Corey Keating – Unfiltered

In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry. Nic's business and the type of clients Know My Plan serves What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan...

In this clip I'm consulting with a financial advisor about how to create a social media presence that works, and how to rebuild one that's broken. How can you quantify it? What metrics will be most meaningful? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage...

A clip from a recent client consultation meeting: "What should my message be to attract more clients?" -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠ ! Cheers, Corey

It was barely an idea in 2021 and today they've got employees, an office and a kitchen. How they built it Challenges What's next -- Grove Cookie Company:  Grayson Hogard, The Cookie Guy, Co-Founder ⁠⁠LinkedIn⁠⁠ Grove Cookie Company -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@market...

I recently joined the Firm Transitions podcast with Corey Walen to discuss financial advisor marketing: If you’re not talking about your business for yourself, who is? What are the most successful FA’s doing? How much business do you lose in the due diligence process? I  don’t know what kind of content to create? -- Corey's details:  Corey Walen, Managing Partner, Bridgemark Strategies ⁠Linked...

Authenticity, overcoming self-doubt, building as an entrepreneur, staying in safety. An inspiring and motivating conversation with Henna Pryor, 2x TEDx Speaker, Author, Executive Coach, and Workplace Performance Expert.   -- Learn more about Henna Pryor ( LinkedIn / Instagram ) and the Pryority Group by visiting:  http://pryoritygroup.com/ --   Thank you for listening! Please rate the show, share...

Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing: How do you define your wins I'm always careful saying you "have to" Handling "competition" The upcoming transfer of generational assets -- Jackie's details:  Jackie Wilke, VP, Advisor Consultant, First Trust, LinkedIn -- Thank you for listen...

How financial advisors and the financial industry as a whole can change the trajectory of their business through content marketing. A clip from the Get Advisor Fit podcast with Olivia Luper. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠⁠LinkedIn⁠⁠ and...

Capturing content when delivering your authentic response will always be your best commercial. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠ ! Cheers, Corey

Natalie Windle Fell, Writer & Author joins me to talk about leaving a secure corporate position to chase her authentic self and dreams.  Corporate departure and the REAL challenges (personal loan!) Honest conversation about finding your authentic self, self development  If you can no longer ignore that voice, know that you CAN take the leap -- Nat's details:  https://nataliewind...

Throwback excerpt from the Advisor to Advisor show with Ryan Stark.  How do you "convert" the attention your getting on social into clients? Value, value, value... Can I do anything for you? Earn your way to clients by being a part of "their" community -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an e...

A clip from a marketing consultation meeting with a financial advisor.  -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube ! Cheers, Corey

The Future of Advice, featuring Director of Applied Insights, John Diehl, CFP®, Hartford Funds. Do you have your audiences attention? Education and longevity are raising the expectations for advice In this meeting, John discusses the evolving context an authentic client-focused framework and how to maintain it -- Thank you for listening! Please rate the show, share your thoughts, and if you have a...

This is a full interview along with Q&A I did with John Stadtmueller and the Good Advisors Finish First community.  It's probably the #1 thing holding the entire industry back Glaring marketing opportunities in financial services Authenticity, vulnerability, focus Top 3 things FAs are missing Corporate perception -- Thank you for listening! Please rate the show, share your thoughts, and i...

An interview with Chris Homa, from Red Rock Strategic Partners. He and I sat down and he proposed five questions relating to current opportunities in retail wealth management.  -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure yo...

This episode is about creating, distributing, and sharing with intention. Is your ideal client, your avatar on top of mind when creating content that you hope leads to business? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re...

Full episode from my conversation with Olivia Luper: The State of Financial Marketing. What to grow your business? What I wish I could solve? Where to start? Where to stay focused? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you...

Enjoy this clip where I'm asked: "What I wish I could solve in FA marketing?" -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube ! Cheers, Corey

I'm back!  Fix Your Message & Grow Your Business, featuring TEDx and Global Keynote Speaker, Henna Pryor, MSA, PCC A single email and DM has the power to attract a new prospect and increase your visibility A poor message destroys your opportunity, whereas a good message gives you a REAL chance This meeting is PURE value-add -- Thank you for listening! Please rate the show, share your thou...

This is a GREAT episode. I promise you'll get some alpha out of this.  As an advisor or boutique investment manager: You need to build a business that people WANT to work with. You can't control the behind-the-scenes due diligence that people are doing and you have no idea when or why you're not capturing more business.  -- Thank you for listening! Please rate the show, share your though...

💙💛 Ukraine.  It might not be "marketing as usual" right now, but there's still a lot you can do. In this episode I share some things to think about as we navigate the current global climate and how you can continue to promote, grow, and market your business while remaining sensitive to the situation in Ukraine.  -- Thank you for listening! Please rate the show, share your thoughts, and...

Enjoy this FULL interview from the Desk Side Chat series with John Stadmueller of Good Advisors Finish First.  How to I begin to increase my attention to bring in new business? For an advisor who's hungry to create content, how would you coach them to get started? Why do firms create and spend so much on creating this content/marketing? How are they not figuring it out? Would you consume it?...

Did the back-office create the social media team and develop content to help financial advisors, or do they create it to tell financial advisors they "have it" and "do it?" An excerpt from the Good Advisors Finish First open table discussion with John Stadmueller.  -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please...

We are living through a moment in time and I implore you to PLEASE start taking advantage of it. Many of you will recap the year with one of two statements in December:  I wish I had, or Because I tried... I really hope that this inspires you to revisit your marketing plans.  -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compell...

This is Part 1 of Ask Me Anything. First of all, thank you for your questions, I hope I did a good job addressing and answering them. In this episode:  We have a marketing team but our content feels cookie cutter. How do we get past that? Marketings not my thing but I know it's important toward taking my business to the next level. What should I do? I get great engagement on LinkedIn but if I...