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
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 { 0 }
GenYPlanning.com

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”.

Read full story Comments { 0 }
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.

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 }
WA7-Philip-Taylor-PTMoney-FinCon

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 }
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 }
Develop-a-modern-digital-presence

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 }
Wired Advisor is media partner for FinCon14

Wired Advisor Joins FinCon 2014 as Media Partner

Wired Advisor will be joining FinCon this year as a media partner! FinCon is the conference where money and media meet. The 2014 conference takes place in New Orleans from September 18-20th.

Read full story Comments { 1 }