Is Social Media a Waste of Time? (S3 E7)

Is Social Media a Waste of Time?
(S3 E7)

There is a vast community of Financial Advisors on social media. While it can be a fun way to stay connected, is there any real value in it? Our Director of Marketing, Christopher Norton, sits down for a series of one-on-one conversations to explore this topic from...
Working with Your Partner (S2 E17)

Working with Your Partner
(S2 E17)

Many advisory practices and small businesses consider the pros and cons of their spouse as a staff member. But just as many, are afraid to take the leap. Today we sit down with Lake Avenue Financial VP of Operations Rosa Chalekian, to discuss the success, challenges,...
Finding Your Voice (S2 E9)

Finding Your Voice
(S2 E9)

In our recommendations to Advisors on how to best market themselves, we’ve talked a lot about voice. This week, we have special guest Johnny Sandquist of Three Crowns Marketing & Copywriting to discuss not only the importance of finding your voice, but how to...