You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume.  - Today, Matt speaks with Malcolm Ethridge,

How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors?  - Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how sh...

If you get super specific with your Facebook Ad targeting, will enough people see your ads? - Will you be competing for visibility with Facebook Ads from large financial companies? - Today, Matt speaks with Kelley Doutre,

Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage.  - In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage.

The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+  clients’ unique planning needs and how to create a safe environment for different identities? - Today, Matt speaks with Michelle Waymire of Young & Scrap...

Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors.  - Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity.

Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money. - In this episode, Matt speaks with Jannese Torres-Rodriguez, host of the Yo Quiero Dinero podcast about her podcast aimed towards L...

It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities.  - Today, Matt talks to Will Bressman,

Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility.  - Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column,

Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.  - Truelytics is the first end-to-end data-driven platform that ...