My Top 10 Podcasts of 2019
Looking back on my most popular podcast episodes of 2019.
My 3 Words for 2020
I discuss my 3 words for 2020 as well as review my 3 words for 2019 and discuss how well I executed on them
7 Keys to Delivering a Great Client or Prospecting Event
7 Keys to Delivering a Great Client or Prospecting Event [...]
Are You a 10 out of 10 on Referral Worthiness?
Study after study says, on average, the biggest source of new clients for financial advisors is referrals. Yet, most advisors complain that they don’t get nearly as many referrals as they’d like
Building a Wildly Successful Marketing Machine
Brad Johnson discusses how to develop consistent marketing programs that deliver a predictable stream of ideal clients
How to Shift From a Financial Advisor to a Financial Coach
Todd Tresidder on being a financial coach as distinguished from being a financial advisor or a registered representative
Schwab – TD Ameritrade Merger and What It Means for the Future of Advice
Schwab’s move is an “exclamation point” marker along an unfolding trajectory of where the money and advice business is heading
Using Clear Career Paths and Partnership Opportunities to Attract and Retain Next Generation Advisors
Live from Schwab Impact 2019, Lisa Salvi and Yonhee Gordon discuss the key ways to attract and retain next generation advisors and advisory firm leaders.
How to Write Compelling Copy That Engages Your Audience’s Hearts and Minds
Whether your're sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your business growing
The “Secret Sauce” That Led United Capital from $0 to $24 Billion in AUM
Matt Brinker discusses the founding and growth of United Capital and the state of the mergers and acquisitions space