I love marketing. I also love financial planning. And I really love where these two passions intersect.
Join me on this journey as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box marketing experts in an effort to learn how to reach and help more people.
The Experiments in Advisor Marketing Podcast is an Apple Top 50 Marketing Podcast
I’m on a mission to improve the financial lives of as many people as possible. While I would love to personally work with everyone, there is only so much time in the day and only so many people I can help.
This dilemma led me to launch Stay Wealthy, an Apple Top 100 Retirement Podcast.