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Why the media “bubble” talk clashes with earnings, and how a K-shaped economy is reshaping both household outcomes and the financial advisory business overally. Real lead sources, why content compounds, and why planning must be delivered as ongoing “vitamin C” rather than a one-time service.
• K-shaped economy driving divergence
• Owning assets vs cash
• Fear cycles increasing advisor inquiries
• Content as top-of-mind insurance
• Real lead sources that work
• Easy-button funnels fading and the reputational risk
• Business ROI vs your personal retirement contributions?
• One-page plans and steady client reassurance
• Making content you're proud of
• Invitation for listener questions and troubleshooting
Send us your questions and topics you want covered; DM or email us anywhere and we’ll keep it anynomous.
We hope you enjoy!
Thanks for listening!
---
📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube
By Good Till CanceledWhy the media “bubble” talk clashes with earnings, and how a K-shaped economy is reshaping both household outcomes and the financial advisory business overally. Real lead sources, why content compounds, and why planning must be delivered as ongoing “vitamin C” rather than a one-time service.
• K-shaped economy driving divergence
• Owning assets vs cash
• Fear cycles increasing advisor inquiries
• Content as top-of-mind insurance
• Real lead sources that work
• Easy-button funnels fading and the reputational risk
• Business ROI vs your personal retirement contributions?
• One-page plans and steady client reassurance
• Making content you're proud of
• Invitation for listener questions and troubleshooting
Send us your questions and topics you want covered; DM or email us anywhere and we’ll keep it anynomous.
We hope you enjoy!
Thanks for listening!
---
📄 Dollars & Diagrams Newsletter
📃 Marketing Notes Newsletter
Nic on LinkedIn
Know My Plan - YouTube
Corey on LinkedIn
Corey on YouTube