Welcome to the very first episode of Experiments in Advisor Marketing! In this episode, I share the what and why behind the podcast and set the stage for future episodes.
I also share my top 5 favorite tech and marketing tools that I use regularly in my financial advisory practice.
How to Listen & Subscribe
- Productivity Tips: Mac & Gmail Tips to Optimize Your Time
- Alfred for Mac
- Acuity Scheduling
- My Start Here Process
- Google Analytics
- Google Console
- Melanie Perkins, Canva founder, on How I Built This
As promised, here is a short screen recording showing how we use Acuity to guide our Start Here process:
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