최고 Libby Greiwe 팟캐스트 (2024)

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231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework 50:09

20h ago50:09

50:09

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …

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Pioneering Fee-Only Wealth Advice with Christopher Tan 54:06

21h ago54:06

54:06

In this episode, Christopher Tan, CEO of Provident, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial ser…

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230: The Client New Year's Letter You Need to Write Now! 38:11

8d ago38:11

38:11

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …

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229: Tax Strategy for Your Boring W-2 Clients and Beyond 47:28

15d ago47:28

47:28

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…

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The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses 41:44

22d ago41:44

41:44

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News. Abby discusses her transition into growing large RIA firm…

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228: 8 Productivity Hacks to Work More Efficiently 34:43

22d ago34:43

34:43

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…

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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin 46:48

29d ago46:48

46:48

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…

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From Wirehouse to RIA: Craig Robson's Transformative Journey 59:05

1M ago59:05

59:05

In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges a…

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226: How to Design Your Perfect Schedule - Replay with Download 48:45

1M ago48:45

48:45

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…

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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

1M ago6:58

6:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…

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224: Complete a Time Study to Boost Productivity Now 42:19

1M ago42:19

42:19

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…

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Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 1:37:11

2M ago1:37:11

1:37:11

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…

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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus 49:39

2M ago49:39

49:39

Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…

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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story 14:34

2M ago14:34

14:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty 46:47

2M ago46:47

46:47

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

2M ago10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching & Mastermind HERE! Download the Family Tree Template Here Enroll in The Perfect RIA…

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Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 51:52

2M ago51:52

51:52

In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significan…

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219: When Part of Your Business is a Mess 30:49

2M ago30:49

30:49

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

2M ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…

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Creating Long Lasting Relationships with Michael Hanna 38:49

2M ago38:49

38:49

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:55

2M ago31:55

31:55

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

3M ago11:28

11:28

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…

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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:51

3M ago51:51

51:51

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative…

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

3M ago12:05

12:05

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here…

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 52:14

3M ago52:14

52:14

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about th…

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212: The Meeting Notes Hack That Will Change Your Life 56:05

3M ago56:05

56:05

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…

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Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip 57:41

3M ago57:41

57:41

In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest 1:07:29

3M ago1:07:29

1:07:29

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…

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210: Ideas to Implement -- The Client Experience Cheat Code 10:39

3M ago10:39

10:39

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…

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209: The Client Experience Cheat Code 44:45

4M ago44:45

44:45

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and sati…

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208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 9:48

4M ago9:48

9:48

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LIN…

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207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 27:22

4M ago27:22

27:22

What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to: Prioritize qual…

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Scaling Your Business Without Losing Your Mind with Tammy Lee 36:42

4M ago36:42

36:42

In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…

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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 18:14

4M ago18:14

18:14

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen --------------------------------- LINKS FROM THIS EPISODE Regist…

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205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 51:23

4M ago51:23

51:23

CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex? In today’s episode, workflow guru Kate Guillen sits down with The…

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204: Ideas to Implement -- The Exact Framework Your Business Needs FREE DOWNLOAD 14:02

4M ago14:02

14:02

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Exact Framework Your Business Needs **FREE DOWNLOAD** __________________________ LINKS FOR THIS EPISODE Register for the Systems to Scale Gr…

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203: The Exact Framework Your Business Needs FREE DOWNLOAD 37:37

4M ago37:37

37:37

Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business. Libby explains the six main layers of the framework: Define Create Attract Systematize Scale …

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Finding the Right Investment Partner with Eric Stein 40:23

4M ago40:23

40:23

In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…

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202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 8:59

4M ago8:59

8:59

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder —---------------------------------------- LI…

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201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 47:16

4M ago47:16

47:16

We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal. In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and hig…

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200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 16:53

5M ago16:53

16:53

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen —---------------------------------------- LINKS FROM THIS EPIS…

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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 59:33

5M ago59:33

59:33

A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT. In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover …

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198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success 12:27

5M ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Strategies to Finish What You Start and Achieve Project Success -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale …

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197: Strategies to Finish What You Start and Achieve Project Success 46:56

5M ago46:56

46:56

Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻‍♀️ In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completi…

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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong 11:10

5M ago11:10

11:10

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Project Management vs Client Tasks with Guest Lauren Hong —------------------------------------------------ LINKS FROM THIS EPISODE Connect with…

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195: Project Management vs Client Tasks with Guest Lauren Hong 50:36

5M ago50:36

50:36

Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all! In this week’s episode, host Libby Greiwe chats with Laur…

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Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

5M ago47:47

47:47

Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…

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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 14:05

5M ago14:05

14:05

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template t…

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193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 25:12

5M ago25:12

25:12

Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience? Thi…

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Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

6M ago1:10:55

1:10:55

In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …

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