Last month I had the pleasure of being included on a panel (dubbed the ‘96 Bulls by on attendee) to discuss Digital Marketing--Brittney Castro, Samantha Russell, Jacob Ingram, and Jason Wenk definitely made for an all-star lineup and a valuable conversation.

This is our discussion...

Emlen Miles-Mattingly is the founder of Gen Next Wealth and has built his business to work with individuals and families who have historically been overlooked.

Emlen has leveraged content, in particular video and podcast, to grow his business while educating his audience along the way. In this episode we discuss what he's learned launching his business, building his personal brand, and creating content.

TJ recently celebrated the second birthday of his firm, Modern Wealth Builders and we discuss what he learned setting up his firm from scratch.

We also discuss the role of social media and content in MWB's growth.

A tweet by Ryan Shanks regarding the TD Ameritrade and Schwab deal sparked this conversation amongst 6 of us coming from different areas within our profession.

In this episode, I'm joined by Penny Phillips, Leighann Miko, Manish Khatta, Jason Wenk, and Ryan Shanks to discuss what might be in store for smaller financial advisors and what options are out there.

Bigger isn't always better and "smaller" will survive!

Anna and I share a passion to help clients not only plan for traditional financial goals like retirement and college but to help clients get more out of life, chase their passions, and not have my regrets.

In this episode, we discuss Anna's approach to helping her clients achieve more, how she developed the approach, how personal branding has helped her grow, and the example she is setting for her three young daughters.

Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling". 

We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.

With more financial advisors stepping out to tell their stories, I felt it was time to bring in one of the first advisors to leverage personal branding to grow her business.

Brittney Castro, CFP® founder of Financially Wise,  Inc. joins me to talk about how she was able to leverage her brand to grow her financial planning business, build partnerships with large brands, and have fun while building her empire.

Be sure to have a pen and paper handy--Brittney shares some great tips and a lot of wisdom!

For my first solo podcast, I share why I think it's time for financial advisors to take control of the narrative around our profession and why I'm so passionate about using content to improve our reputation.

Financial advisors bear not only the stress from their own lives but their clients' stress as well. We've all been reminded of this in 2020 and we're learning it's important for financial advisors to take care of themselves in order to be able to best help their clients.

Dr. Joy Lere joins me in this episode to discuss how financial advisors can identify if they are handling stress well, what they can do to improves, and why they should put their oxygen masks on first.

Join me for a bonus episode with my friend, and fellow advisor, Isaiah Douglass, CFP® as we discuss why financial advisors should be paying attention to bitcoin.

Isaiah has been vocal about the importance of advisors being able to discuss bitcoin with clients, where it has a place in a portfolio, and that the future for financial advisors will include bitcoin.

This episode is more of a conversation as we talk through what we've learned and the opinions we've formed.