"TextExpander lets you instantly insert snippets of text from a repository of emails, boilerplate and other content, as you type – using a quick search or abbreviation." - textexpander.com In the …
The Top 3 Books a Financial Advisor Should Read
Earlier this week, Corey Hoffstein, CIO at Newfound Research, asked the #FinTwit community for the top three books they would recommend to a financial advisor: Asking for a friend who just finished …
Continue Reading about The Top 3 Books a Financial Advisor Should Read →
How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis [Ep.07]
The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to market and grow their firms. Matt has built a wildly successful advisory …
Sonic Branding, Snail Mail Marketing, SEO, and More! [Ep.06]
In today's episode, I’m sharing four things I have been working on recently: Sonic branding. How we all can up our audio and video marketing to stand out in a noisy content world. Back to …
Continue Reading about Sonic Branding, Snail Mail Marketing, SEO, and More! [Ep.06] →
A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine [Ep.05]
I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing. Steven Fox, the owner of Next Gen Financial Planning, is taking us behind the scenes into a …
The Showdown: Blog vs. YouTube vs. Podcast [Ep.04]
If you're a listener of the show, I’m going to assume you are either: Not creating content, want to start, and unsure where to begin Currently creating content and want to improve and reach …
Continue Reading about The Showdown: Blog vs. YouTube vs. Podcast [Ep.04] →