Podcast episodes and other writings | Page 2 of 7 | Digital Marketing 4FP (for Financial Planners)

E22 | Off Time Management (part 2)

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 […]

Attract Your Ideal Clients With Ease

Know their interests wants and desires

E21 | Moving Beyond AUM and Finding HENRYs

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 […]

Is your data secure?

Business grade sync and backup is better.

E19 | Sculpt your Digital Presence and Online Reputation Management

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 […]

What is the right place for each message?

Download the Digital Presence Map to see the big picture

E18 | Rianka started her RIA to do more

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 […]

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community.  It was humbling and inspiring.  This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]

The SafeHaven™ Data Centers

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

>