Ops & Impact

Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM?  Sponsored by CalibrateIQ.

Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process. Sponsored by: Savology.

This is a Tool Tip episode where I share my love for SaneBox. I've used this tool forever, and it makes a massive difference in how I manage my email. I think it might help you too. 

As a financial advisor, you probably have all sorts of admin tasks that you would rather not do. How do you know if it's time to hire a virtual assistant? And how do you actually get yourself to delegate?  Sponsored by: Savology.

We all know your website is the public face of your financial advisory firm. But there are a few elements that are consistently missing from many advisor websites. We'll talk about the top five (plus a bonus). Sponsored by: Savology.

Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important? Sponsored by: Savology.

Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done. Sponsored by: Savology.

A lot of financial advisors are doing really cool things with AI and building some interesting apps. I'm doing some of this as well and I'm sharing my experience. Sponsored by: Savology.

A lot of financial advisors struggle with their sales process. I'm going to explain why I keep mine super simple and don't do any work until the agreement. Sponsored by: Savology.

There's a trick I've been using to make financial plan presentation meetings much more effective and client friendly. and it works for other types of communication as well. Video walk-throughs! Sponsored by: Savology.

A lot of financial advisors get stuck on building workflows. It's sometimes overwhelming to try to figure out where to start and how to create a workflow that is useful. In this episode, we will walk through exactly how to build a great workflow that frees up your mind to focus on what's important: your clients. Sponsored by: Savology.

The most obvious yet most underutilized tool for financial advisor marketing: directories. Sponsored by: Savology.

Blogging has been a core component of content marketing for decades. But is it still relevant? Sponsored by: Savology.

It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing? Sponsored by: Savology.

Today we will talk about how to approach online marketing if you fall into "bucket 3" – nationally focused was no strong niche. Sponsored by: Savology.

SEO and marketing works differently if you are nationally focused with a strong niche. Today we will discuss what to do if you're in "bucket 2"  and how to use SEO (including when not to use it). Sponsored by: Savology.

In a previous episode, we talked about the importance of defining which "bucket" your RIA falls into for SEO and marketing. Today we will discuss specific strategies for SEO if you focus in your local market (bucket 1). Sponsored by: Savology.

So many financial advisors are concerned about their SEO and they often jump straight to questions like "how do I increase my SEO?" without first defining their marketing focus. We'll talk about how choosing the right "bucket" for your RIA is an important first step before executing any SEO or marketing tactics. Sponsored by: Savology.

Over and over, marketing experts tell financial advisors to create more content in order to market their firms. But advisors struggle to make time for it and often don't have the expertise to create unique high quality content such as articles and blog posts. We will talk through how I use AI to create unique, high quality blog content (that actually sounds good!) in very little time. Sponsored by: Savology.

A preview episode with a little background information before the podcast officially launches.