Good Till Canceled

Nic and Corey jump into the nuances of financial advisory business models and the importance of finding an advisor you trust regardless of their fee structure.  • Their take on automation and TDFs • AUM vs flat fee models both have merits • Relationships sometimes run their course • Can anyone be truly objective about their own money? • Alternative investments? • Success and urgency — related? • S...

Financial advisors who consistently create authentic content can transform their client acquisition process,  prospects arriving pre-sold on their expertise and ready to do business immediately. Successful content marketing operates like compound interest: Consistent investment over time creates a self-sustaining flywheel that continues to attract ideal clients. • Competition's not an excuse...

Financial planning gets serious for most people at age 50, with data showing a significant jump from 33% of people in their 40s having a financial advisor to 50% of people in their 50s. The ten-year window between 40 and 50 represents a giant opportunity that could save 100s of thousands of dollars in the long run. • First-gen wealth builders face unique challenges  • Difference between ETFs and m...

The most successful FAs are maintaining consistent communication with their clients while building content systems that showcase their unique value and expertise. Lazy marketing is killing advisory practices. • Financial practices that stop communicating with clients are "already dead"  • Preventing attrition and retaining the next gen • Advisors should create marketing they're genu...

What truly works in FA marketing and the harsh realities of building a successful practice beyond vanity metrics. • Short 45-60 second video clips • Weekly short emails (250-500 words) • The fixation on subscriber counts and view metrics • Most financial planning firms lack the infrastructure • Solo advisors often hit a growth ceiling • By mid-40s, successful couples should have money in all three...

Marketing Strategy Content Creation Insight Client Acquisition  Personal Growth Motivational Themes We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Marketing that moves people FAs can do a better job evolving their message Quality isn't scalable Mind your reputation SEO, still? When and why solo's so difficult We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kno...

Marketing content, financial planning, career challenges, and personal life Real wealth, financial independence, and the communicating of financial advice Challenges faced by professionals, job burnout, college expenses, and DIY investing How to create engaging social media content and the importance of authenticity over perfect production We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

This is modern marketing Is it the reminder content that really drives activity? Once again, story telling Business growth metrics We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Prioritizing empathy over charts during market stress Real-life investing routines that resonate with clients How the wealthy do it: Brokerage accounts & borrowing Planning advice for 40-somethings Corporate bonus season investing behaviors Apple TV & Minecraft We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 ...

Have you ever come across FAs that are consistently growing without a marketing program? Why do FAs suggest ROTH accounts for high-earners? Should FA marketing activity vary based on AUM? These are the two AUM levels that almost always lead to a plateau Once you're authentically you, it will work We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Can individuals "save" their way to wealth? Why do people "ghost" and what does it say? "If I told FAs how good it was going, they wouldn't believe me" Where I'd mimic my own success—it works Everyone needs to fall in love with consistent simplicity If you had to rebuilt it from scratch, would you have the same success? We hope you enjoy! Thanks for listenin...

Nic's weekly newsletter and how it's generating new conversations Strategies for creating consistent newsletter content, even for those who feel they lack enough material Building your reputation and brand presence Nic's approach of working up the family tree to engage with clients and their family members Discussions around health, fitness, and breaking through plateaus Recent NBA...

• Trend of FAs turning to AI on their social • Gated content • Building your business on a solid foundation and preparing clients for the inevitable VOL • January takeaways • What to watch We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠...

The importance of social media comments for financial advisors, and how comments can harm their professional reputation. We highlight the need for advisors to maintain a professional online presence, starting with a well-maintained LinkedIn profile and a clear, informative website. We also discuss the pitfalls of white-label marketing services, which often fail to deliver results. Additionally, we...

A special episode of GTC: Corey interviews Nic and asks him about his challenges as a financial planner, the most common situations and how he and his team at Know My Plan are helping their most concentrated demographic, and the "magic wand" moment that he wishes he could apply to all. For Advisors: This is Nic's framework and how he's guiding families. For Clients: This is how...

(Business conversation begins at 9:30) Corey and Nic dive into the strategies and mindset required for financial advisors to build a successful and sustainable business. The importance of financial advisors focusing on content that attracts their ideal clients rather than chasing social media fame & metrics. Recognizing the potential negatives a social media account could have on the business?...

“I have a nice business, great clients, but no growth” Six things FAs should have in place if they want to achieve growth “You don’t need more time; you need less distractions” This is how you know funnels, sequences, lead nurturing, and gates don’t work The social interest graph: Why and how it will take over Most common client conversation at the moment Moving with intention “What differentiates...

(Business dialogue begins at 15:00) What do you do when it's not working? Claiming a niche; right or wrong? If FAs want to grow, how important is their firm affiliation? $50 AUM: "How do I achieve growth?" "Everyone can grow if they're willing to do the work." I hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars &a...

The rise of white label content Overcoming growth challenges Understanding day-to-day operations, staffing and infrastructure Significance of branding; the impact of consistency I hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠...

Business conversation begins at (6:25) "If you're a financial advisor that's out there listening to this, and you're trying to figure out where to start, how to grow, I literally would start with good till canceled episodes." (Nic) Nic's approach to using negative feedback and doubters as motivation. The importance of consistency and patience in building a successful...

Market trends Preparing for growth in a bear market Consistency & Distribution How much did the Covid era propel you? Please get more authentic The advisor barbell Fitness supplements Sports and player development I hope this helps. Enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Financial planning and growing the business during summer months Growth strategies, including mergers and acquisitions, buying leads, and social media marketing Overcome plateaus through time management and client acquisition strategies Setting realistic goals and providing personalized service to clients Social media criticism and how it affects business success The importance of storytelling in...

• Financial planning is intuitive, marketing is not; How to do both• How content saves us times and results in productive conversations• Are you actually willing to put in the work?• In an industry that's already distrusted, how you show up matters• Be mindful of the reputation and impression you're showing off to the worldBusiness dialogue begins at 6:22 I hope this helps. Enjoy! Thanks...

On this episode: Targeting the Right Audience Importance of Consistency Measuring Marketing Success The Right Balance Between Business Growth and Personal Happiness Emotional Support LinkedIn Influencers? Childhood Memories and Pop Culture References The HBO Series "Silicon Valley" Hope you had fun, and maybe learned something. Thanks for listening! --- ⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠...