All episodes

Episode 97: Finding Your Groove by Going Ultra-Niche

Episode 96: The Tactical Guide to Launching a Podcast as an Advisor

Episode 95: The Ugly Truths About Marketing Advisors Need to Know

Episode 94: Scaling Your Practice Without Letting Client Satisfaction Suffer: A Conversation with Matt Reiner

Episode 93: Can Advisors Deliver an Amazon-Like Experience?

Episode 92: Educating Your Clients on Insurance – How to Do it In a 2022 World

Episode 91: How We Built This - The Story of Seven Group

Episode 90: Shaping the Future of the Financial Planning Industry: A Conversation with Dasarte Yarnway

Episode 89: Survival of the Fittest? What Wealth Managers Can Do to Survive Over the Next Decade

Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future

Episode 87: Crypto & The RIA World – A Flourishing Partnership?

Episode 86: Becoming More Referable - A Conversation with Julie Littlechild

Episode 85: A Framework for Setting Your Practice's Growth Goals This Year

Episode 84: What About Taxes? How to Integrate More Tax Planning Services Into Your Practice

Episode 83: Ways to Build Brand and Cut Through the Noise with Gen X and Gen Y

Episode 82: What Does Web3, Crypto, and DeFi Mean for the Wealth Management Space?

Episode 81: Golf Events, AirBnb, Crypto, Zoom, and Market Drops: What the Future of The Advisor-Investor Relationship Will Look Like

Episode 80: Prioritizing Your Health, Mindset, and Life to Grow Professionally

Episode 79: Simplifying Your Prospect & Client Engagement Experience to Drive Growth: A Conversation with Mariner's Brian Leitner

Episode 78: Increasing Your Social Proof and Client Trust Through Your Digital Presence

Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE

Episode 76: How Estate Planning is Changing and How Tech is Leading the Way

Episode 75: The Art of Storytelling - A Blueprint

Episode 74: Activating Clients as Agents for Growth - A Conversation with Jackie Wilke

Episode 73: Building Community: How Onramp is Approaching Brand and Community Building

Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt

Episode 71: The New State of Advice: The Big Wealth Transfer, Personalization, Holistic Planning, and More

Episode 70: How Advisors Can Help Investors Close Their Financial Gaps - A Conversation With Eric Arnold, CEO of Planswell

Episode 69: Fixing the Broken Marketing Model and Increasing Lead Pipeline Quality

Episode 68: Moving Away from B2B and B2C to Human-to-Human

Episode 67: The 3 Biggest FinTech Trends Shaping Wealth Management for 2022 and Beyond

Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors

Episode 65: How to Level Up Your 401k Business as an Advisor

Episode 64: Building Your Marketing Strategy - The Seven Sequence

Episode 63: Connecting Financial Well-Being to Total Well-Being – What Advisors Can Do About It

Episode 62: Building a Media Ecosystem to Nurture Your Audience: A Discussion With Michael Batnick

Episode 61: Niching Down – A Case Study from an Advisor Who Did It Successfully

Episode 60: Real Financial Planning: Defenders vs. Guides – A Discussion with Carl Richards

Episode 59: The Good, The Bad, The Effective: A Financial Advisor's Guide to LinkedIn

Episode 58: The Emotional Side of Financial Planning - How to Help Clients Navigate Major Life Decisions

Episode 57: Connecting with a New Generation of Investor

Episode 56: Managing the Client Relationships Through Headlines, Headwinds, and Fast-Moving Markets

Episode 55: Building, Scaling, and Stylizing Your Content: A Deep Dive

Episode 54: Launching the RIA: Systems, Content, and Processes

Episode 53: Marketing Mailbag - Content Creation vs. Distribution

Episode 52: The Marketing Funnel: Myths, Truths, and How to Build One That Works

Episode 51: Is Video Right for Your Marketing Program?

Episode 50: A Guide to Webinar Marketing: Topics, Trends, Tactics

Episode 49: The Application of Behavioral Finance in the Client Experience

Episode 48: Building Out Your Social Media Strategy – Getting Down to the Tactics

Episode 47: The Biggest Macro Trends Happening Today (and Tomorrow) That Advisors Need to be Thinking About for Clients

Episode 46: How Advisors Can Make Money Simple for Clients

Episode 45: Finding Balance Between Your Clients' Financial Goals and Personal Values

Episode 44: Building an Effective Sales Organization: Focusing on the 80% that Matters

Episode 43: The Big Things to Think About Before Going Independent

Episode 42: Stop Ignoring Your Data & Integrations: Steps Advisors Can Take To Improve Your Client Experience

Episode 41: The Third Wave of Financial Planning: How Advisors Need to Adapt Their Practices

Episode 40: Diversification: Still the Only Free Lunch in Finance

Episode 39: Inside the Strategy - Paid vs. Organic Marketing, Why You Need Both

Episode 38: How to Build Trust With Your Clients - Unpacking the Principles

Episode 37: Getting Your Marketing Going - The Do's and Don'ts

Episode 36: Inside the Strategy - Building Client Affinity With Content

Episode 35: How Every Advisor Should Think About Marketing in the New Year

Episode 34: Inside the Strategy - 2021 Marketing Predictions for Financial Advisors

Episode 33: Raising the Bar on Client Experience

Episode 32: Inside the Strategy - Playing the Marketing Long Game

Episode 31: The Future of Advisor Tech: How Financial Planning, Educational Content, and News Will Converge

Episode 30: Inside the Strategy - When Does it Make Sense to Automate Your Marketing?

Episode 29: The Power of Investor Behavior - Integrating Behavioral Finance Into Your Marketing

Episode 28: Inside the Strategy - Getting Your Social Media Approach Right

Episode 27: Making Money Interesting - Finding Inspiration in Your Day to Day

Episode 26: Inside the Strategy - Lead Gen vs. Brand Awareness

Episode 25: The Biggest Business Development Mistakes Advisors are Making and How to Fix Them

Episode 24: Letting Go to Scale: How to Manage Your Practice As You Grow

Episode 23: Should You Write A Book? Everything You Need to Know About Books Becoming a Part of Your Marketing Strategy

Episode 22: Designing Your Marketing Around Your Culture

Episode 21: RIA M&A Deep Dive: What the Future Holds, How to Differentiate Your Practice, and Why Brand is So Important

Episode 20: The Virtual Practice: Here to Stay?

Episode 19: Creating the Right Systems for Your Practice

Episode 18: Starting an RIA - Mindset, Process, and Pivots

Episode 17: The Power of Visual Storytelling

Episode 16: The Loyalty Game – Going Specialized for Growth

Episode 15: Diversity in Financial Services: An Actionable Discussion

Episode 14: Bringing Your Content to Life – Using Video to Engage and Convert

Episode 13: Going Specialized - The Value of a Niche

Episode 12: The RIA Marketing Wave - Small Steps Make a Big Difference

Episode 11: Building Your Own Sales Funnel

Episode 10: Why Brand Consistency Matters for Your Practice... And What to Do About It.

Episode 9: Preparing for the Next Generation of Financial Planning

Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance

Episode 7: How Social Media is Changing the Advisor Landscape

Episode 6: Adapting to Your Customer

Episode 5: The Future of the RIA

Episode 4: Cutting Through the Noise in a Crowded Space

Episode 3: Building a Practice from the Ground Up

Episode 2: Going All-in on Personal Brand

Episode 1: Marketing Your Practice in 2020