I’m going to miss you dad

6 days ago

This post has taken a while to write.  It’s weird.  Thinking that I’m not going to talk to him anymore. Many readers are aware, but I’m sure not all, that my father, Richard B Wagner JD CFP® (his friends called him Dick.  I called him Dad or Pops)  passed away at the end of March.  […]

Is your data secure?


Dropbox and Google Drive have vulnerabilities you may not know

E15 | A prospect will qualify themselves, if you ask

last month

Would it be nice if a prospect let you know if they can afford you before you spent a lot of time with them? 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 off on the […]

E14 | How to be a Smart Financial Planner

a couple of months ago

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 […]

FINRA 17-a4 Compliance


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Creating a Client Avatar to Attract Your Ideal Prospects

a few months ago

Originally posted on Claire Akin’s Blog with the Indigo Marketing Agency – Creating a Client Avatar to Attract Your Ideal Prospects This week, I am up in the mountains east of San Diego creating my new online course, The Marketing Guide for Financial Advisors, so I’m excited to feature a guest post from Jake Wagner, host of the […]

E13 | It’s all about the niche on LinkedIn

a few months ago

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. Claire was also born and raised in the industry and brings that knowledge and her skills in marketing to each of her clients.  She used to be an […]

The SafeHaven™ Data Centers

The Data Centers that protect ComConnect File Sync and CloudFinder users data

E12 | How to Hire Interns from Universities

a few months ago

Eddie Kramer of The Abacus Planning Group comes back on the show.  In part 2 of our conversation Eddie shares his experiences surrounding the hiring process with anecdotes on what his firm is looking for when hiring talented young planners.  He readily turns to his alma mater, Texas Tech University, as one of his go-to […]

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