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February 7, 2023

[iframe style="border:none" src="//html5-player.libsyn.com/embed/episode/id/25856940/height/100/width//thumbnail/no/playlist-height/200/theme/custom/tdest_id/3470330/custom-color/87A93A" height="100" width="100%" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen] Financial Advisor Marketing Podcast with hosts Stephen Oliver and Read more...

June 16, 2022

Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration Read more...

June 16, 2022

The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only Read more...

May 13, 2022

Becoming self-employed is the dream of a lot of people and a fantasy to even more. Dozens of these dreamers Read more...

May 13, 2022

Is Your Biggest Challenge Your Attitude and Energy? As I've reiterated before in my book "Mile High Maverick" (you can Read more...

April 22, 2022

  I've discussed the WSJ article about Merrill's new training program and their move away from "cold calling." It's interesting. Read more...

April 22, 2022

  With all the technology options, will my practice still need staff? How do we balance people and technology? I Read more...

April 22, 2022

We just returned from an academy event in beautiful San Antonio, Texas. Currently I’m prepping for a long weekend of Read more...

April 22, 2022

  Get Off Your Ass! In a special report, I outlined the 10 Things You Must Do To Thrive this Read more...

March 3, 2022

Another big problem I’ve seen financial advisors make relates to employing staff members. I’ve been banging this drum for as Read more...

October 4, 2021

If your business growth has plateaued, you may be wondering what you’re doing wrong. You may think that it's because Read more...

March 12, 2021

Money makes the world go-'round, but it also causes big problems. To be more clear, money itself doesn't cause problems. Read more...

March 2, 2021

Are you worried about client retention? If so, I’ll give you an easy and short answer. Do you want to Read more...

February 27, 2021

Over 90% of clients think that companies could "do better" when it comes to the onboarding process. This stat from Read more...

January 7, 2021

Understanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every Read more...