Read my proven and effective financial advisor lead generation strategies. Purchase a Membership for access to all posts.
Tune in to my financial advisor lead generation strategies podcast. Subscribe to automatically receive the latest episodes.
Monthly workshop, training videos, and e-books about LinkedIn lead generation for financial advisors.
I help financial advisors to generate leads using digital marketing in a way that is transparent, straightforward, and puts consumers’ rights first.
Hi! I’m Sara. Thanks for coming to visit. There are three distinct areas of content on this site – the blogs, podcasts and exclusive membership.
Get access to my exclusive content such as training videos, interactive membership webinars and virtual coaching.
Here's what some of my clients have to say
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a
I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” RUN
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,
