PODCAST · business
Advisor2Advisor
by Corey Keating
Welcome to the Advisor 2 Advisor audio experience.
Episodes
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Delegating Personal Brand (144)
We talk about delegating while staying true to your personal brand and delivering consistent, authentic messages. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Tracy Jepson) Business Infrastructure and Hiring (143)
Tracy Jepson, CEO of Kantex Financial, joins us for a conversation about how to build a profit first business. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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What Would We Do? (142)
We talk about our strategies if we were to start an RIA or if we were established and didn't need more money. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: James Wrigley) Content from Down Under (141)
James Wrigley joins us all the way from Australia to talk about his content journey and his success and tips for the creating consumable content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an…
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In-House or Outsource Marketing (140)
We talk about the benefits of hiring in-house marketing versus outsourcing talent. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Remove the Funnel (139)
We talk about what it means to remove the funnel and the importance of understanding marketing to audience behavior. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Hiring Talent (138)
We talk about delegating and hiring and how it can change your business and enhance your efficiency. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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The Marketing Mindset (137)
We dive into the marketing and creator mindset and how you can make your creative sessions more productive. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Thomas Kopelman) The Real Impact of a Good Newsletter (136)
We are joined by financial advisor and content creator Thomas Kopelman where we discuss tactics for creating and marketing a successful newsletter. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an...
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Marketing Activity (135)
We talk about how to keep consistent activity to grow your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing Your Next Opportunity (134)
We talk about how to market to opportunities that interest you as an advisor when making money isn't a concern. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Revenue & Opportunity Drivers (133)
Nic Nielson, CFP fills in for Corey as him and Ryan discuss in depth about driving revenue and growing your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing Deeper & Doubling Down (132)
Why it's important to market to your current audience and keep focusing on the platforms that are working for you. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing to Human Behavior (131)
We talk about marketing to your audience by understanding human behavior online. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Lisa Niser) Tax Planning as a Team (130)
We are joined by individual and small business tax accountant Lisa Niser where she gives advice on talking to accountants and talks about tax returns. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an...
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(Guest: Carl Richards) Guide or Defending Old Maps (129)
We are joined by industry legend Carl Richards, CFP and author of The Behavior Gap. We talk to him in depth about his success and experiences in the industry. This is an episode you won't want to miss! Please share your thoughts and if you have a suggestion for a compelling guest or to ask a...
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DIY Content Curation (128)
We talk about creating more stuff from your content and speeding up your process. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Adam Scherer) Building Better Planners (127)
We are joined by Adam Scherer, director of curriculum and instructor at Boston Institute of Finance. We talked to him about the financial planning and certification process and his experience in the industry. Please share your thoughts and if you have a suggestion for a compelling guest or to ask…
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Marketing Friction (126)
We discuss what marketing friction is and how it functions as well as how it relates to demand and lead gen. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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SEO & Your Website (125)
We talk about SEO and building advisor websites. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Dr. Daniel Crosby, Ph.D.) Behavioral Finance (124)
We are joined by Dr. Daniel Crosby, Clinical Psychologist and Chief Behavioral Officer at Orion Advisor Solutions. We discuss audience behavior and understanding how behavioral finance affects markets. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a...
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Legacy Marketing for Financial Advisors (123)
We give advice on how to market to beneficiaries and families. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Building a Marketing Machine (122)
We talk about understanding marketing operations and how to build an effective marketing plan from the ground up. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Keith Wilson) Film School (121)
We are joined by Keith Wilson, CEO of Wilson Financial Advisors where we discuss creating and marketing filmed content and it can be improved. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email:...
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Creating Context (120)
We discuss using context in your content to help your audience better understand your message and the language you use. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Personal Branding (119)
We talk about personal branding and how to focus on your individuality to create compelling content for your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Michael MacKelvie) Finding Your Voice (118)
We are joined by Michael MacKelvie, CFP at Cascade Wealth Management and Owner of Vivid Wealth. We talk about his background in the industry and figuring out your place. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show,...
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Website Language for FAs (117)
We talk about website editing and the importance of using the right language. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Demand Gen vs Lead Gen (116)
We talk about the define and discuss the fundamentals of demand and lead gen. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Struggle Getting Started (114)
How to get past feeling "stuck" growing your business. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Converting on Social Media (113)
We talk about opening conversation with potential clients through your social media content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing Adjustments (112)
We talk about focusing on behind-the-scenes content and how to evaluate and refine your strategy. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Andy Panko) Challenging the AUM Model (111)
We are joined by Andy Panko, CFP and owner of Tenon Financial where we talk about the AUM model and Andy's current marketing strategies. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email:...
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Clear & Simple Content (110)
We talk about simplifying your language and content so anyone is able to understand it. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Email Newsletters (109)
We cover how to compose appealing email newsletters and what they should and shouldn't include. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Distributing Content Strategy (108)
We talk about clipping and stretching out your already made content onto multiple platforms. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Our Streaming & Video Setup (107)
We discuss the equipment we use and recommend for streaming and recording. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Patience as a Strategy (106)
We talk about the value of patience in your marketing strategy and the benefits it can have on your business and consumer relationships. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email:...
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Focus on Local Business (105)
We talk about researching local business both in person and on social media to help strengthen your strategy and communication with your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an…
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Niche Content (104)
We talk in detail about creating niche content and effectively marketing to your specific audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Enhancing Your Financial Planning Process (103)
We talk about building a solid financial plan and how it can benefit your business and content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Video Editing in Real Time (102)
We live edit a video to be posted on social media while talking through each step. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Facebook and Youtube (101)
We talk about how to utilize Facebook and Youtube as marketing platforms. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Making Content Consumable (100)
We talk about creating appealing marketing content that will resonate with your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Understanding Marketing Results (099)
We talk about interpreting the results from your marketing efforts and how to determine what is and isn't working. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing Budget (098)
We talk about understanding your marketing budget and how you should be spending to be successful. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Marketing Activity (097)
We talk about being an active marketer and being consistent in your efforts. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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(Guest: Charles Freeman) Bubbles, Bears, & Bitcoin (096)
Charles Freeman is back to dive further into the topics of changing market bubbles and cryptocurrency. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Results > Saving Time (095)
We compare saving time versus generating results and which you should be focusing on. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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When and What to Post (094)
What type of content should you be posting and when should you be posting it? Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: [email protected]
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Frequently Asked Questions
How many episodes does Advisor2Advisor have?
Advisor2Advisor currently has 139 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Advisor2Advisor about?
Welcome to the Advisor 2 Advisor audio experience.
How often does Advisor2Advisor release new episodes?
Advisor2Advisor publishes regularly with 139 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Advisor2Advisor?
You can listen to Advisor2Advisor on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Advisor2Advisor?
Advisor2Advisor is created and hosted by Corey Keating.
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