One-on-one interactions when you’re growing in this business is crucial. You should talk and meet with people, especially when you're in the initial stages of building your network. However, you might not always meet them in person; it could be through podcasts or people reaching out to you. With the current state of the economy, there's more emphasis on one-on-one conversations, as investors are a bit hesitant, requiring more support and guidance than before.
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Navigating community property laws can be a maze, especially when planning asset succession. In our latest episode of The Truth About Wealth, we share a compelling case where we unraveled a complex situation involving IRAs and second marriages. This is why keeping close contact with your advisors is non-negotiable. Gain tips on how to manage such complexities efficiently by downloading this episode wherever you listen to podcasts: https://bit.ly/4d2Il3j 🎧 #TheTruthAboutWealth #EstatePlanning #WealthManagement #CommunityProperty #AssetProtection
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This week on Ready, Set, Grow: Election Season Survival Guide for Financial Advisors! In this NEW episode, we dive into why financial advisors need to stay adaptable, especially with election season around the corner. We talk about how proactive marketing and clear communication can help you stand out and keep your clients engaged. We’ll also break down why thought leadership is crucial for building trust in today’s fast-changing market. Listen now wherever you get your podcasts and click here to watch on our YouTube channel 👉 https://lnkd.in/ee5uXtfQ #financialadvisormarketing #financialadvisortips #financialadvisors #insurancemarketingagency #youtube
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If you’re tired of reaching out to podcasts with minimal results, you might be missing a crucial part of your guesting strategy. Many business owners think they just need more shows to pitch. But here’s the truth: it’s about finding shows where your ideal clients already listen. It’s about being targeted, not just visible. Start by researching your listener's listening habits and look for shows that align with your niche and audience interests. From there, focus on building a relationship with hosts—be memorable, not just another pitch. It’s not about being everywhere. It’s about being where it counts. Ready to shift your strategy and get on shows that move the needle?
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Posting isn’t enough anymore. The real magic happens when you start real conversations, build trust, and share value. It’s about connecting with people, not just sharing content. Live shows and podcasts are a great way to do this. They let you share stories, highlight your guests, and create real relationships. Want to see how this can work for you? Let’s chat. #RealConnections #BuildTrust #StartConversations
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Of course there are financial benefits to start an "owned platform" like newsletter, communities and podcast. But more than that, it strengthens you from a branding perspective. The moment you own your audience, you're announcing to the world: "I am not a commodity anymore". Even if I keep aside numbers, economics and business, start your newsletter to permanent-alize your position in the creator economy.
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In the world of podcasts and online content, it's easy to generalize concepts. However, the best work for clients, value delivery, and opportunity discovery comes from customizing these ideas to suit individual situations, strengths, and clients. Commitment to continuous improvement is key. Tune into the full episode for to hear the conversation on taking general ideas to the next level. https://lnkd.in/gV_52RTA #beproactive #taxplanningservices #taxplanningandinvestment #taxstrategiesforbusiness #taxstrategist #keepyourmoney #taxhacks
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A brand isn’t just about products or services. It’s about how you make people feel. Creative videos, thoughtful podcasts, and striking visuals— they’re all tools to tell a story. A story that connects. A story that resonates. A story that builds trust. When your audience feels seen, they don’t just follow your brand— they believe in it.
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