The one and only Matthew Jarvis, a Seattle financial advisor, 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 …
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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