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Financial Planner Marketing Playbook

May 5, 2020

What makes video marketing such a powerful tool for Financial Planners?

My guest today on the Financial Planner Marketing Playbook is Robin Powell.

An experienced journalist, Robin worked for more than 20 years in broadcast television news and current affairs. He's no stranger in front of the camera.

His business, Regis...


Apr 21, 2020

Something is happening in the world of business. Upstart brands are taking on the empires that have long-dominated trillion-dollar consumer sectors.

My guest on the podcast today is Lawrence Ingrassia, former business and economics editor and deputy managing editor at the New York Times.

In his new book, Billion Dollar...


Apr 14, 2020

From a young age, my guest today had a relationship with money fraught with difficulties.

Catherine Morgan felt her natural relationship with money was out of control, leading to overspending, undersaving and being driven by emotions.

A family medical emergency in later years brought these emotions to the surface...


Apr 7, 2020

My guest on the podcast today brings more than twenty years of strategy consulting and marketing experience.

Robbie Kellman Baxter is founder of Peninsula Strategies, helping companies leverage subscription pricing, digital community and freemium to build deeper relationships with customers.

Her clients have included...


Mar 31, 2020

Some podcast conversations come along at exactly the right time.

When I originally reached out to my guest today, I had no idea we would be working from home, avoiding all social contact, and living through an unprecedented time of economic and market upheaval.

Carl Richards is well-known in the Financial Planning...