Explore every episode of the podcast Ops & Impact

This week's episode is a pep talk to encourage you to break the habit of overthinking and build the habit of making decisions quickly.

Sponsored by CalibrateIQ.

I stumbled across a brilliant tip for enhancing and optimizing how your website gets found by AI tools. It's pretty quick to implement, and most financial advisors probably aren't doing this.

Sponsored by CalibrateIQ.

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.

We all know your website is the public face of your financial advisory firm. But there are a few elements that are consistently missing from many advisor websites. We'll talk about the top five (plus a bonus).

Sponsored by: Savology.

Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important?

Sponsored by: Savology.

Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done.

Sponsored by: Savology.

A lot of financial advisors are doing really cool things with AI and building some interesting apps. I'm doing some of this as well and I'm sharing my experience.

Sponsored by: Savology.

A lot of financial advisors struggle with their sales process. I'm going to explain why I keep mine super simple and don't do any work until the agreement.

Sponsored by: Savology.

There's a trick I've been using to make financial plan presentation meetings much more effective and client friendly. and it works for other types of communication as well. Video walk-throughs!

Sponsored by: Savology.

A lot of financial advisors get stuck on building workflows. It's sometimes overwhelming to try to figure out where to start and how to create a workflow that is useful. In this episode, we will walk through exactly how to build a great workflow that frees up your mind to focus on what's important: your clients.

Sponsored by: Savology.

The most obvious yet most underutilized tool for financial advisor marketing: directories.

Sponsored by: Savology.

Blogging has been a core component of content marketing for decades. But is it still relevant?

Sponsored by: Savology.

It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?

Sponsored by: Savology.

Today we will talk about how to approach online marketing if you fall into "bucket 3" – nationally focused was no strong niche.

Sponsored by: Savology.

SEO and marketing works differently if you are nationally focused with a strong niche.

Today we will discuss what to do if you're in "bucket 2"  and how to use SEO (including when not to use it).

Sponsored by: Savology.

In a previous episode, we talked about the importance of defining which "bucket" your RIA falls into for SEO and marketing.

Today we will discuss specific strategies for SEO if you focus in your local market (bucket 1).

Sponsored by: Savology.

So many financial advisors are concerned about their SEO and they often jump straight to questions like "how do I increase my SEO?" without first defining their marketing focus.

We'll talk about how choosing the right "bucket" for your RIA is an important first step before executing any SEO or marketing tactics.

Sponsored by: Savology.

Over and over, marketing experts tell financial advisors to create more content in order to market their firms. But advisors struggle to make time for it and often don't have the expertise to create unique high quality content such as articles and blog posts.

We will talk through how I use AI to create unique, high quality blog content (that actually sounds good!) in very little time.

Sponsored by: Savology.

A preview episode with a little background information before the podcast officially launches.