by Christopher Norton | Jun 3, 2020 | Podcasts
In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including: The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
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...
by Christopher Norton | Feb 4, 2020 | Podcasts
When it comes to marketing, most Advisors could benefit from the perspective of a Chief Marketing Officer. But how often is that in the budget? In this episode we discuss the top five ways to replicate the CMO experience without necessitating a big spend: Creating...
