B2B Podcast Guest Checklist
So you’ve made it this far and you’re gearing up to be a guest on a podcast. Whether you’ve been a guest on multiple podcasts in the past or it’s your first time, this post will be a great refresher on how to record high-quality audio and ensure your...
How to Acquire New Clients as a Financial Advisor in 2020
I’m so sick of the term lead that I’ve declared it a 4-letter word. Lead is ubiquitous in business and yet it’s definition is as vague as it is impersonal. In the advisory space, where we’re entrusted with managing not simply an individual or family’s personal finances, but...
Why Finacial Advisor’s should be paying attention to trends in B2B Marketing
The odd detractor aside, it should be completely uncontroversial to state that one of the, if not THE major struggle for most financial advisors and advisory firms is that of prospecting and client acquisition. Put simply, finding and acquiring new clients is hard. It...
