When you are connected with someone and can’t get a meeting, try using humor. Here are some examples of tastefully humorous messages you may want to try to move someone from a cold to warm connection on LinkedIn. Here are some example you can use, or you may want to try making up your own. […]
For those of you who have been so kind to listen to my podcast, thank you and please let me know how I can better
The profile of a drug addict has changed. It’s not a destitute person dressed in rags anymore who lives in a tent. It’s the people
In this podcast I am joined by guest Taylor Schulte . We discuss exciting financial advisor marketing experiments we’ve done as well as their results!
They say kids are smarter than we are…
This rap is dedicated to all of you fiduciaries out there. Fiduciary Gangsta. Music is “Under the Gun” by
In this blog/podcast we discuss hourly fee financial planners, the financial advisor hourly fee model, and the merits of charging by the hour for wealth
On today’s show we have Eric Clarke of Orion Advisor Services who offers his perspective on Reg BI, Big Data, and being a leader not
WOW that’s painful to talk about. Could your financial advisor practice be more profitable? What should a financial advisor’s profit margin be? While helping the
I get this question a lot: “I’m discouraged by compliance. I feel like they don’t allow me to post anything.” Focus on what you can control We can’t control compliance but we can control what we choose to talk about in our posts, and hope for the best. Where they are coming from One thing you have […]
