In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of those potential clients were not a good fit for our firm. Over the last two …
Continue Reading about 10 Marketing Hacks to Generate Inbound Leads Through Your Website [Ep.09] →
"Most innovation comes through limitation." ~Noah Kagan Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. In short, if you …
Continue Reading about Cold Emails, Tacos, and Noah Kagan [Ep. 08] →
"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 …
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 →
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 …
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] →
