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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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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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!

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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.

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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!

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