Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help ...
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Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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"Remember the Show" - The MMA Gameshow hosted by Belal Muhammad and Jason Anik, featuring weekly guests, random fan shows, and Bully's Bicks aka weekly UFC picks hitting over 60%.
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Tired of listening to the same regurgitated narratives and repetitive hot takes that are contrived and unoriginal? Look no further as I do a deep dive on ALL that's happening in the sports universe for the casual or diehard fan with nothing but passion, energy and fury. This is your source for all the sauce in the world of sports! New episodes delivered every Monday and Thursday afternoon.
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Jon Anik and Kenny Florian talk MMA, sports, pop culture, and whatever else they can think of. Join Anik and "Ken-Flo" as they break down the latest on-goings in the UFC, take listener calls, and interview personalities from all over the world.
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A podcast about continuously delivering valuable software to production.
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A podcast about healing and preventing cancer with nutrition & natural therapies, and living life with joy and purpose! I was diagnosed with stage IIIC colon cancer in 2003, at 26 years old. I had surgery but refused chemotherapy. I chose faith over fear, changed my entire life, and used hardcore nutrition and natural therapies to heal. My doctor told me I was "Insane", but he was wrong. :) Today I am a best-selling author, blogger, global health & cancer coach, and speaker. My site (chrisbe ...
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"What are ADHD symptoms in adults? Do I have ADHD? Yes, I do. It only took 50 years to find out." Hit + Follow, and don't panic - we've got this! Join late-diagnosed Chief Wise Squirrel Dave Delaney as he speaks with ADHD experts about everything from ADHD symptoms to challenges, tools, and solutions with inspiring stories to help you along your ADHD journey. Find a free ADHD test, tips, articles, and more at wisesquirrels.com. Discovering you have ADHD can be shocking and scary. ADHD Wise S ...
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"The Weekly Scraps" by Aljamain Sterling, is your Go-To Source for Fight Breakdowns, Fight Recaps, the Life of a Fighter, Technique Insights, Training Tips, Interviews...all brought to you by The Funkmaster himself! Tune-in to know "What's Scrappening" in the MMA Universe! Coming at you from Long Island, New York, Every Wednesday!
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Join hacker maker Phillip Wylie and his guests as they discuss and unveil the “secrets” of professional hacking — a mysterious, intriguing, and often misunderstood occupation, even by those in the field of cybersecurity. With the rising need for professional hackers, those entering the infosec world are drawn to it, and understandably so — it is an exciting and fascinating career. Still, it sure has nothing to do with magic. Join these conversations to discover what the role entails, the dif ...
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Re-examining pension plans for professionals with Jason Pereira
58:33
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Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
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Max Tykhenko, Security Architect from IBM joins the podcast to talk about: What are the attack surfaces that most people don't think about enough? How has the security landscape changed over the last few years in terms of threat detection. How vulnerable are we than how we were 10 years ago? We all know what shift left generally means, but what doe…
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EP. 499: 🔴 UFC Denver Watch Party & Reactions - Anik & Florian with Longo, Bronsteter, Dan Tom, Jason Anik and Big Ron Pellegrino
2:10:49
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Anik & Florian are LIVE late-night for #UFCDenver and the last 3-fights on the card with their motley crew including, but not limited to, Jason Anik, Ray Longo, Big Ron Pellegrino, Brian Petrie, Dan Tom, Aaron Bronsteter (00:08:00) , and probably more! Join us for the fights in the live chat as we'll feature your questions on screen and with the bo…
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Phillies Flying. Yankees MUST Win? Rangers Last Stand As MLB Heads Into Break. NBA’s Record Media Deal/USA Men’s Team Starting 5? WHAT? Not Cool Novak Shouts At Fans! US Soccer Coach Canned
1:03:00
1:03:00
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1:03:00
I’m honored to welcome in a new partnership to the podcast. Are you familiar with OLIPOP soda? Please go to www.drinkolipop.com, use promo code JAYREELZ for 15% off of your purchase. Summer continues to sizzle in these parts, which may not be said for the latest in sports, but have no fear, I’m packing some heat with analysis and opinions with what…
