We hear comparisons between financial well-being and physical well-being all the time. Well, Carolyn McClanahan is proof that these two domains are highly related. In this episode, we tap the breadth of experience that McClanahan has as a medical doctor AND financial planner.  We explore: <ul>
<li>Her journey with health and finance</li>
<li>The value of having hard conversations</li>
<li>Planning for who people are, not who they want to be</li>
<li>A big mistake advisers make with clients</li>
<li>A simple question she teaches advisers to ask that makes sharing EASY</li>
<li>Achieving growth through hiring (and when should you hire) </li>
<li>Leveling up through coaching</li>
<li>Creating opportunities with the media</li>
</ul> You can find out more about Carolyn at <a href="https://www.carolynmcclanahan.com/">carolynmcclanahan.com</a> This episode was brought to you by: <a href="https://snappykraken.com/">Snappy Kraken</a>: helping financial advisers create meaningful connections that drive business. Recommended Book: <a href="https://www.amazon.com/Fierce-Conversations-Achieving-Success-Conversation/dp/0425193373/ref=sr_1_2?crid=380Z6Y8SGX3A8&amp;keywords=fierce+conversations&amp;qid=1583888631&amp;sprefix=better+call%2Caps%2C238&amp;sr=8-2">Fierce Conversations by Susan Scott</a>

Andrew Davis Challenges Conventional Marketing Wisdom

Financial services marketing needs a jolt!  

We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.

The best ideas come from outside the industry.  Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.