CRMs and Salesforce In this episode of the podcast we talk about the good practices and not so good practices you may be using with your CRM, whether it is Salesforce, Wealthbox, RedTail or Junxure. Oliver Sholder is a Salesforce consultant and founder of Everpeak Partners. He joins the show to share a few unique […]
How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech was developed for the 2019 FPA Retreat in La Jolla, California. Jake takes you on a journey that dives into your prospect’s process to become a client. He shares how your digital presence can amplify your message. Bringing your thought leadership […]
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 […]
Marie Swift and Impact Communications Marie has been the secret sauce behind a number of the great names in the financial planning industry becoming a credible authority. She and her team are some of the best PR and strategy advisors in the profession. She has been a long standing contributor to the overall financial planning movement. […]
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 […]
Sameer Somal thinks globally and acts locally. He is a partner at Blue Ocean Global Wealth. Sameer works both in the financial planning and financial services communities, as well as the broader business world. He works across the globe to spread awareness about the importance of personal financial advice and effective management of our online reputations. One […]
