Sick of these BS Conferences

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

You have now entered The Conference Zone, a dimension as vast as it is phony and as timeless as it is vapid. It’s no exaggeration than these events are more like something out of a science fiction novel, a hyper-imagined reality created by overzealous marketing people (like me).

I’m so sick of these BS financial advisor conferences. In today’s show I’m joined by Paul Armson who has come up with a better model and he’s going to tell us about it – and more!

Resources mentioned:

BACK2Y – The Lifestyle Financial Planning Conference 
Inspiring Advisers – The Lifestyle Financial Planning Online Training Programme

5 short videos which explain the difference between Lifestyle Financial Planning’, Financial Planning and plain old Financial Advice https://www.pfspower.org/paul-armson

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

RELATED POSTS

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »
Uncategorized

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

Read More »