RIAs and Wealth Managers - Before you start your growth, make sure your foundation is solid

RIAs and Wealth Managers - Before you start your growth, make sure your foundation is solid

Today I have a guest that has spent his career in helping companies build a strong legal and compliance foundation to make sure that as companies grow and acquire other companies, the span of control does not get too big that the principals lose control.  Mike McPhail is a Securities Industry Dispute Lawyer and a partner at Spencer Fane in Denver Colorado.  While Mike does litigation, his real passion is to proactively help companies with their strategic plans at the onset so they never have to see a litigation attorney.

Storyteller's Series - The Importance of Authentic Content and Brand Storytelling - GRETCHEN KELLEY

Content has been a way of capturing emotions and increasing knowledge since the start of time.  Only in recent years has digital content become more functional and in some cases disingenuous with the advent of clickbait and vanity metrics. Our guest today is dyed in the wool of humanistic and emotionally grabbing content as she was an early journalist and a published author of children’s books.  In more recent years, she has turned her efforts to helping companies in creative unique and emotionally provocative content while making sure it optimizes with the respective chat bots and search tools. Gretchen Kelley wrote “Superheros don’t eat veggieburgers”, works with a national company that helps encourage primary schools to advocate conventional reading, and works with an SEO optimization company on the side.

Storytellers Series: Creating a Brand that Cares More About the On-Going Relationship Than the Transaction

As a second episode in the storytellers series, I leaned into a conversation that I had about a year ago with someone who runs a “Fractional Recruiting” company.  The company itself was designed with one thing in mind – Not placing a candidate until the company, their needs, and their ultimate objective was understood.  In a recruiting world where everything is about the commission paid on positions placed, Lonnalee Anderson set up Ridgewood Fractional Recruiting, a company that is focused on connecting values and building futures.  On their website and in discussions with Lonnalee, the company boasts an importance in creating “lasting, value-aligned connections”.

STORYTELLER'S SERIES - RICK MCCULLOUGH

This week we are leading off our storytelling series of the Bizzy Signal podcast.  In each of our episodes, we will be hearing stories from business leaders that have had important pillars in their lives that have led to their purpose, and in many cases it has been what has propelled them to their respective level of success.  Today we have an esteemed gentleman who I met earlier this year that has held the highest level of positions in large companies, including being a successful CEO at a profitable energy company.  Rick McCullough has recently been led to executive coaching, but his purpose and future journey is admirable and inspiring.  Instead of giving more information, let me welcome Rick to our show.

Increasing ROI on Your Web Properties

With the advent of advertising content and splash pages replacing full websites, for small and medium sized business owners it begs the question: how much do I need to continue to invest in my website? Today we welcome Jim Kurtz to the show, a gentleman that has been helping companies answer that question for over 20 years.  James is the owner of Kurtz Agency and a great thought leader on websites and digital presence.