by Christopher Norton | Sep 1, 2020 | Podcasts
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...
by Christopher Norton | Jul 28, 2020 | Podcasts
Companies spend (tens of) thousands of dollars to launch new products. But what if you are a financial advisor and want to launch a new product of your own? Whether it is a new investment strategy, financial planning tool, or service, HOW can you conduct a product...
by Christopher Norton | Jun 1, 2020 | Advisors
On Friday of last week, I shared a rare moment of personal reflection as I struggled with all that is happening in the world. I like to consider myself pretty unflappable. I (personally) have seen and been through enough that you learn to take things in stride and...
by Christopher Norton | Apr 28, 2020 | Podcasts
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,...
by Christopher Norton | Mar 3, 2020 | Podcasts
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...
