In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at how to get more return on your investment of time by repurposing content so you can enjoy the benefits of the additional clients and referrals it can [...]
Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career women in tech. She advises her clients on every aspect of their financial lives, specializing in stock compensation. And most of that work has always been conducted [...]
David is the Founder and CEO of Play for Real and Focus.ceo. David is an expert on performance coaching and the ways in which human nature can get in the way of our success. He focuses on creating blueprints for avoiding distractions and setting [...]
Katherine is the Founder and CEO of Concentric Private Wealth. She focuses on helping clients understand why they’re making the decisions they make and aligning their investment strategies with values-based life choices, helping them achieve their financial goals with comfort and clarity. Katherine is [...]
David is the Founder and CEO of Living Wealth Media, North America's leading life enrichment platform for private wealth advisors. David has a track record of marketing innovation in the wealth management industry. David has long been an advocate of niche marketing for financial [...]
Jill Lublin is an international speaker on the topics of Radical Influence, Publicity, Networking, Kindness and Referrals. She is the author of 4 Best Selling books including Get Noticed...Get Referrals (McGraw Hill) and co-author of Guerrilla Publicity and Networking Magic. Her latest book, Profit [...]
Brent is co-founder and Chief Evangelist at Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and accessible to everyday Americans. As Chief Evangelist, Brent guides the vision of Facet’s financial life planning experience, [...]
In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever. Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must [...]
Heather Ettinger, Founder & CEO,of Luma Wealth Advisors, has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through major life transitions. Heather is widely recognized for her [...]
Eric Clarke is the CEO of Orion Advisor Solutions, a recognized thought leader and an advocate for fiduciary advice. He appears regularly as a contributor to Investment News and The Journal of Financial Planning, and has received numerous industry awards including ThinkAdvisors’ IA25 in [...]