Good Till Canceled

Business EN ↓ 58 episodes

A podcast for Financial Advisors, Asset Managers, and those interested in a behind-the-scenes look at the industry. Nic Nielsen's a financial advisor, Corey Keating provides marketing for financial advisors. They’re both fired up about the current opportunities in the industry, growing their businesses, attracting more clients, creating better marketing programs on top of their shared desire to talk basketball, sports cards, fitness, family, and bunch of other random topics. **Ideal for those looking to grow**

Author

Good Till Canceled

Episodes

Speak to Your Niche, Structuring an Email Newsletter, and Diversifying Your Content -- 007 22.11.2022 1:05:01

Good Til Cancelled is back! Episode 07 is from Spring 2022, but full of actionable / great content, including: Creating consumable content that you’d want to consume yourself Speaking to your avatar/niche Diversifying our reach via multiple platforms YouTube Should FAs explore paid ads (BONUS) Corey talks how to, frequency of the ideal FA newsletter Thank you for listening! --- Engage with Nic: h...

The Most Ignored Demo in Finance and How Would You Build if You Started Over -- 006 21.03.2022 1:10:23

(The episode begins at 4:10, while the business conversation begins at 17:40). This episode talks about the most ignored demographic in finance, how Nic would rebuild if he started over (26:50), the paid-ad opportunity on Facebook & Instagram (32:00), kids and money lessons (39:00). Thank you for listening! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https:/...

Appropriate Content Production, How to Lose Clients Gracefully, Advisor Decisiveness, and Over-Parenting -- 005 09.03.2022 58:42

On this episode Corey & Nic dive into the proper level of creativity and production needed for quality content. How advisors should handle losing clients with grace. Why many advisors may regret not moving faster and more decisively within their business. And the classic dilemma of being a parent, how much is too much, not enough, and how do we know if we're doing a good job? Thank you fo...

Hollywood Creates Distrust? Financial Specialization Creates Confusion? Common Pitfalls. NBA and Sports Cards. -- 004 01.03.2022 1:06:48

On episode 04 we start with the NBA excitement, sports cards, fixing the dunk contest, and shows. Does Hollywood (shows and movies) make finance less trustworthy? (20:15). Advice from the neighbor. Financial specialization has made it difficult for consumers to consume (36:30). How advisors become advisors? (41:35). Common pitfalls when getting into the advisor industry (46:40). Thank you for lis...

Wish You'd Done Sooner as an FA? LinkedIn's Decline, YouTube is Untapped, 76ers - Nets Trade -- 003 18.02.2022 50:00

In this episode we discuss the changes happening in realtime on LinkedIn and the overall decline of the feed. How and why content remains stronger than DMs. What Nic Nielsen wishes he'd done sooner as a FA (13:30). How underutilized YouTube is by the entire industry (22:30). A young financial advisors process and why you need to focus on what you like and are good at, don't get spread to...

Nothing is Bigger Than the Little Things; Buying Leads, the Diderot Effect, Best Buy's viability, Swearing, and Best TV Shows -- 002 11.02.2022 57:49

On episode 02 we go over a handful of random topics, including some dialogue about the NBA's list of all-time top 75 players, the Diderot Effect and how it impacts our behavior and budget, computer malfunctions, what makes Best Buy a viable box-store going forward, the lure and temptation of buying leads, along with our favorite TV shows of all-time. Thank you for listening! --- Engage with...

Positive Entourage, the FA Plateau, Improving Baseball, What's Ben Simmons Doing, and an Actionable Tip for Advisors -- 001 03.02.2022 1:01:00

On our first episode we discuss surrounding yourself with a positive entourage that can help you focus on your strengths (4:00), the career plateau for many advisors (21:00), how to revive and make MLB more appealing (28:00), what is Ben Simmons and the 76ers doing (42:00), and finally we close with an actionable tip for financial planners "be prepared" (54:00). Thank you for listening!...

Welcome to Good Til Cancelled - 00 (Intro) 02.02.2022 1:43

Welcome to Good Til Cancelled! This a brief intro episode that outlines what this show will be all about. Make sure to subscribe and rate the show, thank you! --- Engage with Nic: https://www.linkedin.com/in/knowmyplan Engage with Corey: https://www.linkedin.com/in/coreykeating Watch the show: https://www.youtube.com/channel/UC-VTywtxLXXPfgIQO2koWJw We hope you enjoy! Thanks for listening! --- ⁠⁠...