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 …
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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 …
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Growth by Acquisition & Lessons Learned [Ep.03]
As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by purchasing a practice from a retiring advisor. I wanted to go through the …
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The Magic of the Start Here Button [Ep.02]
In 2017, the Start Here button on our website was responsible for over 100 introductory phone calls. For some, that might sound like a success. But, over the last couple of years, I’ve learned the …
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