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 […]

Know your Ideal Client's Persona

Find clients by knowing their interests

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 […]

Is your data secure?

 

Dropbox and Google Drive have vulnerabilities you may not know

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, […]

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 […]

9 ELEMENTS you need to review

Your online reputation is often your first impression

E16 | Podcasting for Financial Planners

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 […]

The SafeHaven™ Data Centers

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