Lindsay Pedersen is a brand strategist who views brand as a blend of science, intuition, behavioral economics, and ancient storytelling. She developed the Ironclad Method ™ while building brands with companies such as Starbucks, Clorox, Zulily, T-Mobile, IMDb, and burgeoning start-ups. Lindsay is also [...]
Steve Sanduski, founder of Belay Advisor, offers coaching and training programs for financial advisors. He’s also the co-founder of ROL Advisor, a company that offers Life-Centered Planning technology and training that helps advisors put their client’s life at the center of the conversation not [...]
Founded by Bill Cates, CSP, CPAE, Referral Coach International works with organizations and individuals who want to acquire more clients through word of mouth, referrals, and personal introductions. Bill’s goal is to help advisors increase revenue without increasing marketing expenses. His books, Get More [...]
In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how [...]
Tina Powell is the CEO of C-Suite Social Media, a digital marketing consultancy for the financial services industry. With over 20 years of work in hands-on digital marketing campaign and strategy, Tina’s extensive experience has kept her on the cutting edge of marketing and [...]
As co-founder and CEO of Heroic Public Speaking, Michael Port teaches actors and non-actors alike to give better performances both onstage and off. Port points out that how we carry out our roles determines our outcomes, good or bad, at work, at home, and [...]
Brittany Anderson is the Co-founder of Dare to Dream Enterprises and has been the Director of Operations at Sweet Financial for over 10 years. In her management role, Brittany helps with strategic planning of the practice, controls the day-to-day operations, and provides leadership to [...]
Kristina Paider is a world-class business strategist and screenwriter. She helps companies connect with their customers by applying Hollywood storytelling techniques to their marketing and communications. Her company, The Hollywood Approach, is a platform that leverages the art and neuroscience of story to help [...]
Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel [...]
Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When [...]