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Ep 29: 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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Ep 27: 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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Ep 26: 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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Ep 25: 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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Ep 23: 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.

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Ep 21: 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.

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Ep 19: Video Marketing with Greg Prinz, Founder of Chapter One Films

On today’s episode, we’ll discuss how Greg is using video to help small advisors differentiate themselves in the market, how his process works, and how video can play a role in your business.

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Ep 16: Marketing Practices with Mark Gaffney of M.E.G. Services

In today’s market, a strong marketing plan based on data and client research is essential to your financial business.

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Ep 15: Marketing Trends with Retirement Inside Out

A lot of advisors have seen growth in the past few decades and especially in the past few years. With these changes come new market trends and developments. We are mixing it up today and spotlighting Karl’s interview on another FIG podcast, Retirement Inside Out.

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Ep 13: Providing an Excellent Client Experience with Cornerstone Wealth Management

Providing a great client experience can make a difference in the growth of your business. On today’s episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas Nevada.

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