our conversation with Peter Lazaroff.

In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more. 

In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients. 

In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA.