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Actual Advisor Value

Taylor Demars CFP®, MBA

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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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StrategyCast

Lori Jones from Avocet Communications

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The StrategyCast podcast explores the nature of what it means to be at the helm of marketing decisions. Every episode is crafted to make people think, to spark some “aha!” moments, and to illustrate just how important a truly integrated marketing strategy and a solid, inspired brand presence are to success and longevity. Your host, Lori Jones, is the President & CEO of Avocet Communications, and she has over 30 years of integrated marketing experience. Lori has interviewed over 400 top busin ...
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show series
 
Transform your sales and marketing alignment for unstoppable revenue growth! In this episode, we break down practical strategies to tackle the "messy middle" of your initiatives. Learn how to design a structured framework for success, align messaging, and ensure follow-through. Plus, tips on using AI for insightful research and engaging training me…
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In this episode, you'll learn the process of combining brand strategy with digital marketing tactics. Plus, we’ll tell you how to leverage AI for exceptional consumer insight and explain why Q4 is the prime time to listen to your audience. And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the S…
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Curious about the secret to brand success in the digital era? It’s all about alignment! This episode breaks down the importance of syncing your branding, marketing, and communication strategies. Learn actionable tips for enhancing team collaboration, retaining authenticity, and harnessing AI for nuanced insights. From brand scans to the role of CEO…
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Struggling with keeping your brand relevant in a fast-paced market? Elevate your strategy with high-impact personalization and cutting-edge AI techniques. In this episode, you'll learn how to stand out with targeted content, engage your audience, and remove sales friction seamlessly. You'll also hear inspiring success stories and practical tips for…
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Curious about making your brand culturally relevant? In this episode, we break down powerful strategies that set your marketing apart by studying market behavior and understanding cultural trends. Learn about smart risk-taking, the power of emotional connections, and how startups transform categories. Perfect for marketers aiming to connect deeply …
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Investor pressure got you stressed? Learn powerful strategies to push back and make calm, confident decisions. You'll get insights on leveraging expert feedback, showcasing success, and building crucial partnerships. Discover communication tactics that resonate with investors and find out how to maintain optimism during tough times. Perfect for CEO…
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Brands with purpose are brands that win. Transform your approach to brand positioning and corporate purpose with insightful tips on making technology work for you—not against you. This episode delves into creating authentic, purpose-driven strategies, leveraging AI for hyper-personalization, and avoiding common pitfalls. Elevate your brand to futur…
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Feeling like your business has untapped potential? Learn how to master KPIs for growth, plan your exit strategy, and conquer talent attraction challenges. This episode is packed with insights on maintaining financial transparency, making data-driven decisions, and building a strong company culture. Plus, find out how to transform your services and …
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Elevate your brand's story with award-winning content marketing strategies! Gain insights on enhancing consumer engagement, leveraging AI creatively, and personalizing customer experiences. Tune in, harness the power of authentic connections, and drive impactful growth! And don't forget! You can crush your marketing strategy with just a few minutes…
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AI is reshaping the marketing landscape—are you keeping up? Learn how to harness AI as a powerful tool, find out why leadership is crucial in its implementation, and get practical tips on spearheading AI initiatives in your company. From identifying use cases to collaborating across departments, this episode breaks down the steps to elevate your ma…
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Facing challenges with market fit? You're not alone. Learn how to master each stage—problem market fit, product-market fit, and platform market fit. This episode teaches you how to define your Ideal Customer Profile, build customer-centric strategies, and ensure your product resonates. Understand the nuances of transitioning through these phases to…
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I helped a retired couple who moved out of their home of 37+ years decide what the decision best met their goals. This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. This content is for entertainment purposes only. Demars Financial Group, LLC cannot be held liable fo…
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Ever wonder how some brands become household names? Learn how to elevate your brand from product-led growth to industry leader status! This episode explains the art of powerful branding, the necessity of relatable messaging, and the impact of narrative economics to drive your market awareness. And don't forget! You can crush your marketing strategy…
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95% of product launches fail. Don't let this be you. Learn how to pinpoint market fit, finesse your Go-To-Market strategies, and craft campaigns that truly resonate. This episode reveals the art of not overwhelming your audience while focusing on what really matters—solving buyer problems and fine-tuning your approach. Perfect your product launch s…
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Delve into the art of newsworthiness and data-driven storytelling that captivates audiences. Discover the power of targeting niche publications, unlocking the secrets of successful PR pitches, and mastering internal communications for startup success. And don't forget! You can crush your marketing strategy with just a few minutes a week by signing …
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Embrace the AI revolution and elevate your marketing game! Grasp how seasoned pros are integrating AI into day-to-day operations to boost efficiency and creativity. Hear firsthand about the power of AI in content creation, crisis communication, and strategic decision-making. And don't forget! You can crush your marketing strategy with just a few mi…
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Boost your startup's success with game-changing marketing strategies! Gain insights on aligning business goals with potent marketing tactics, mastering product-market fit, and leveraging AI for market analysis. Tune in, enhance your approach, and achieve standout market presence! And don't forget! You can crush your marketing strategy with just a f…
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Navigate the fast-paced world of AI in marketing! Learn about striking the perfect balance between using data for personalization and maintaining customer trust. Gain insights into AI strategy development, operational integration, and overcoming industry challenges. And don't forget! You can crush your marketing strategy with just a few minutes a w…
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Transform your view on marketing effectiveness! Learn why prioritizing it before efficiency can radically shift your business outcomes. Gain insights into ROI, long-term impacts, and how to strategically prepare for market entry. Tune in, fine-tune your approach, and watch your business soar! And don't forget! You can crush your marketing strategy …
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Fuel your growth engine with strategies for sustainable revenue expansion. Discover the art of balancing bold targets with realistic expectations, all while marrying data with team alignment. Gear up to scale your success and refine your go-to-market approach! And don't forget! You can crush your marketing strategy with just a few minutes a week by…
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Explore the art of infusing creativity into tech with insider tactics for engaging customers and shaping a marketing mindset within engineering cultures. Gain tips on fostering collaboration and building a brand that stands out! And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyCast…
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Discover the secret to fortifying businesses with ethical marketing practices and genuine customer connections. Gain wisdom on fostering open dialogue, leveraging research power, and integrating market savvy with strategy. Watch now, fuel growth, and chart a path to triumph with integrity! And don't forget! You can crush your marketing strategy wit…
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Embrace the synergy of minds and learn how to blend marketing magic with engineering excellence. Get valuable insights into bridging communication gaps and crafting strategies that resonate across departments. Tune in, align your team, and ascend to new heights of collaboration! And don't forget! You can crush your marketing strategy with just a fe…
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Will AI be your next marketing co-pilot or the captain? Discover how to blend AI's analytical power with your creative spark for unbeatable strategies. Get the lowdown on AI's role in branding and how to stay wisely human in an automated world. Plus, we're dropping pro tips on the hottest AI tools to boost your game! And don't forget! You can crush…
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Discover the intersection of AI and crisis management! Learn how to shield your biz with smart strategies, craft ironclad communication plans, and tackle the ethics behind AI tools. Your brand can't afford to miss this! And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyFirst Newslet…
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Ever wonder why your marketing feels like shouting into the void? Tune in to StrategyCast for an enlightening chat on building a customer-centric culture that actually listens! We're revealing the strategies for breaking down silos between teams, making every department talk to customers, and crafting a brand message that hits home. Say goodbye to …
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Uncover the secret sauce to scaling your brand! Learn about repurposing content, nailing brand messaging, and the power of emotional storytelling. Plus, dive into the predictable pipeline process for strategic brand growth. And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyFirst New…
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Dive into the art of smart spending in biz growth! Discover the secret sauce of aligning finance & marketing, mastering experiments, and avoiding costly missteps. Ready to revamp your strategy with insider CFO tricks? And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyFirst Newslette…
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Discover game-changing strategies that smash silos, power up marketing, and fuel conversion! 🌟 Unpack secrets to market dominance, AI's impact on personalized marketing, and insider tactics that align sales with strategy. And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyFirst Newsl…
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Get ready to dive into the world of strategic branding in today's episode of StrategyCast! My guest today is the amazing Maria Trysla, a visionary and tactical marketing leader with 30 years of experience in SaaS, technology, and telecommunications. Maria's bringing the heat with insights on defining your brand's DNA, the evolution of brand positio…
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Want to revolutionize your marketing game? Dive into this episode jam-packed with insights on storytelling, ROI, and consumer-centric strategies. Learn about Ancestry.com's impactful campaign, shifting from Super Bowl ads, and the role of AI in marketing.By Lori Jones from Avocet Communications
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Discover the secrets to building a thriving company culture, aligning teams for success, and fostering authentic client relationships with guest Erik Isernhagen, founder and CEO of LINX, on this episode of the Integrate & Ignite Marketing Podcast. Join host Lori Jones as she and Erik dive into the keys to business growth, employee engagement, and e…
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Building a brand takes strategic marketing, expert communication skills, and a focus on community-led growth. Tune in to this episode of the Integrate & Ignite Marketing Podcast with host Lori Jones and her guest Lloyed Lobo, of Boast.AI and Traction, to hear his inspiring entrepreneurial journey and his book From Grassroots to Greatness, where he …
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Brands need to constantly innovate to succeed. It’s the same with marketing. Whether you’re marketing for a startup, an early-stage venture, or even an enterprise business, you have to stay ahead of the game. In this enlightening episode of the Integrate & Ignite Marketing Podcast, host Lori and her guest Ernie Crawford, founder of Crawford Technol…
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Some of the best companies succeed by entering a market before having full confidence in the technology. Just ask guest Krish Ramineni, founder of Fireflies, on this episode of the Integrate & Ignite Marketing Podcast. Listen in as he talks about timing, execution, and growth with host Lori Jones, as well as about the nuances of category creation, …
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Discover the power of creating a new category for your product. It's not just about being descriptive, but about conveying meaning and solving a human problem. Learn from host Lori Jones and her guest Mike Bruno, Category Designer at Play Bigger, on this episode of the Integrate & Ignite Marketing Podcast!…
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Damon Pistulka of Exit Your Way joined host Lori Jones as guest on this episode of the Integrate & Ignite Marketing Podcast and set out right away to dismantle the myths and misconceptions surrounding selling businesses. As someone who sells businesses themselves, Damon has seen the good, the bad, and the ugly of the industry. He knows that many ag…
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Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions. Online Resource: https://www.elderlawanswers.com/estate-planning/101…
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From postdoc to CEO of SiVEC, Lyndsey Linke's journey is one of relentless determination and groundbreaking discoveries. Listen to this episode of the Integrate & Ignite Marketing Podcast with host Lori Jones and learn about commercializing science, the power of innovation, the intersection of science and business, and all about her “napkin moment.…
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Over the past few months, we have witnessed a rapid pace of innovation in the field of AI, with new and mind-blowing advancements emerging almost daily. Join guest Liza Adams on this episode of the Integrate & Ignite Marketing Podcast, as she and host Lori Jones discuss the enormous impact AI is having on marketing, how we can conquer our fears of …
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It is better to be extraordinary at one thing than to be average at multiple things. Join host Lori Jones and her guest Allen Adamson of Metaforce on this episode of the Integrate & Ignite Marketing Podcast to learn about his new book, SEEING THE HOW: Transforming What People Do, Not Buy, to Gain Market Advantage and the importance of understanding…
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Adapting to the ever-changing marketing landscape is the topic of this episode of the Integrate & Ignite Marketing Podcast with host Lori Jones and her guest Amrita Mathur, VP of marketing at Superside. Listen in and get some powerful advice about ABM marketing strategies, remote design work, and generational differences.…
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