Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?

The Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life.
This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!

You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect? 

Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share?
Self-doubt is common, especially among women. 

Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on? 
The easiest and best solution is mind mapping!

Are you struggling with building and implementing a long-term business development plan?

Perhaps it’s missing some key elements.

Transitioning to a new firm can feel overwhelming due to various reasons… such as moving clients, repapering, and adjusting to new systems, to name a few!

Myth: If you pick a niche, you’ll reduce your number of potential clients.

Reality: Picking a niche fine-tunes your messaging and attracts ideal clients!