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Dissecting Health Spending Accounts (HSAs) with Justin Manning
47:07
47:07
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Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…
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Phil Bray - Effective Marketing in a Noisy World
47:47
47:47
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Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…
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Financial Designs with Rick Scruggs | E332
28:43
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In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experien…
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EP. 498: 🔴 Diaz v. Masvidal Reactions - UFC Sphere Chat - UFC Denver Preview - Ray Longo MMA News
1:50:21
1:50:21
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EP. 498 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian were BORN IN THE USA but we’re back from vacation as we recap the Diaz vs Masvidal combat sports action that went down last weekend as well as discuss the mystery surrounding the UFC Sphere event in September. Jason Anik joins to drop some new merch for UFC fans before we di…
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1
A Surprising Yankee Plight With All Star Break Looming. Warrior Dynasty Done? Celtics Selling Team? Preds, Blackhawks Thrive In NHL Free Agency. Iga Stunned At Wimbledon. NFL Training Camps On Deck
1:06:01
1:06:01
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. Back after a little 4th Of July respite as I deliver the same fire, passion and opinions with all that’s going on in the sports world. On deck:(4:35) After a minute discussin…
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In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk
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In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it. Join our community: www.nextgenplanners.co.uk
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Employee Ownership Trusts Revisited with Jon Shell | E120
32:17
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In this episode, Jason talks to Jon Shell about the advent of employee ownership trusts in Canada, a game-changing legislation that addresses previous concerns and paves the way for a more inclusive and equitable business ownership structure. Through a deep dive into the intricacies of this model, listeners are offered a comprehensive understanding…
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Andy Baxley - The Power of Financial Purpose
43:21
43:21
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Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…
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EP. 497: 🔴 UFC 303 Recap with Dan Ige & Eric Nicksick - BTS with Jon Anik & Kenny Florian + Ray Longo
2:01:55
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EP. 497 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are safe and sound back at home after an absolutely crazy international fight week which culminated in “Chama” at #UFC303. We talk about all things in MMA with Ray Longo off the top of the show at 12pm noon eastern before we talk to the GANGSTERS from this past weekend Dan I…
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WS27 Loneliness, Personality Spectrums, and Entrepreneurship with Jennifer Raphael.
50:17
50:17
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Click this link https://wisesquirrels.com/focusedspace to try Focused Space and support our podcast. Thank you. We are sponsored by Focused.Space. Co-work virtually. Get more done faster. Use coupon code DAVE to get your first month free — and then 25% off every month after. Start your day with positivity and a plan. Enjoy the show? ❤️ Please suppo…
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In this episode of Fintech Impact, Jason interviews Jason Early, the founder and CEO of RISR. Their discussion revolves around how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming to maximize the potential of their businesses. They delve into the challenges and solutions in advising business o…
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1
Getting into GitOps with Fred Harper, Principal Developer Advocate, kubefirst.io
38:35
38:35
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Frederic Harper, Principal Developer Advocate, from kubefirst.io joins the podcast to dive into GitOps. We discuss: - What is GitOps? - How GitOps can help orgs manage their infrastructure - How to get started - Secrets management - Monorepos You can follow Fred here: https://twitter.com/fharper YouTube: https://bit.ly/3Xfv2bp Apple Podcasts: https…
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MLB’s Wild Card Battle Royale At Halfway Point. Why Paul George To 76ers Scares Me? NHL’s Lightning Strikes Early In Free Agency. Will Iga/Novak Conquer Wimbledon? UFC’s Pereira Keeps Title
1:07:28
1:07:28
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase…
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1
Panthers Survive To Win First Cup. Can Oilers Follow Similar Blueprint? NBA Draft Round 1 Recap. Where Does Bronny Go? Overrating The Knicks Trade With Brooklyn. Break Up The Mets, Back to .500!
