Category: Podcast

Real Talk: If you are this financial advisor then STOP doing any marketing

I see many financial advisors who are good advisors who do not do any marketing and the people who need them do not get to

June 17, 2020

This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye.

June 14, 2020

My tips for how to look hot on a Zoom call

June 7, 2020

This podcast is about staying positive in the face of challenges and also I am going to give you 5 concrete and tangible ideas about

May 31, 2020

An RIABiz article details the demise of in person industry conferences. Whoo hoo! Yaaas! I love it. And while the in person conference industry goes

May 25, 2020

Hang in with me as I tell a personal story about how I am turning the City of New York upside down searching for the

May 17, 2020

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

May 10, 2020

Yes, this podcast is literally about how financial advisors can use a face mask to get new clients.

May 3, 2020

In this podcast with John Anderson of SEI, you will learn what the future of financial planning is likely to be. We will ponder these

April 30, 2020

Our National Anthem has a special meaning to me – especially in times like these. If America is going to be saved, it is going

April 26, 2020