You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships. 

Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)

Start-and-stop is no way to accomplish anything.
It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created.
So why would anyone do that with their marketing? 

How To Break Free From the Start-and-Stop Marketing Cycle With Kirk Lowe (Ep. 443)

It’s lonely at the top. But it doesn’t have to be. 
If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization. 

How To Think Like a Fish & Other Musings for Business Leaders With Jim Cascino (Ep. 442)

ProudMouth’s PodRocket Influence Academy is a phenomenal resource.
It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world. 

How Andrew Hatherley Leveraged the PodRocket Influence Academy to Build COI Relationships (Ep. 441)

What’s your strong suit? 
As a financial advisor, you're juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here's the catch: if you're trying to handle branding all by yourself, you might be missing out on a difference-maker. 
Why blend in when you could stand out? 

Appreciating the Art of Advisor Branding To Stand Out With Kelly Waltrich (Ep. 440)

You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems.

But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much content from both a compliance and time management standpoint. 
So, we went looking for someone that has it all figured it out. And we found him! 

An Advisor’s Blueprint for Overcoming Content Creation Challenges With Stoy Hall (Ep. 439)

If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues. 
But here’s the thing: not only is it entirely possible to remain fully compliant, but it's also relatively easy to establish a stronger rapport with your compliance department. Move them from foe to friend!

How to Conquer the Compliance Beast With Matt Halloran (Ep. 438)

The only constant is change. 
And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning. 

Progressing from Financial to Life Planning with Lindsay Troxell (Ep. 437)

An advisor's first task is to listen and communicate effectively. But do you really know how to do that?
You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.

Elevating Your Conversational Game to Build True Partnerships With Mary Schmid (Ep. 436)

More time for doing what you do best. How’s that sound? Pretty darn good. 
But how do you do it, and what do you need to make it happen? 

The Growth-Minded Advisor’s Path To Influence With Kirk Lowe (Ep. 435)

Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?  

Artificial Intelligence With Soul With Angel Gonzalez (Ep. 434)

So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). 
Done and done, right? Not so fast. Your brand can and should be so much more than that.  

So, What’s Your Brand Personality? With Lauren Hong (Ep. 433)

File it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory. 

Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is no quick fix.

Death by Referrals With Kirk Lowe, Part 2 (Ep. 432)

Referrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely. 

In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your business. Too many people are unaware of that disconnect. It’s truly quality over quantity. 

Death by Referrals With Kirk Lowe, Part 1 (Ep. 431)

Are you asking for feedback from your clients? Probably. But are you asking for input? 
One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you. 

Beyond a Good Experience: Using Feedback and Input for Deeper Engagement With Julie Littlechild (Ep. 430)

Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn?
That’s not a coincidence. 

A Wake-Up Call for Advisors in a Post-Pandemic, Bear Market World With Sean Brown (Ep. 429)

Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer? 
Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own. 

Buyer Beware: 3 Ways Lead-Gen Companies Are Falling Short, and What To Do Instead With Kirk Lowe (Ep. 428)

Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.

Playing Therapist? Why Referring out Strengthens Client Relationships With Ashley Quamme (Ep. 427)

Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.” 
How do you push past perfectionism and publish anyway?

Start Creating Content, Even if You’re a Perfectionist With Adam Cox (Ep. 426)

Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks!
Instead, focus on becoming more influential.

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