1:06:35
1:06:35
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. The final days of June is upon us. Closing out the month the only way I know how, with nothing but rapid fire, high octane sports talk to get you set for the weekend. On deck…
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In this episode, Jason Pereira discusses the world of virtual assistants for financial advisors, featuring insights from Andrew Evans, Founder of ROffice. Through their conversation, listeners gain valuable knowledge on how virtual assistants can revolutionize the way financial advisors operate, ensuring efficiency and effective client service. Thi…
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1
Using Tech Smartly in Financial Planning with Adam Owen
33:47
33:47
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In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…
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EP. 496: UFC 303 Preview with Jon Anik & Kenny Florian + Brian Petrie Picks & ‘Big’ Ron’s Bets for Pereira v. Prochazka 2
58:36
58:36
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EP. 496 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are right back at you LIVE from the Virgin Hotel & Casino penthouse courtesy of our man ‘Big’ Ron Pellegrino as we have 10 toes down in Las Vegas for the whole squad for UFC 303 and International Fight Week. Before we get into that, we discuss the fight that was to take plac…
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Lydia with Brian Portnoy and Andrew Smith Lewis | E330
41:40
41:40
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In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process mor…
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EP. 495: 🔴 UFC Saudi Arabia Recap - Whittaker Is Back - Early UFC 303 Thoughts with Ray Longo | A&F. 495
1:07:14
1:07:14
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EP. 495 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are back with you LIVE from LAS VEGAS to recap the epic UFC Saudi Arabia card thanks to His Excellency Turki Alalshikh, which featured the resurrection of “The Reaper” Robert Whittaker, aka “Bobby Knuckles” as well as standout performances from Volkan Oezdemir, Alexander Vol…
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1
The Biggest Game In NHL History? A Historic Game 7 Tonight. MLB Has Yanks Reeling. O’s Swept. Astros On The Move & Scherzer’s Return. Will JJ Experiment Work In LA? No NBA Draft Buzz
1:06:53
1:06:53
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. As the Northeast and a lot of the nation was under some record heat as summer arrived on Thursday, there won’t be much cooling off, ESPECIALLY when it comes to yours truly. D…
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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk
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1
Celtics Capture Banner 18! Is Back To Back Or Dynasty On Deck? Could The Oilers Do The Unthinkable? Remembering Willie Mays. MLB To Honor Negro Leagues. Yankee Injuries & Cole’s Return
59:50
59:50
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59:50
I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. Let us rejoice as the summer solstice has arrived! Not only do you have to deal with high temps outside, you’ll have plenty of heat in your earbuds, headphones or speakers as…
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Nuala Wash - Ten Steps to Better Decision Making
59:15
59:15
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Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…
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Leveraging AI for Business Success: Insights from AI expert Verena Weber
37:32
37:32
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …
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1
WS26 ADHD Food and Diet and a 6,000-Mile Bike Ride with Julie Saad.
1:03:14
1:03:14
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We are sponsored by Focused.Space. Co-work virtually. Get more done, faster. Use coupon code DAVE to get your first month free — and then 25% off every month after. Start your day with positivity and a plan. Enjoy the show? ❤️ Please support us: wisesquirrels.com/love Get the free ADHD assessment, leave audio or text comments, read articles, receiv…
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1
Dr. Chadi Nabhan - Expert witness against Monsanto in the Roundup cancer trials
54:46
54:46
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Show notes and links: https://www.chrisbeatcancer.com/dr-chadi-nabhan-expert-witness-against-monsanto-in-the-roundup-cancer-trials/
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In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into…
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EP. 494: UFC 303 Status Update - Belal Muhammad - UFC Vegas 93 Recap - Ray Longo + Jason Anik
2:05:04
2:05:04
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EP. 494 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are LIVE to recap UFC Vegas 93 before talking to Welterweight title challenger Belal Muhammad about his fast-approaching title bout with Leon Edwards. PLUS, we got Ray Longo to talk all things going on in MMA including WTF happened last week with UFC 303 and UFC Saudi Arabia…
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1
Bryson Heroic Or Rory Choked As Dechambeau Wins US Open. Scary NBA & Stanley Cup Final Parallels As Celtics, Panthers On Cusp Of Titles. Key MLB Injuries. Is Trevor Lawrence Worth $275M?
1:03:41
1:03:41
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. Summer is officially days away, but the latest podcast is right now as I’ve got plenty to ramble about when it comes to what’s going on in sports. On deck: (2:50) I would’ve …
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Focus to Scale: Amplifying XP Practices with Elisabeth Hendrickson
39:57
39:57
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Elisabeth Hendrickson, author of the hugely impactful book, Explore It! joins the podcast to talk - How the Explore It! text came to be - What is it about testing that tends to make it a gate rather than part of development - How we can scale XP practices - Importance of focus and how XP helps achieve it. - How to deal with resistance when introduc…
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1
Celtics One Final Step To Elusive Title. Remembering Jerry West. Hurley Spurns Lakers. Can Panthers Mirror Celtics Finals Quest? MLB Pretenders: KC Royals. US Open Preview
59:46
59:46
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. I complete the trifecta of podcasts this week as I delve into all of the latest that’s happening in sports. On deck:(4:00) I have to do some housekeeping before I begin, shou…
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Shawn Sparks - The Advisor Transformation
51:14
51:14
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Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…
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1
Future-Proofing Financial Planning with Fintech Expert Jason Pereira
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…
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1
ESPN/FOX Sports Kacy Standohar On Her Unconventional Journey In Sports Media, The Pressures Of Being A Sideline Reporter, A Top Heavy MLB, Caitlin Clark & More!
