marketing

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

S3 E1: Business Growth Practices with Strong Family Financial

If you are just getting into the financial industry we highly recommend working with a coach or experienced professional like the people at Strong Family Financial.

Read More

S2 E10: Data Driven Marketing with Leading Response

If you are a business owner relying on marketing to drive leads and revenue, using data as part of your marketing strategy is a must. Our guest on today’s show is the business development manager with Leading Response.

Read More