Ranked #1
S2 E01 | What does Crystal Know about your next client?
S2 E01 | What does Crystal Know about your next client?
People DON'T want to be treated the way you want to be treated. Find out more about DISC personalities and how to commun... Read more
12 May 2020
•
37mins
Ranked #2
E26 | Video Speaks the Story of Your Brand
E26 | Video Speaks the Story of Your Brand
Idea Decanter shares how video marketing allows RIAs to showcase their personalities as well as your firm's passion and ... Read more
6 Jun 2018
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42mins
Ranked #3
E25 | White boarding videos, dopamine and your clients
E25 | White boarding videos, dopamine and your clients
Why are whiteboarding videos so engaging? Jill Addison gives us a look into the effectiveness of using this video marke... Read more
16 May 2018
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28mins
Ranked #4
E24 | Finding Clients and Watching Video Games
E24 | Finding Clients and Watching Video Games
Galen has found a treasure trove of financial clients in one of his personal passions, video games. There are a number ... Read more
22 Feb 2018
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35mins
Most Popular Podcasts
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Ranked #5
E23 | What it means to be a credible authority
E23 | What it means to be a credible authority
E23 | What it means to be a credible authority by Digital Marketing 4FP
10 Jan 2018
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53mins
Ranked #6
E22 | Off Time Management (part 2)
E22 | Off Time Management (part 2)
How do you recharge from working? How do you keep your mental peace?In this episode Sophia shares the ways that she hel... Read more
15 Nov 2017
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22mins
Ranked #7
E21 | Moving Beyond AUM and finding HENRYs (part 1)
E21 | Moving Beyond AUM and finding HENRYs (part 1)
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High E... Read more
8 Nov 2017
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36mins
Ranked #8
E20 | How a Business Coach helps you overcome Imposter Syndrome
E20 | How a Business Coach helps you overcome Imposter Syndrome
E20 | How a Business Coach helps you overcome Imposter Syndrome by Digital Marketing 4FP
10 Oct 2017
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38mins
Ranked #9
E19 | What is your Digital Presence?
E19 | What is your Digital Presence?
Sameer Somal joins the show to talk about one of my favorite topics. Online Reputation Management and your Digital Pres... Read more
27 Sep 2017
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39mins
Ranked #10
E17 | 5 Steps To Effective Writing
E17 | 5 Steps To Effective Writing
Take your writing from good to great! This episode will help you compartmentalize your writing process. It will show y... Read more
21 Jun 2017
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30mins
Ranked #11
E16 | Podcasting for Financial Planners
E16 | Podcasting for Financial Planners
Hannah More chats with me about her podcast, You're a Financial Planner, Now What? All about podcasts. Why we do it, ho... Read more
25 May 2017
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35mins
Ranked #12
E15 | A Prospect Will Qualify Themselves, If You Ask
E15 | A Prospect Will Qualify Themselves, If You Ask
Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them?That's ex... Read more
19 Apr 2017
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27mins
Ranked #13
E14 | Learning to be a Smart Financial Planner from Holland
E14 | Learning to be a Smart Financial Planner from Holland
I’ve enjoyed Ronald Seir’s www.SeeBeyondNumbers.com blog for a number of years. I really enjoy his right brain approach... Read more
21 Mar 2017
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22mins
Ranked #14
E13 | It’s all about the niche
E13 | It’s all about the niche
Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digita... Read more
25 Jan 2017
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32mins
Ranked #15
E12 | How to Hire Interns from Universities
E12 | How to Hire Interns from Universities
Eddie Kramer shares some of the lessons he's learned from working with his alma mater. From hiring interns to building ... Read more
15 Dec 2016
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30mins
