Ops & Impact

Are You Feeling Stuck in Your RIA? Take Some Action!

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.

How to Strengthen and Optimize Your FAQ & Services Page for AI

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 probab

The Highest Impact Marketing Tasks I Would Implement in the First 30 Days After Starting an RIA

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 pa

How Do I Know If My Marketing is Working?

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?

My 3 "Must Haves" for Getting the Most Out of Financial Advisor Conferences

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

Scale Your Financial Advisory Firm With "Relentless Simplicity"

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 some

My Low-Tech Secret to Deciding What to Do When I Feel Overwhelmed

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

5 Simple Ways AI Can Help You Save Time & Money as a Financial Advisor

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 yo

How to Start a Podcast as a Financial Advisor

  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

How to Build a New Website for Your RIA in 15 Minutes With AI

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.

How to Use Google Search Console to Track Your RIA's Marketing Metrics

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 Consol

How AI Dictation Levels Up My Productivity as a Financial Advisor

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

The AI-Is-Killing-Search Myth (And What Financial Advisors Should Actually Do)

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 m

Insights From a Live SEO Audit of Financial Advisor Websites

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

How to Serve Clients Who Don't Have a Lot of Money

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 clie

How Financial Advisors Can Win the AI Search Era

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 b

(Potentially) Enhancing Your AI Visibility With the LLMS.txt File

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 Cal

I Would Love Your Feedback

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 🙏🏻

Are You Overthinking Your Pricing Model?

Spoiler alert: I think your pricing model is too complicated. Well, maybe... Sponsored by CalibrateIQ.

Should I Give Up on My RIA?

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 Calibrate