Immersion2025 – join the Transparent Advisor Movement

Thanks for visiting this page about Immersion2025. The event already happened but the GREAT news it that we’re having other events, whoo hoo!

To learn about future Immersion events, please visit our Immersion website.

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Financial Advisor Marketing

In this blog/podcast I interview Josh Scandlen, a financial planner and successful

July 13, 2020

Financial Advisor Marketing

In this podcast you are going to hear the story of financial

July 6, 2020

Financial Advisor Lead Generation

Financial advisor lead generation services stink. Please read to learn about the

June 30, 2020

Financial Advisor Marketing

How much should you give away in a first meeting? The least

June 28, 2020

Podcast

DIY, or Do It Yourself, clients are a spectrum but no matter

June 23, 2020