Clients investing in crypto and managing assets Staying relevant creatively Investment management marketing, or lack thereof Newsletter creation and evolution Patience & Discipline Youth Sports (Parenting & Coaching) Thank you for listening! --- ⁠Nic on LinkedIn⁠ ⁠📄 Dollars & Diagrams Newsletter⁠ ⁠Know My Plan - YouTube⁠ ⁠Corey on LinkedIn⁠ ⁠Corey on YouTube

Creating a safe space for prospects to open up The movie "Dumb Money" Favorite baseball movies Social media marketing, advising to other advisors, and building a personal brand through newsletters and YouTube Newsletter success stories Thank you for listening! --- Nic on LinkedIn 📄 Dollars & Diagrams Newsletter Know My Plan - YouTube Corey on LinkedIn Corey on YouTube

It is no secret that we both spend a lot of time on Social Media, so where is the puck is going? What's next? “Character content is the new conversation unlock?” How on earth do we have the same favorite movie? What do you enjoy most about the movie? NBA Season Getting to see an NBA game in floor seats More conversations in the DM’s “Sales message is the great amplifier” –Henna Pryor Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

Good Til Cancelled is back! Episode 07 is from Spring 2022, but full of actionable / great content, including:  Creating consumable content that you’d want to consume yourself Speaking to your avatar/niche Diversifying our reach via multiple platforms YouTube Should FAs explore paid ads (BONUS) Corey talks how to, frequency of the ideal FA newsletter Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

(The episode begins at 4:10, while the business conversation begins at 17:40). This episode talks about the most ignored demographic in finance, how Nic would rebuild if he started over (26:50), the paid-ad opportunity on Facebook & Instagram (32:00), kids and money lessons (39:00).  Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

On this episode Corey & Nic dive into the proper level of creativity and production needed for quality content. How advisors should handle losing clients with grace. Why many advisors may regret not moving faster and more decisively within their business. And the classic dilemma of being a parent, how much is too much, not enough, and how do we know if we're doing a good job? Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

On episode 04 we start with the NBA excitement, sports cards, fixing the dunk contest, and shows. Does Hollywood (shows and movies) make finance less trustworthy? (20:15). Advice from the neighbor. Financial specialization has made it difficult for consumers to consume (36:30). How advisors become advisors? (41:35). Common pitfalls when getting into the advisor industry (46:40).  Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

In this episode we discuss the changes happening in realtime on LinkedIn and the overall decline of the feed. How and why content remains stronger than DMs. What Nic Nielsen wishes he'd done sooner as a FA (13:30). How underutilized YouTube is by the entire industry (22:30). A young financial advisors process and why you need to focus on what you like and are good at, don't get spread too thin (28:00). More thoughts on the Indy channel (33:00). Final thoughts on the 76ers and Nets trade (44:00).  Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch show clips: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

On episode 02 we go over a handful of random topics, including some dialogue about the NBA's list of all-time top 75 players, the Diderot Effect and how it impacts our behavior and budget, computer malfunctions, what makes Best Buy a viable box-store going forward, the lure and temptation of buying leads, along with our favorite TV shows of all-time.  Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch the show: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw

On our first episode we discuss surrounding yourself with a positive entourage that can help you focus on your strengths (4:00), the career plateau for many advisors (21:00), how to revive and make MLB more appealing (28:00), what is Ben Simmons and the 76ers doing (42:00), and finally we close with an actionable tip for financial planners "be prepared" (54:00). Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch the show: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw