Perfecting the Discovery Meeting Process with Bill Keen and Matt Wilson
The discovery meeting process starts well before your first meeting with a prospective client.
How to Start a Financial Advisor Podcast
Three seasoned podcasters join Steve for a roundtable on starting a financial advisor podcast and improving your marketing.
A 5-Step Process to Improve Your Digital Marketing
The most successful firms have jumped on the virtual marketing trend and are crushing those firms who haven't. This virtual panel will help you keep pace.
7 Keys to Delivering a Great Client or Prospecting Event
7 Keys to Delivering a Great Client or Prospecting Event [...]
5 Steps to Raising $90 Million in New AUM a Year Through Seminars
Bill Keen details the 5-step process he used to perfect his seminars. Yes, there’s more to it than just slapping together a good PowerPoint
Key Insights From the 2018 Barron’s Top Independent Advisors Summit
Key takeaways from the 2018 Barron's Top Independent Advisors Summit and how forward-thinking advisors can put these insights into action right now to transform and grow their businesses