Careers, CFP Practitioner, Client Experience, Customer Journey, Digital Marketing, Entrepreneur, Subscription

E21 | Moving Beyond AUM and Finding HENRYs

Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this ...

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Careers, Customer Journey, Digital Marketing, Digital Presence, Prospecting, Reputation Management, Social Media

E19 | Sculpt your Digital Presence and Online Reputation Management

Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global ...

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Digital Marketing, Financial Planning 3.0, Financial Planning Association, Practice Management, WorthLiving, Writings

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, ...

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Careers, CFP Practitioner, Digital Marketing, Podcasting, Practice Management, Prospecting, Reputation Management

E16 | Podcasting for Financial Planners

Hannah Moore, of Guiding Wealth, joins me for this show to talk about her ...

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Digital Marketing, Finology, Succession, WorthLiving, Writings

I’m going to miss you dad

This post has taken a while to write.  It’s weird.  Thinking that I’m not ...

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Client Experience, Customer Journey, Digital Marketing, Expert Advisors for Planners, Prospecting

E15 | A prospect will qualify themselves, if you ask

Would it be nice if a prospect let you know if they can afford ...

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