Ops & Impact

Starting an RIA is overwhelming enough without worrying about how you're going to get clients. It's easy to get lost in all of the options and possibilities and end up paralyzed and doing nothing. I'm going to lay out a simple plan with 5 specific marketing tasks to implement in the first 30 days of launching a firm that will give you a lot of bang for your buck.  Sponsored by  CalibrateIQ .

It's the age-old question: "How do I know if my marketing is working?" As financial advisors, we are wired to want to measure everything. But does this always make sense? Sponsored by  CalibrateIQ .

It's conference season and I'm looking forward to seeing many of you at some events this year! Here are 3 things I generally want to make sure I do at every conference to get the most value.  Sponsored by  CalibrateIQ .

As financial advisors, we love to complicate things. We are analytical deep thinkers, and it can cause us to add complexity to our businesses. But I like to practice something I call "relentless simplicity." It helps me scale, stay efficient, and serve clients better. Sponsored by  CalibrateIQ .

I don't know about you, but sometimes I get overwhelmed when I look at all the tasks I have to do in a day. There's a super simple, low-tech secret that I use that helps me get started.  Sponsored by  CalibrateIQ .

It's easy to feel overwhelmed by AI. After all, it's everywhere and layered onto just about everything now. In this episode, we will cover five simple ways AI can give you some tangible benefits and quick wins to save you time and money as a financial advisor.  Sponsored by  CalibrateIQ .

  Podcasting can be a great way to build your brand and audience as a financial advisor, but a lot of advisors have trouble getting started. Let's get over some of the hurdles so you can launch your podcast.  Sponsored by  CalibrateIQ .

There are a lot of ways to build a website as a financial advisor, and there's no one-size-fits-all, but many advisors are having great luck using AI to build a website. Let's walk through conceptually how it works and how you can build a high-quality website for your financial advisory firm in about 15 minutes.  Sponsored by  CalibrateIQ .

Google Search Console has been around for a while, but many financial advisors aren't using it to its full potential. We will talk through how to use Google Search Console to get some basic important metrics about how your site is performing from an SEO standpoint.  Sponsored by  CalibrateIQ .

I've been using AI voice dictation for a while now, and it has dramatically improved my productivity as a financial advisor. If you're not using it, here's a walkthrough of how I use it every single day in my RIA.  Sponsored by  CalibrateIQ .

If you listen to the hype, it may seem like AI is taking over everything, but is that really true? Spoiler alert: it's not. How should we as financial advisors approach marketing with this in mind? Sponsored by  CalibrateIQ .

We recently did some SEO audits for a handful of financial advisor websites in my private community. In this episode, I share some of the key insights that came up during the audits.  Sponsored by  CalibrateIQ .

It's pretty common for financial advisors to only want to serve clients with a lot of money, but what if it didn't have to be that way? If you have a desire to serve clients who are earlier in their financial journey, there is a way.  Sponsored by  CalibrateIQ .

It's no secret that consumers are using AI tools to search for financial advisors and answers to financial questions. So how do you get your website and brand set up to be optimized for consumers using tools like ChatGPT and Perplexity? Sponsored by  CalibrateIQ .

More prospects are turning to ChatGPT and Perplexity, asking things like "find me a fee-only advisor near me." Can an LLMS.txt file help you get found? Sponsored by  CalibrateIQ .

My voice is shot this week, so I'm taking a little bit of a break. This is a super short episode asking you for some help with something 🙏🏻

Spoiler alert: I think your pricing model is too complicated. Well, maybe... Sponsored by  CalibrateIQ .

I know some advisors struggle with the first year or two after launching an RIA. It can be discouraging. This is my pep talk to push through it.  Sponsored by  CalibrateIQ .

Are you struggling with your sales process in your financial advisory firm? Maybe it's time to let go and have no sales process.  Sponsored by CalibrateIQ .

Financial advisors sometimes look for "custom" website design to make sure they get something unique and specific to their firm, but there are some misconceptions around what that means. Sponsored by CalibrateIQ .

So many influencers and sources out there tell us we're supposed to niche. And it's true, there are many benefits to specializing. But what if you just don't want to and you struggle with this? I'm here to give you permission to NOT niche.  Sponsored by CalibrateIQ .

Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM?  Sponsored by CalibrateIQ .

Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process. Sponsored by: Savology .

This is a Tool Tip episode where I share my love for SaneBox. I've used this tool forever, and it makes a massive difference in how I manage my email. I think it might help you too. 

As a financial advisor, you probably have all sorts of admin tasks that you would rather not do. How do you know if it's time to hire a virtual assistant? And how do you actually get yourself to delegate?  Sponsored by: Savology .