Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.
But what exactly do you need to consider and do?

To beat the market, you’ve got to buy and hold. 
To win at marketing… you need to do the same thing.
Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix. 

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice?
Quick answer: You bet it can!

Podcasting: to outsource, or not to outsource. That is the question.

Be your own loud. The non-negotiable you.

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

You know you need a content strategy. But where do you begin?