ABOUT THIS PODCAST 🔗

Update frequency:
every 36 days
Average audio length:
30 minutes
English
United States
8 episodes
since Sept. 8, 2022
episodic

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More and more advisors are diving into video as part of their overall marketing plan and utilizing YouTube is a strategy that we hear about often. Most of the move to video came on the heels of the COVID pandemic when everyone was forced to go virtual and get comfortable on camera, and that’s conti…

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There are no sure things in the marketing world but what if you knew the personality of your prospects ahead of time and could tailor your message to most effectively attract them to your services? Today’s guest, Paul Carpenter, has developed a personality profiling business tailored to advisors to…
Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and ha…
Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors. We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some…
Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into.  We wanted to bring him …
Today’s guest is someone we’ve grown to know extremely well over the past year or so, and his drive has really pushed us to step up our game. Ryan Fleming, MBA, RICP, CRPC is a pilot and financial advisor who only works with other pilots, and we began working together just over a year ago.   During…
The goal for every business owner and entrepreneur is to reach the point where your business doesn’t require you to work all hours of the day to grow profits. Financial advisors struggle with this balance as well and we see it all the time when we meet with people to discuss strategies.    Today’s …
As we launch this new podcast and get this journey started, we felt it would make the most sense to begin with a little background on the business and show.  So that’s what we’ll do in this debut episode. We’ve broken it down into a few different categories – the company, the person, and the podcas…
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