This is how to impress your prospective clients.    #financialadvisors #revenuegrowth #marketing

Do you know your conversion math to get a client? Shaun and I discussed this on the "Lessons Learned from My RIA Launch" livestream. Subscribe to the channel for the next one! youtu.be/RDGM_YcxJp4

When is the last time you put yourself in your clients' shoes?

I recently got a chance to spend some time with Luke and Josh on the $tay Paid podcast as a guest. The topic was: "How to Get the Right Clients to Find You". 1️⃣ Listen to it 2️⃣ Rate and/or review it 3️⃣ Share it

I'm always down with sharing cool client stories, so I hope this one... BLESSES YOU INSPIRES YOU ENCOURAGES YOU MOTIVATES YOU Thanks Stoy for the awesome work you're doing on the podcast scene and including me in this series!

Mistakes are made at all levels…embrace the reality and maintain momentum for forward motion💯

Our real value as financial professionals... lies in our ability to understand the why behind the what. Agree or disagree? Hit me up in the comments.

As financial professionals, we're familiar with giving advice. But how often do we seek it ourselves? Advice isn't just a service, it's a mutual exchange.

Transitioning from one firm to another can test your principles. Leaving a firm with integrity means respecting client relationships. My experience taught me the value of ethical transitions, especially when philosophies diverge.  What's your take on ethical client transitions?

In every career, there's a puzzle to be completed. I'm here to help you find those last few pieces. Drop a comment if you're ready to complete your puzzle and reach new heights.

If you're feeling stuck, start by aligning your actions with your true self. Embrace your identity, act accordingly, and watch your career transform.

Thinking of becoming a CFP? Is the price tag worth the professional leap? Share your thoughts or experiences in the comments. #realtalk #coaching #financialadvisors

What You Might Not Know About Financial Services x.com/i/broadcasts/1…

Feeling lost in your career? It might be a vision alignment issue... You and only you can decide if you're in the right place, but it starts with setting your own VISION. Share your experiences and thoughts on finding alignment in your professional journey.

Do you agree with the idea of 'their rules, their game'? Reflecting on my journey from employee to entrepreneur, I've gained a new perspective on leadership. Working under someone's name means embracing their rules, as long as they're ethical. What's your take?

The $ 50 million text heard 'round the world... What do you guys think about this? thinkadvisor.com/2024/03/01/ame… #compliance #fines #financialadvisor

I built a junior strategist that works 24/7, never sleeps, and scrapes the internet for ad ideas on command. it’s Claude, powered by Apify’s new MCP integration - and it changed how I do creative research. now I can run prompts like: “scrape the latest YouTube comments from