Jul 29, 2019
My guest today is our lead coach at Model FA, Dominique Henderson. Dom is the Founder at DJH Capital Management, an RIA based in Cedar Hill, TX. He is also Head of Client Experience at Brewer Consulting. Dom runs a thriving YouTube channel where he covers personal financial planning topics (and occasionally guest-stars...
Jul 22, 2019
My guest today is Eric Lee. Eric is the Creative Director behind The Model FA, the man with a wealth of out-of-the-box ideas to disrupt and elevate marketing for the financial services industry. When Eric is not helping advisors re-imagine the future of their firm, he can be found in the kitchen preparing a world-class...
Jul 15, 2019
My guest today is Adrian Salamunovic, author of the best-selling book Free PR, mentor, investor, and our PR guru. Adrian is a co-founder of CanvasPop, DNA11, and PopKey, and an advisor to entrepreneurs. If you are curious about using media for growth hacking, public relations, and strategic partnerships, this is an...
Jul 14, 2019
My guest today is Carl Richards. He is a Certified Financial PlannerTM, the creator of The Behavior Gap, and has been the Sketch Guy columnist for the New York Times since 2010. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches serve as the foundation for his two books,
Jul 1, 2019
In this Part 2 of our
conversation with Michael Kitces, we discuss the evolving methods and
strategies for marketing your firm. Michael is a financial planner, commentator,
speaker, blogger at Nerd’s Eye View, and educator.
In this episode, we discuss how this business is a human to human business, that "you can...