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In this podcast with Kate Holmes, we're going to be giving out some great tips about financial advisor video marketing.

Financial advisor video marketing tips so you can get the TKO!

Today we’re going to be taking about financial advisor video marketing. We’re kicking it with Katie Braden, the host of the Innovating Advice Podcast, a

March 15, 2021

Here are 9 awesome financial advisor elevator pitch examples.

9 financial advisor elevator pitch examples with some zing!

In this blog/podcast, I discuss nine financial advisor elevator pitch examples. You can use these when meeting prospects on LinkedIn, in person, or through other

March 8, 2021

In this blog I discuss how to structure LinkedIn scripts for financial advisors from beginning to middle and end so that you can convert your followers into leads.

Simple and clear LinkedIn scripts for financial advisors

A few years ago, I experimented with LinkedIn messages and postings and I got some of the best results of my ten years on the

February 22, 2021

In this podcast we discuss if RIA firm marketing is easier than broker dealer firm marketing.

RIA firm marketing for financial advisors who want to kick their broker dealer out the window!

In this podcast I speak with Brad Wales, the founder of Transition to RIA, about the differences between being an in-house broker-dealer rep and having

February 17, 2021

IMPORTANT: Financial advisors – talk to your clients about Robinhood, TikTok, Reddit, and their kids RIGHT NOW

This is a very serious and important message. Please talk to your clients about Robinhood ASAP and teach them how to protect their kids. Young

February 16, 2021

In this blog-podcast, financial advisor brands and wealth management branding tips will be discussed.

Wealth management brands are pathetic – how to make yours better

Why do wealth management brands stink so badly? Bland colors, boring company names, the same old tired fonts and logos. Oh, please. Get some personality

February 1, 2021

In this article I discuss financial advisor and planner salary and how much financial advisors will probably earn in 2021.

How much will financial advisors and planners make in 2021?

How much will financial advisors make in 2021 (probably)? How much will financial planners make? In this blog I’m going to discuss what financial advisor

January 21, 2021

In this podcast, I interview Chris Roehm and get his tips on how financial advisors can get clients and leads from LinkedIn.

How can a financial advisor get leads from LinkedIn?

In the blog below we will discuss how a financial advisor can get leads from LinkedIn. I share five key takeaways from my podcast with

January 12, 2021

In this blog you'll hear four social media and LinkedIn tips for heavily regulated broker dealer reps and financial advisors who works at wirehouses.

LinkedIn social media tips for highly-regulated and wirehouse broker dealer reps

In this blog-pod, you are going to hear four Linkedin social media tips for broker dealer representatives and highly-regulated financial advisors. If you are a

January 4, 2021

In December 2020 the SEC ruled to allow financial advisors to use testimonials in their marketing.

SEC rule allows financial advisor testimonials. Big whoop.

In December of 2020 the SEC ruled that financial advisors at some point in the future will be allowed to use testimonials and reviews of

December 29, 2020