How to stop sounding fake in your marketing – authentic voices win!

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

Forget the “sizzle” and be real! Listen to this podcast and discover the power of authentic communication in financial advising!

You’ll learn:

?Why shortcuts don’t work and how consistency is key to success.

?How to prioritize client needs and communicate authentically.

?The surprising benefits of being yourself and building genuine connections with clients.

?How to find the balance between professionalism and your unique personality.

Don’t miss out on this valuable discussion! Click below to watch the full video and start building stronger client relationships through authenticity!

Any questions? Send 'em in!



Ep 10: Join “Team Text Message”

If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.

Read More »

Ep 9: Communicating to Influence with Steve Sanduski

As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.

Read More »