Jul 27, 2021
In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.
www.thesevengroup.com for more.
Jul 19, 2021
In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News’ 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means...
Jul 12, 2021
On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they’ve built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their...
Jul 6, 2021
In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and...
Jun 28, 2021
We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients.