Wealthy or not, every client has the same question:  “Am I going to be okay?” Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.  

More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible. How can financial advisors cut through the noise?

Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential.  Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?

Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?

Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them. 

In business, people don't buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

As the world's perspective changes, so do the way businesses are run. Adapting to those changes allows companies to push forward and rise above within the industry.

Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

“I'm going to die someday, and spoiler alert: so are you.” After someone dies, your ideal situation is to be allowed to just simply grieve. But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. 

Business owners looking to plan their exit need to consider more than just their personal life.  How many advisors can provide both retirement planning and business exit planning advice?

Your clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free. With voice updates,  your content is just one Alexa command away.

A lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame. 

You probably have hidden profits in your business. Are you ready to find them?

What does client success look like? How can your marketing help connect with clients and prospects?

67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.” Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?

The best CPA partnerships accomplish both: improving your client experience and growing your revenue. But how and where can you find such partnerships?

In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge. Not anymore!

Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?

Only 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?

What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both? Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.

Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data? Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.

Have you heard about niche marketing but still aren't convinced that it can grow your business? Perhaps hearing from someone who has walked the walk might help.

Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry!

Finding your hyper-focused niche is only work half done. Next, you need to get your voice out to your target audience and build a network of influencers and experts in your niche!

Do you keep sidelining cybersecurity in your practice? If your firm were to experience a data breach, your clients would lose trust. If an SEC or FINRA auditor were to recognize poor cybersecurity practices, you’d probably have to pay a hefty fine.

Do you want to build a community of raving fans who believe in your mission, make you more referable, and become brand advocates?

You don't have to be an experienced author to write a book that speeds up your influence. You just need the right guidance.

Looking for a one-stop shop to learn everything you need to know about podcasting, digital marketing, and branding? Introducing the PodRocket Academy — where we help you accelerate your influence and become the trusted authority you’re meant to be.

Want to differentiate yourself from the advisor down the street?  Consider offering a service that your clients don’t even realize they need yet. (When you mention it, they’ll have a lightbulb moment!)

Advisors often hesitate to niche out because they’re worried about whittling down their number of prospects.  Or worse, picking a niche that doesn’t work out. Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects?

Do you want to differentiate yourself from the advisor down the street? Are you looking for marketing strategies that will not only get your audience’s attention but also turn them into raving fans? You’ve come to the right place!

Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances. How then is it possible to give the best advice if you’re not seeing the whole picture? 

It’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

Mergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships.

Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose. What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?

Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?

Podcasts require more preparation than one might think. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity!

Podcasts, emails, videos, blogs, white papers… They may not be that effective as standalone media. But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess!

Have you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients.

A brand is more than a website and a logo. Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you? 

Does this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently.

Whether they’re on the giving or receiving end, most women despise prospecting, selling, and closing. So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them.

Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?

The Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life. This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!

You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect? 

Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share? Self-doubt is common, especially among women.