Ranked #1
A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine
A Hyper-Local Marketing Idea That Turned Into a Lead Generation Machine
I have something lined up today that I don't think 99% of advisors have ever heard or thought of doing. Steven Fox, the ... Read more
14 May 2019
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49mins
Ranked #2
10 Marketing Hacks to Generate Inbound Leads Through Your Website
10 Marketing Hacks to Generate Inbound Leads Through Your Website
In 2017, we had over 100 introductory phone calls get scheduled directly through our website. Unfortunately, many of tho... Read more
26 Sep 2019
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1hr 7mins
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Ranked #3
Sonic Branding, Snail Mail Marketing, SEO, and More!
Sonic Branding, Snail Mail Marketing, SEO, and More!
In today's episode, I’m sharing four things I have been working on recently: Sonic branding. How we all can up our audi... Read more
19 Jun 2019
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49mins
Ranked #4
The Showdown: Blog vs. YouTube vs. Podcast
The Showdown: Blog vs. YouTube vs. Podcast
If you're a listener of the show, I’m going to assume you are either: Not creating content, want to start, and unsure ... Read more
23 Apr 2019
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43mins
Ranked #5
Growth by Acquisition + Lessons Learned
Growth by Acquisition + Lessons Learned
As you hopefully know by now, I’m not afraid to experiment. And, last year, I experimented with my first acquisition by ... Read more
20 Mar 2019
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38mins
Ranked #6
Cold Emails, Tacos, and Noah Kagan
Cold Emails, Tacos, and Noah Kagan
Quick announcement! Justin Castelli and I are in the midst of launching a private community for growth-minded advisors. ... Read more
14 Aug 2019
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1hr 18mins
Ranked #7
How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis
How to Use Tax Planning to Differentiate Yourself and Grow with Matthew Jarvis
The one and only Matthew Jarvis joins me on the show today to talk about how financial advisors can use tax planning to ... Read more
16 Jul 2019
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49mins
Ranked #8
Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020
Everything You Need to Know About Hosting (and Growing!) a Podcast in 2020
It's no secret that podcasting is REALLY popular. In fact, there are now over one million podcasts! Recording and publis... Read more
28 Apr 2020
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1hr 30mins
Ranked #9
Snappy Kraken & Prospecting in a Volatile Market
Snappy Kraken & Prospecting in a Volatile Market
Today I'm joined by Robert Sofia, founder of Snappy Kraken. We talk: How financial advisors should prospect in a volati... Read more
24 Mar 2020
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37mins
Ranked #10
5 (More) of My Favorite Tech & Marketing Tools
5 (More) of My Favorite Tech & Marketing Tools
Today I’m sharing 5 (more) of my favorite tech and marketing tools for financial advisors. Get this... 26% of users who ... Read more
29 Feb 2020
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37mins