More and more advisors are diving into video as part of their overall marketing plan and utilizing YouTube is a strategy that we hear about often. Most of the move to video came on the heels of the COVID pandemic when everyone was forced to go virtual and get comfortable on camera, and that’s continued on. If you’ve thought at all about using YouTube or just want to get a better understanding of the platform, then this episode should help provide you with some of that information. Steve...
May 18, 2023
23 min
There are no sure things in the marketing world but what if you knew the personality of your prospects ahead of time and could tailor your message to most effectively attract them to your services? Today’s guest, Paul Carpenter, has developed a personality profiling business tailored to advisors to help them close at a much higher rate thanks to the ability to build a connection much earlier. Around 10 years ago, Paul and his team began taking all of the personality profiling they had develop...
Mar 28, 2023
50 min
Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and have watched him implement strategies in this digital world even when things have shifted back to in-person again. We asked him to be a part of the show to share his approach to digital marketing with...
Mar 6, 2023
51 min
Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors. We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out. Here’s some of what you’ll learn in this episode: · ...
Jan 31, 2023
15 min
Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into. We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new progr...
Dec 15, 2022
24 min
Today’s guest is someone we’ve grown to know extremely well over the past year or so, and his drive has really pushed us to step up our game. Ryan Fleming, MBA, RICP, CRPC is a pilot and financial advisor who only works with other pilots, and we began working together just over a year ago. During that time, we built an incredible relationship with Ryan, both personally and professionally, and he was seeing so much value from the time we were spending together that he helped us launch o...
Nov 16, 2022
30 min
The goal for every business owner and entrepreneur is to reach the point where your business doesn’t require you to work all hours of the day to grow profits. Financial advisors struggle with this balance as well and we see it all the time when we meet with people to discuss strategies. Today’s guest is Nina Cooke, a mindset coach for entrepreneurs. She co-authored the book Renegade Mindset with Dan Cuprill, and we’ve asked to join us to talk about what this means and how to ap...
Oct 20, 2022
25 min
As we launch this new podcast and get this journey started, we felt it would make the most sense to begin with a little background on the business and show. So that’s what we’ll do in this debut episode. We’ve broken it down into a few different categories – the company, the person, and the podcast. This show will hopefully serve as a great foundation for who we are and what’s to come. Here’s some of what you’ll learn on this episode: · What Shar...
Sep 8, 2022
16 min