Category Archives for Client Experience

E17 | 5 steps to a great writing process

Scott Wentworth knows how to write.  He’s made a career out of it and uses those skills to help planners. Growing from a necessity to a passion, now Scott is the CEO and Founder of Wentworth Financial Communications.  His firm is dedicated to compliant writing for financial service firms. You can use his strategy whether […]

E15 | A prospect will qualify themselves, if you ask

Would it be nice if a prospect let you know if they can afford you before you spent a lot of time with them? How Stan Prospects That’s exactly what Stan Mann teaches audience members in this episode of the show.  Stan joins me to share 10 sales appointment setting techniques and strategies to start […]

E14 | How to be a Smart Financial Planner

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 […]

E09 | Kate Holmes takes her practice around the world

Kate Holmes of Belmore Financial loves to travel. She’s traveled to every corner of the globe, and takes her practice with her. This episode shares how Kate manages her practice while she travels around the world with a world wide network of clients.  She is also able to utilize her worldwide network of connections to […]

In Search..

We use search engines for practically everything.  It isn’t just google anymore.  Our email, our computer, phones, calendars…. If it can be indexed, there’s a search option. The thing is, there are better and worse ways to search.  There are variables that help you get the result you want at the top.  There is art, […]

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