Insights on podcasting, content strategy, and marketing for professionals in high-trust industries.
As an advisor, marketing may be a foreign language to you. But using the talents of your voice and a properly selected group of COI’s you can change the way you market and share your wisdom.
ProudMouth 
Are you relying on the right skill set to bolster your revenue? Understanding the difference between marketing and sales will help you work hard where you need to.
ProudMouth 
The title of this article may sound like a recipe for exploitation, but that couldn’t be further from the truth. People enjoy helping others. Your clients and...
Kirk Lowe 
People, including your clients and your prospects, are barraged with an onslaught of misinformation every day. Having a message that resonates (your Brand) and providing evidence that you are who you say you are, is essential. Here are some reasons and solutions.
ProudMouth 
According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in sequence.
Kirk Lowe 
Here’s a quick compilation of financial advisor concerns we’ve seen time and time again. We’ll start with some obvious answers to the questions and later, provide some solutions.
ProudMouth 
Typically, you will see blog post or article titles that read something like “Top 10 Financial Podcasts” or the like. This is a bit of a different approach in that, we thought you could learn from not only the great stuff others are doing but also from the not so great stuff they are doing.
Kirk Lowe 
Our industry is so behind. You know this. We were ten years late getting to social media. Advisors just now are looking at shooting video (5 years late) and we wonder why we have trouble getting eyes on our material and driving traffic to our websites? For many years IMOs and FMOs (Independent Marketing Organizations and Field Marketing Organizations) were always on the cutting edge of financial services marketing. They are about to be taken over. DMO’s like us are going to change the whole game. DMO is Digital Marketing Organizations.
ProudMouth Dear Frank Maselli, Re: “ A Letter from an Advisor to a Wholesaler ” I loved it. (To other financial advisors… Please read Frank’s post here before you go any...
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