Advisor Success Stories  (S4 E2)

Advisor Success Stories
(S4 E2)

In our industry, it can often feel like the same people are talking about the same things over and over again. So, while our guest today is one of our industry’s most beloved voices, we’re not going to talk about our own perspectives at all. We sit down with Samantha...
Social Assurance (S3 E19)

Social Assurance
(S3 E19)

We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial...
Lessons from a Home Builder (S3 E17)

Lessons from a Home Builder
(S3 E17)

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings. One opportunity we don’t...
Mobile Assistant (Human) Technology (S3 E15)

Mobile Assistant (Human) Technology
(S3 E15)

From time-to-time we like to highlight resources that we believe may truly be of value to financial advisors. We’ve all used transcription services before, and most of them are garbage. Our guest today, Corey Westphal of Mobile Assistant, claims to not only have a...
Is PR Valuable for Advisors? (S3 E12)

Is PR Valuable for Advisors?
(S3 E12)

The right PR opportunities can open new doors for exposure, while highlighting an individual or firm’s expertise. But is it worthwhile for financial advisors? Our guest Jason Lahita, founding partner of StreetCred Communications, offers his candid and surprising...