Has anyone else lost their *#%@ mind yet?

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May 10, 2020

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Have you gone nuts yet? The subject of this podcast is craziness. Here are five crazy/humorous ideas for financial advisors who want to get new clients during the coronavirus.

Any questions? Send 'em in!

In this podcast you will hear a brilliant, one sentence long financial advisor elevator pitch created by a CFP who had martinis on an empty stomach at a networking event.

Financial Advisor Marketing

Brilliant one sentence elevator speech

Here’s a one sentence financial advisor elevator pitch that will stop you

December 21, 2019

Podcast

Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Many financial advisors use the line “We work with business owners” but

November 24, 2019

Podcast

Financial advisor niche marketing tips from Alan Moore of XY Planning Network!

Are you financial advisors focusing on a niche market? You should be,

November 15, 2019

Podcast

Well-Heeled Wonder

This interview with Zaneilia Harris, CFP® is a story that we can

November 7, 2019

Podcast

Higher Empathy Websites Win!

Join my guest Grant Barger and I as we discuss the emotional

November 5, 2019

Has anyone else lost their *#%@ mind yet?

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

Any questions? Send 'em in!

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Brilliant one sentence elevator speech

Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Financial advisor niche marketing tips from Alan Moore of XY Planning Network!

Well-Heeled Wonder

Higher Empathy Websites Win!

Are you sick of the BS yet?

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