Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you're really listening and paying attention to them....

Are you thinking about starting a podcast?  - Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!  - Today,

In order for financial advisors to accept change, they have to be aware that change is needed.  - Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovat...

Pretending to like golf won’t get you clients. - The best way to grow your business is by being authentic and doing things you love with people who love the same things as you! - Today, Matt is joined by Matthew Jarvis,

“I would like to do this but…”  - There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward. - Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses...

Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience.  - Jeff Woodhouse,

Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.   - Today, Matt is joined by Patrick Brewer,

There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.  - Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by...

Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche!  - In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub.

Women have very different retirements than men, starting with how they plan for it. - Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for W...