1:09:49
1:09:49
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. Please subscribe, leave a rating and post a review on Apple Podcasts, Google Podcasts, Spotify, Audacy, Amazon Music and iHeartRadio or wherever you get your podcasts.Joining…
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In this episode of Fintech Impact, Jason talks to Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their businesses. Through detailed insights into their operational effectiveness and the impact of their adv…
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1
EP. 493: UFC Vegas 93 Preview - Perez v. Taira Picks - UFC Bets with Brian Petrie - More UFC Louisville Recap
51:50
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UFC Vegas 93 Preview - Perez v. Taira Picks - UFC Bets with Brian Petrie | A&F. 493 EP. 493 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian hit you with a quick turnaround jumper like the Boston Celtics as we roll in to give you some added UFC recap before diving into the UFC Vegas 93 card headlined by Alex Perez v. Tatsuro Taira…
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1
"LET THE FIGHTERS FIGHT!!" | Aljamain Sterling Reviews Jason Herzog's Early Stoppage
17:14
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Jared Cannonier vs. Nassourdine Imavov was the headliner at UFC Louisville and there was a very controversial stoppage in this fight. Aljo gives his opinion on this fight and the other fights at this event. Check out Nerd Focus, the Official show sponsor! www.nerdfocus.com Support the channel by purchasing official merch here! https://www.AljamainS…
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1
Will Mavericks Halt Celtics Run To Title? Panthers Thwart Oiler Offense With GM 2 Tonight! Why Dodgers-Yankees Was BIG For MLB? Alcaraz Earns French! Scheffler Momentum For US Open
57:18
57:18
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I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. Pumped up and ready for another exciting week of content as THREE podcasts are on deck over the next four days. I’ll set the stage for what’s taken place and what to expect i…
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1
Value Stream Mapping is Not Enough with Steve Pereira
39:52
39:52
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Steve Pereira, author of "Flow Engineering: From Value Stream Mapping to Effective Action", joins the podcast to talk about how to convert your glorious Value Stream Map into actual actions which actual people can actually do to see actual results in the actual world. About the book https://itrevolution.com/product/flow-engineering/ Buy the book ht…
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EP. 492: UFC Louisville Recap LIVE with Jon Anik & Kenny Florian + NFL Vet Shawne Merriman & Ray Longo
1:15:51
1:15:51
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EP. 492 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are LIVE to recap the UFC Louisville card which featured some absolute BANGER performances ON TODAY'S SHOW (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:06:05) - HEADLINES with @Jon_Anik & @Kenny Florian - Presented by Jose Cuervo - @josecuervo / @josecuervotequila (00:24:0…
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Embracing ESG in Investing with Clémence Chatelin
42:04
42:04
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42:04
In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…
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NBA & Stanley Cup Finals Preview BONANZA! Lakers Lure UCONN Coach? Dodgers-Yankees Showdown In The Bronx. Novak Withdraws From French/Swiatek Dominant. RIP Larry Allen. Belmont 'NO' Stakes
1:09:58
1:09:58
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1:09:58
I’m honored to welcome in a new partnership to the podcast. Are you familiar with Olipop soda? Please go to www.drinkolipop.com, type in SODALOVE for 15% off of your purchase. With the Finals on the horizon for both the NBA & NHL, I’m just getting started to discuss that and ALL that’s happening in sports in a jam packed podcast. On deck:(4:15) The…
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EP. 491: MMA News with Anik & Florian, UFC 303 Talk, UFC 302 Recap & UFC Louisville Picks
1:06:03
1:06:03
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1:06:03
EP. 491 — Check out our Anik & Florian Merch on jonanik.com Late night? No Problem. Anik & Florian are BACK with a mid-week spectacular to talk all things in MMA including what (if anything) is going on with UFC 303 with McGregor & Chandler in the headlines, as well as some more UFC 302 recap. PLUS, we got you covered for UFC Louisville as the boys…
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Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing
45:13
45:13
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45:13
Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…
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