Advisor2Advisor

We talk about delegating while staying true to your personal brand and delivering consistent, authentic messages. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Tracy Jepson, CEO of Kantex Financial, joins us for a conversation about how to build a profit first business. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about our strategies if we were to start an RIA or if we were established and didn't need more money. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

James Wrigley joins us all the way from Australia to talk about his content journey and his success and tips for the creating consumable content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about the benefits of hiring in-house marketing versus outsourcing talent. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about what it means to remove the funnel and the importance of understanding marketing to audience behavior. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about delegating and hiring and how it can change your business and enhance your efficiency. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We dive into the marketing and creator mindset and how you can make your creative sessions more productive. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by financial advisor and content creator Thomas Kopelman where we discuss tactics for creating and marketing a successful newsletter. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about how to keep consistent activity to grow your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about how to market to opportunities that interest you as an advisor when making money isn't a concern. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Nic Nielson, CFP fills in for Corey as him and Ryan discuss in depth about driving revenue and growing your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Why it's important to market to your current audience and keep focusing on the platforms that are working for you. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about marketing to your audience by understanding human behavior online. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by individual and small business tax accountant Lisa Niser where she gives advice on talking to accountants and talks about tax returns. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by industry legend Carl Richards, CFP and author of The Behavior Gap. We talk to him in depth about his success and experiences in the industry. This is an episode you won't want to miss! Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about creating more stuff from your content and speeding up your process. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by Adam Scherer, director of curriculum and instructor at Boston Institute of Finance. We talked to him about the financial planning and certification process and his experience in the industry. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We discuss what marketing friction is and how it functions as well as how it relates to demand and lead gen. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about SEO and building advisor websites. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by Dr. Daniel Crosby, Clinical Psychologist and Chief Behavioral Officer at Orion Advisor Solutions. We discuss audience behavior and understanding how behavioral finance affects markets. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We give advice on how to market to beneficiaries and families. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about understanding marketing operations and how to build an effective marketing plan from the ground up. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by Keith Wilson, CEO of Wilson Financial Advisors where we discuss creating and marketing filmed content and it can be improved. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We discuss using context in your content to help your audience better understand your message and the language you use. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about personal branding and how to focus on your individuality to create compelling content for your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by Michael MacKelvie, CFP at Cascade Wealth Management and Owner of Vivid Wealth. We talk about his background in the industry and figuring out your place. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about website editing and the importance of using the right language. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about the define and discuss the fundamentals of demand and lead gen. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

How to get past feeling "stuck" growing your business. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about opening conversation with potential clients through your social media content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about focusing on behind-the-scenes content and how to evaluate and refine your strategy. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We are joined by Andy Panko, CFP and owner of Tenon Financial where we talk about the AUM model and Andy's current marketing strategies. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about simplifying your language and content so anyone is able to understand it. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We cover how to compose appealing email newsletters and what they should and shouldn't include. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about clipping and stretching out your already made content onto multiple platforms. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We discuss the equipment we use and recommend for streaming and recording. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about the value of patience in your marketing strategy and the benefits it can have on your business and consumer relationships. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about researching local business both in person and on social media to help strengthen your strategy and communication with your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk in detail about creating niche content and effectively marketing to your specific audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about building a solid financial plan and how it can benefit your business and content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We live edit a video to be posted on social media while talking through each step. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about how to utilize Facebook and Youtube as marketing platforms. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about creating appealing marketing content that will resonate with your audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about interpreting the results from your marketing efforts and how to determine what is and isn't working. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about understanding your marketing budget and how you should be spending to be successful. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about being an active marketer and being consistent in your efforts. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

Charles Freeman is back to dive further into the topics of changing market bubbles and cryptocurrency. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We compare saving time versus generating results and which you should be focusing on. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

What type of content should you be posting and when should you be posting it? Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

We talk about surprise and delight marketing and how and when you should be incorporating it into your strategy. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com