How to talk to a grieving widow: ask to learn, not to fix
Being a financial advisor for widows requires a high degree of empathy and compassion. In this podcast, Kathi Balasek joins us to teach how to
October 18, 2021
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Get a bodacious financial advisor bio (whoo hoo!)
Financial advisor bios really stink, but your doesn’t have to. Whoo hoo! Listen to these tips and get an exciting biography that actually says something
October 4, 2021
How to avoid a bad email voice in a financial advisor prospecting email
There is a tiny little voice inside our head that gets activated when we read an email from another person. And it usually assumes the
September 20, 2021
How to create a savage tagline for wealth management
What is the best tagline for wealth management? Tally-ho! In this blogpod I’m going to teach you how to create your own savage financial advisor
September 6, 2021
Please take action to save the people of Afghanistan
You know what’s happening in Afghanistan; it’s obviously a crime against humanity, largely women and children. Everyone keeps telling me there’s no hope and there’s
August 25, 2021
LinkedIn tips for RIA firms: My interview with Brad Wales of Transition to RIA
I had a great time on Brad Wales of Transition to RIA‘s podcast talking about LinkedIn tips for RIA firms. The podcast video is below,
August 23, 2021
Financial advisor first meeting script that will make prospects go “whoo hoo!”
What should be in a financial advisor first meeting script? I can tell you what shouldn’t be, that’s for darn sure! And while we’re at
August 23, 2021
How to find wealthy clients: 5 tips for financial advisors
An overwhelming question faced by financial advisors is how to find wealthy clients, because most of you developed your business through referrals. Here are 5
August 9, 2021
Should financial advisors use SmartAsset (and other lead services)?
In this podcast/blog I discuss the question of should financial advisors use SmartAsset and other lead services. But before we get into it, for those
July 12, 2021
How should financial advisors solicit client feedback?
In today’s show we have Steve Wershing, President of the Client Driven Practice, to talk about financial advisor client feedback. We’ll talk about whether or
June 28, 2021
