What if you could turn your passion into your best source for leads? What if you were finding clients in the communities you were most passionate about? I think this is a great idea and is exactly what Galen Herbst de Cortina did. Galen is an avid “gamer.” He likes video games and video game […]
Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management. It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]
Millenials, why and how? Sophia Bera from Gen Y Financial joins me for this week’s episode of the show. Sophia is a millennial advisor who focuses on millennial clients. Often millennial clients aren’t ideal or even probable AUM clients. That doesn’t mean that they aren’t willing to pay $2000-$4000 for a financial plan and keep you […]
Want to start your own firm? In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution. There’s some wonderful hints, tips and warnings for the aspiring business owner. Rianka has been a good friend for a few years. We’ve walked […]
Hannah Moore, of Guiding Wealth, joins me for this show to talk about her podcast, You’re a Financial Planner, now what? Hannah’s podcast is based on a project that started in Dallas, Texas. She’s taken a local initiative to the next level through podcasting. What started as a local gathering is now available world-wide to […]
This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does. Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]