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By Glenda Beagle
5
2828 ratings
The podcast currently has 183 episodes available.
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If marketing feels like a slog, I promise you it's not because you suck at it. It's because nobody talks about the foundations, they jump straight to the shiney objects and magic pills. Which is like building IKEA furniture with half the parts and no manual. This week, I'm getting into why "free" marketing from your host agency is quietly costing you clients, why AI content is setting off alarm bells for your audience, whether you realize it or not, and why the "faceless" trend was always going to die (I called it back then too). In this episode, I also talk about the marketing funnel and why most advisors have it backwards, and why I ditched AI for my own writing. Additional Links: Our Building An Audience Workshop: Marketing Workshop Download the Essential Lessons PDF: Essential Lessons PDF Join the priority list for our upcoming groups workshop: Groups Workshop Join the priority list for upcoming sales workshops: Workshop Priority List Join the Facebook Group: Facebook Group Connect with Glenda on Facebook or Instagram

Let's just get this out of the way: your email list is not a nice-to-have. It's not something you'll "get to eventually." It is the one digital asset you actually own, and if you're not building it, you're building your business on rented land. In this episode I'm making the case (loudly) for why email needs to be a non-negotiable in your marketing, why social media alone could leave you stranded, and exactly what makes a good weekly email work. Spoiler: it's three pieces, one story, and always a PS. Additional Links: Our Building An Audience Workshop: Marketing Workshop Download the Essential Lessons PDF: Essential Lessons PDF Join the priority list for our upcoming groups workshop: Groups Workshop Join the priority list for upcoming sales workshops: Workshop Priority List Join the Facebook Group: Facebook Group Connect with Glenda on Facebook or Instagram

River cruises aren't cancelled this year, they're adjusting, and that distinction matters more than most advisors are giving it credit for. In this episode Glenda breaks down how to actually talk to clients about water level disruptions, whether they're already booked or still deciding, without panicking them and without torching your own sales down the road. She uses her own backyard as the example: an Alberta town that went from drought warnings and lake level maps in March to 19 inches of rain by June, proof that conditions change fast and your messaging needs to be built for that reality, not for the panic of the moment. Listen to Angela Hughes on YouTube on water levels: https://youtu.be/STjy91agNfs?si=7JNGysjyqR1P9_9n Additional Links: Our Building An Audience Workshop: Marketing Workshop Download the Essential Lessons PDF: Essential Lessons PDF Join the priority list for our upcoming groups workshop: Groups Workshop Join the priority list for upcoming sales workshops: Workshop Priority List Join the Facebook Group: Facebook Group Connect with Glenda on Facebook or Instagram

Glenda opens with the mantra of the episode: never hit send while you're angry. It comes out of a TASS coaching call, where an advisor did everything right on a river cruise inquiry (fast turnaround, custom research, a proposal built around what the clients actually wanted) only to find out they'd booked elsewhere. Stung by the loss, she fired off an email listing everything she'd done for them. It didn't land the way she hoped. Glenda unpacks what happened next: how to repair a client relationship after an emotional reaction, why the word "disappointed" does more work than anger ever will, and why the fix isn't about being right, it's about being the adult in the room. Key takeaways: The genie doesn't go back in the bottle. What you do next is what counts. Lead with disappointment about the relationship, not the lost transaction. Clients can feel the difference. No response is required within the hour. Professional services don't work that way, and neither should you. Before you send anything written in anger, run it through a filter: a trusted business bestie, or even AI, asked point-blank, "Does this match my values, and what tone does this actually read in?" Ask what you could've done better. Not all feedback will feel good, but it's the most useful kind you'll get. Don't take the bait from difficult clients. Disengaging is a completely valid response. Additional Links: Our Building An Audience Workshop: Marketing Workshop Download the Essential Lessons PDF: Essential Lessons PDF Join the priority list for our upcoming groups workshop: Groups Workshop Join the priority list for upcoming sales workshops: Workshop Priority List Join the Facebook Group: Facebook Group Connect with Glenda on Facebook or Instagram

Six Months Left. Here's What To Do With Them. We're halfway through the year. You've got two choices: throw in the towel and start planning 2027, or actually use the six months you've got left. Glenda's picking door number two, and she's dragging you through it with her. What's in this episode July and January are the two biggest months of Glenda's year, and not because there's anything magic about them. They're the months she stops and takes stock: what did the last six months actually produce, and what needs to happen in the next six to hit the goals she set 12 to 18 months out. Throwing in the towel now and starting to plan for 2027 might feel tempting, but there's still six months of money-making time left on the table. That starts with the expense audit nobody wants to do. Glenda walks through her own process for looking at every subscription, membership, and "I'll get to it eventually" payment, and asking whether it's still earning its keep. She just cut a piece of software from her own suite, not because it's bad, but because she isn't using it right now, so it isn't doing its job. One of her favourite tools for staying on top of this is embarrassingly simple: a recurring calendar reminder on the 28th of every month that lists every payment about to come out of her account. It's not there to force her to cancel things. It's there so nothing sneaks past her, and so she can make an intentional choice about what stays and what goes. That leads into one of the bigger points of the episode: more money coming in does not automatically mean more profit. If your expenses are climbing right along with your revenue, you'll never actually feel the growth. Profit comes from knowing where the money goes, not just how much of it shows up. Glenda also talks about setting a real vision for where you want your business (and yourself) to go, and using that vision as a filter before you buy another course or sign up for another training. If it doesn't serve where you're actually headed, skip it, no matter how good the dopamine hit feels in the moment. Which brings her to a quick, honest plug for her Idea to Sold Out Groups workshop: if groups have zero place in your next 12 to 24 months, don't buy it. If they do, this is the roadmap she wishes had existed when she was building that side of her business by trial and error. Tickets are available through July 14th, and replays are included for anyone who can't attend live. The bottom line... you've got six months of opportunity left. Spend July getting clear: what's working, what's not, what's draining your account for no reason, and where you're actually headed. No vision means you're just running in circles. Links mentioned: Idea to Sold Out Groups Workshop: Groups Workshop Additional Links: Download the Essential Lessons PDF: Essential Lessons PDF Join the waitlist for upcoming workshops: Workshop Waitlist Join the Facebook Group: Facebook Group Connect with Glenda on Facebook or Instagram
The podcast currently has 183 episodes available.

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