About Stephanie Sammons

Stephanie Sammons is the founder and CEO of Wired Advisor™. She's been named one of the Top 25 Social Media Experts You Need to Know by LinkedIn and a Top Financial Industry Blogger by RIABiz. As a CFP® and former 15-year financial advisor, Stephanie combines her "in the trenches" industry knowledge with her extensive digital marketing experience to teach financial advisors how to win and keep clients in a wired world. Follow Stephanie on Twitter and Google+.
Author Archive | Stephanie Sammons
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!

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Grant Easterbrook on Robo-Advisors

WA14: Online Financial Advisors and the Future of Financial Advice With Grant Easterbrook

In this episode of the Wired Advisor Podcast, I interview Grant Easterbrook, a research analyst with Corporate Insight who studies over 200 online financial services start-ups. Have you heard of firms like Betterment and Wealthfront? We talk about how online financial advisors are bringing more transparency, simplicity, and lower fees to investors. How will this […]

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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.

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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 […]

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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.

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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.

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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.

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WA10: Sophia Bera is Not Your Father’s Financial Planner

Sophia Bera is a Fee-Only CFP® and the founder of Gen Y Planning. She provides comprehensive financial planning to Millennials. In her words, she is “not your father’s financial planner”.

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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 FinancialMentor.com.

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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 […]

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