In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently.

Learn more on: https://trackthatadvisor.com/

Learn more about them at vinovest.co

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions.

Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world.

Check out Zoe at: https://zoefin.com/

In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content.

Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost

Check out Seven Group: https://www.thesevengroup.com/

In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he's had as he's built his firm from the ground up.

In this episode, I'm joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something that's sustainable, valuable, and engaging off the ground.

For more: https://proudmouth.com/

Whether it's Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors and turbulence. And we've first-hand seen advisors been tricked into thinking that marketing is a magic potion that can 10X your business in 90-days. The reality is much different. The reality can sometimes be a hard pill to swallow. We dive into the ugly truths about marketing every financial advisor should know.

Learn more about Seven Group: https://www.thesevengroup.com/ Check out our podcast: https://www.thesevengroup.com/podcast/ Get a demo: https://calendly.com/seven-group/30min

In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology.

Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he's able to build and maintain so many growing businesses.

Follow us: https://twitter.com/sevengroupnyc

Website: https://www.thesevengroup.com/