Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]
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 […]
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 […]
Claire Akin runs the Indigo Marketing Agency and works with independent financial advisors. She joins the show to share her digital marketing and LinkedIn expertise with the audience. It’s in the family Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients. Claire […]
Eric (Beyond Your Hammock) comes back on the show to share more strategies and techniques that he uses to maintain his firm’s operations and have his work with the press compliment his work with clients. Part 2 goes further into his “value first” technique when working with the press. Eric talks about how he works […]
Eric Roberge, principal of Beyond Your Hammock, joins the show to share how he got started working with the press and other digital media shows, like this podcast. He shares how he decided on his unconventional firm name and why this name compliments his work with the press and prospects. His unconventional approach starts the […]