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Ep. 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial Advisors

43:48

1 yr ago

Ep. 02 – Mike Lover: On the Importance of Process and Elevating the Client Experience

01:11:20

1 yr ago

Ep. 03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial Advisors

01:15:57

1 yr ago

Ep. 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice

53:15

1 yr ago

Ep. 05 - Mark Mersman & Matt Eilers: On Financial Advisor Marketing Best Practices

01:37:43

1 yr ago

Ep. 06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration

56:59

1 yr ago

Ep. 07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity

01:08:14

1 yr ago

Ep. 08 – Brittney Castro: On Social Media, Brand-Building, and Marketing Madness for Financial Advisors

01:01:27

1 yr ago

Ep. 09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in Review

01:05:03

1 yr ago

Ep. 10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women

17:16

1 yr ago

Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization

59:58

1 yr ago

Ep. 12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNiched

01:34:11

1 yr ago

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