Category: Podcast

Financial advisors are skeptical that leads can be gained from social media. It can be a source of leads, but I see so many financial

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how

Most financial advisors are skeptical that social media can effectively drive leads. Some even believe it’s not possible. In this podcast, I’ll describe exactly how

99% of financial advisor marketing is generic, full of clichés and jargon. In this podcast, I’m going to highlight some examples of terms financial advisors