Tag: Podcast

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

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

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,

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

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

I never thought I would speak about getting more diversity in financial services, but here I am. I’ve often felt unfulfilled by diversity initiatives, because

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

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

Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way

How hard is it to be a financial advisor? A lot of people pursue this career because once you get established it is a very