Build a Smarter LinkedIn Network

5 Steps to a Smarter LinkedIn Network

How much value do you place on your current LinkedIn network? Do you work on improving and growing your LinkedIn network strategically? The value of your LinkedIn network will directly correlate with the quality and relevance of your connections! Read more…

Read full story Comments { 3 }
Jay Palter

WA 21: A Conversation with Jay Palter on All Things Digital Marketing (for Professionals)

In episode 21 of the Wired Advisor Podcast, I have a conversation with Jay Palter. Jay is a social business consultant to professionals. Listen in to our candid and open conversation as we talk about all things digital marketing, including personal branding, content marketing, and social media for professionals!

Read full story Comments { 0 }
Carl Richards Behavior Gap

WA19: A Conversation With Carl Richards, Founder of Behavior Gap

In this episode of the Wired Advisor Podcast, I chat with Carl Richards, founder of Behavior Gap. He’s been called the “anti-Cramer” and “wicked with a sharpie”. Perhaps you’ve seen one of his signature sketches floating around online? Carl is known for his brilliantly simple, yet masterful sketches depicting the human behaviors that derail us […]

Read full story Comments { 0 }
Caleb Wojcuk

WA 18: DIY Video Tips and Tools With Caleb Wojcik

Are you interested in learning more about how to create your own videos? Does it seem overwhelming or intimidating to produce self-made videos? Well, that’s what I thought until I had the chance to visit with Caleb Wojcik, founder of the DIY Video Guy, in this episode of the Wired Advisor Podcast. Caleb’s work is all about helping […]

Read full story Comments { 0 }
Mike Alfred BrightScope

WA 17: BrightScope is Bringing Greater Transparency to Investors

In this episode of the Wired Advisor Podcast, I interview Mike Alfred – CEO of BrightScope. BrightScope is on a mission to bring greater financial advisor transparency to investors. In fact, they’ve compiled the largest online publicly available database of Financial Advisors, and this is likely just the beginning.

Read full story Comments { 0 }
7 Tips for Powering Up Your LinkedIn Profile

WA 16: 7 Tips to Power Up Your LinkedIn Profile for Influence

In this episode of the Wired Advisor Podcast, I share 7 Tips to Power Up Your LinkedIn Profile for Greater Influence!

Read full story Comments { 1 }
Aaron Klein

WA 15: Talking Risk With Aaron Klein, CEO of Riskalyze

In this episode of the Wired Advisor Podcast, I interview Aaron Klein, CEO of Riskalyze. Riskalyze is a tool that completely changes the risk conversation between financial advisors and their clients. Listen to this episode to learn more about how Aaron Klein and his team are redefining risk!

Read full story Comments { 0 }
Philip Taylor, FinCon Founder

5 Key #FinCon Takeaways for Forward-Thinking Financial Advisors

The FinCon Conference hosted 600+ financial professionals who are masterful at creating new media to drive business success today. Forward-thinking financial advisors can learn a lot from this community, and we’ve captured our 5 takeaways in this post that can benefit your business now.

Read full story Comments { 0 }
Chris Ducker, Wired Advisor Podcast

WA 13: The FinCon Sessions – Chris Ducker and Creating Virtual Freedom

In this episode of the Wired Advisor Podcast, I interview Chris Ducker, the author of the Amazon Best Seller entitled “Virtual Freedom”, a guide for creating more time, more productivity, and more freedom in your business. Chris was a keynote speaker at the FinCon 2014 Conference. We were both speakers at the recent Agents of […]

Read full story Comments { 1 }
Jeff Goins

WA 12: The FinCon14 Sessions – A Conversation with Jeff Goins

In this episode, I chat with Jeff Goins, the opening keynote speaker at FinCon 2014. Jeff is a prolific writer, a published author, speaker, and podcaster.

Read full story Comments { 3 }
Derek Coburn

WA 11: Derek Coburn – A Financial Advisor Who Has Mastered the Art of Un-Networking

In this episode of the Wired Advisor Podcast, I interview Derek Coburn, a long-time financial advisor and the author of Networking is not Working! Derek really understands the financial advisory business. He’s taken the concept of networking to an entirely different level in order to differentiate himself.

Read full story Comments { 0 }
Finding the 80%

How to Find and Reach the 80% Clients to Grow Your Business in the Digital Age

This post is part 1 of a series where I’ll be covering the various high trust, high tech, and high touch strategies that can help you better scale client acquisition and retention in the digital age.

Read full story Comments { 2 }
todd tresidder

WA09: Todd Tresidder – Financial Coach and Founder of Financial Mentor

In this episode I interview financial coach Todd Tressider, financial coach and founder of

Read full story Comments { 0 }
Wired Advisor Podcast with Mike Stelzner

WA08: Mike Stelzner – Founder of Social Media Examiner

In this episode of the Wired Advisor Podcast, I interview Mike Stelzner. Michael is the founder of the hugely popular blog, Social Media Examiner and top ranking Social Media Marketing Podcast! When it comes to social media for marketers, Mike Stelzner is a leading authority. The Social Media Examiner blog is the definitive source for […]

Read full story Comments { 0 }

WA07: Philip Taylor – Financial Blogger and FinCon Founder

In this episode I chat with Philip Taylor. Better known as “PTMoney”, Philip is recognized in the world of personal finance as a top blogger and community builder. He’s also the founder of FinCon, a conference that brings together hundreds of financial professionals who want to get smarter about growing and monetizing their digital presence!

Read full story Comments { 2 }
The power of social media follow-up

How to Follow-up With Your Social Media Connections

A social media connection is not a relationship. It’s the first step to forming a relationship. Follow-up is critical for financial professionals to stay top-of-mind with prospects. Here’s how to follow-up strategically with social media connections.

Read full story Comments { 3 }
Morningstar Sessions with Cathy Curtis, Rick Ferri, Roger Wohlner, Michael Kitces, Pat Allen

Morningstar Sessions – Interviews from the 2014 Conference

New Wired Advisor Podcast Episodes; the Morningstar Sessions. I conducted 5 interviews with forward-thinking financial professional who are embracing the digital revolution at the 2014 Morningstar Investment Conference. Get the show notes and learn how to subscribe to future episodes of the Wired Advisor Podcast!

Read full story Comments { 0 }

A Simple 3 Part Framework for Developing a Modern Digital Presence

Creating a modern digital presence and building online influence to win clients is a process. It’s not something you have to tackle overnight but it is something to be working toward in your business. Your modern digital presence is going to define your reputation, help you achieve and maintain relevance, and help you to build […]

Read full story Comments { 1 }
Twitter for Financial Advisors

10 Costly Mistakes Advisors Make on Twitter

Perhaps you have set up a profile on Twitter and you are fairly active on this social network, but you mostly have tried to learn the ropes publicly. There are common mistakes that newer Twitter users make that can impede success in building a following and driving traffic to your website.

Read full story Comments { 3 }