marketing

Finance, FinTech, and Fatherhood with Derek Notman (S5E1)

We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is.

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S4 E7: Make More Money & Do More Good with Derrick Kinney

Join us for an extremely insightful conversation that will leave you with a long list of takeaways to improve your business as well as your personal life. Derrick has a tremendous perspective on money and using it to do good, and we hope you enjoy this discussion as much as we did.

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S4 E3: Taking Your Brand to the Next Level with Jeremy Weber

No matter what profession you’re in, there’s never been a better time (or more important time) to independently build your own brand. Financial advisors might not see that as a priority to their business, but building a brand can increase credibility and awareness for the work you do.

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S4 E2: Creating Superfans for Your Business with Brittany Hodak

Today’s guest has built her own brand around filling this need. Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker. Her work has appeared on some of the largest media platforms in the world and you might even have seen her on Shark Tank.

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S3 E10: The Authentic Story of Struggle and Success with Marques Ogden

We were able to catch up with Marques Ogden recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the way. Once you hear his journey and all of the lows he had to experience before reaching the highs, you’ll have a better appreciation for all he’s accomplished.

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S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG

The Co-Chief Executive Office at Financial Independence Group joins us today to discuss his journey to a leadership role, how FIG gives advisors a competitive advantage and much more about the future of advising at FIG.

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S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances

Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals.

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S3 E5: Making the Most Out of Your Marketing Plan

The Director of Marketing at FIG’s marketing agency, All Points Media joins us on today’s episode to unpack marketing trends and strategies independent advisors need to be aware of when it comes to gaining leads. Tom is helping FIG advisors make the most out of their marketing plans and the money they put into those plans.

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S3 E4: Facts and Logic in Marketing and Sales

On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.

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S3 E3: Using First Party Data with Lone Beacon

On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.

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