Building a Successful Advisory Firm: What It Takes, The People And Process — 054

The Future for KMP, Why Most Advisors Plateau, Growing in the Bank Channel, Content That Converts — 056

What actually grows an advisory business: Reps, relationships, and content that makes the right people feel understood.  Also why clients finally reach out, how lifestyle creep hides in plain sight, and why “education-only” marketing often fails to generate productive conversations.  • Paying dues before giving financial advice and why the soft skills  • Marketing biz: Deciding between replacing a lost client or expanding current client offerings  • Using Ig feed posts and YouTube Shorts to build trust faster  • Why curated advisor groups are hard to run and easy to derail  • Corporate speak versus independent reality and why the worlds rarely mix  • Banks as both inefficient institutions and powerful prospecting engines  • Warm calls from bank data and how new bank advisors can build real AUM  • Lifestyle creep math and why save-first always beats budget-policing  • Financial independence at 55 as the goal clients rally around  • Marketing flywheels, reinvesting in growth, and making a midweek note work  • Why storytelling and accountability outperform pure education content • What the future holds for Know My Plan We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://lp.constantcontactpages.com/sl/zEkdsBR/subscribe] 📃 Marketing Notes Newsletter [https://coreys-keating-marketing.beehiiv.com/subscribe] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/coreykeating] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠ [https://www.youtube.com/@coreykeating]

Why Most Advisors Stay Ignorable, AI Won’t Save Your Marketing–Probably Making it Worse, What Actually Drives Growth — 055

On this episode of GTC, we cover what actually drives growth for financial advisors and where most are getting it wrong. We start with a candid conversation around AI in the advisory space. While many advisors are trying to use it as a shortcut for marketing, we explain why that approach is making content easier to ignore and harder to recover from.  The conversation then shifts to client planning. Nic breaks down what he’s seeing across high-income professionals, including why most people don’t actually have a real plan, how “the number” should be built, and the growing gap between lifestyle and savings rates. They also explore the balance between under-saving and over-saving, and why the real goal is getting clients into the right zone—not chasing perfection. They also touch on: *  Why consistency beats viral content in advisor marketing  *  How small adjustments (like timing and content rotation) can improve engagement  *  What separates advisors who grow from those who stay stuck  *  Why staying “on the path” matters more than any single investment decision  If you’re an advisor trying to grow your business, improve your messaging, and better serve high-performing clients, this episode is packed with practical insight you can apply immediately. We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://lp.constantcontactpages.com/sl/zEkdsBR/subscribe] 📃 Marketing Notes Newsletter [https://coreys-keating-marketing.beehiiv.com/subscribe] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/coreykeating] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠ [https://www.youtube.com/@coreykeating]

Building a Successful Advisory Firm: What It Takes, The People And Process — 054

We catch up on life and pop culture before turning to a real question: We discuss what actually drives advisory firm growth. • Homeland finale takeaways and why great shows stick  • Picking the next series • The claim that $250K-ready investors get turned down? • Why accumulation clients—higher lifetime value  • The K-shaped advisor economy • Lessons from a major custodian and firm transition  • Integrating new partners and protecting client experience  • Pivotal growth moves • How AI is killing your marketing and flattening differentiation  • Designing content that stops the scroll  • Algorithm reality and the urgency to build owned channels  • Newsletter strategy, high open rates, and keeping it human  • Ending on NBA plans plus protecting trading card value with insurance riders  We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://lp.constantcontactpages.com/sl/zEkdsBR/subscribe] 📃 Marketing Notes Newsletter [https://coreys-keating-marketing.beehiiv.com/subscribe] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/coreykeating] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠ [https://www.youtube.com/@coreykeating]

Headlines Won't Change Your Financial Plan Unless You Let Them — 053

We talk about why Know My Plan keeps attracting high-achieving clients in their late 30s and 40s—what really drives their anxiety even when their finances look great on paper? We dig into headline pressure, bonus season behavior, and the simple discipline and marketing habits that quietly compound into long-term wealth and referral-driven growth.  • KMPs core client demographic and why it keeps trending younger  • The sandwich generation stress and why asking for help early matters  • Headline fear vs reality • Bonus checks and the moment plans fall apart  • Brokerage accounts as the true litmus test of discipline  • How & why high achievers feel off track • The non-secret content framework that will grow your business We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://lp.constantcontactpages.com/sl/zEkdsBR/subscribe] 📃 Marketing Notes Newsletter [https://coreys-keating-marketing.beehiiv.com/subscribe] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/coreykeating] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠ [https://www.youtube.com/@coreykeating]

How to Encourage and Trust Others on Your Team to Create Marketing Content — 052

Can you hand the mic to your team without risking the brand?  Blueprint for advisor-led content that grows business without turning your feed into a vanity project.  Our take: Advisors SHOULD build personal channels, set simple guardrails for quality and compliance, and obsess over the messages that matter: Who we help, how we help, and how to work with us—on repeat. Chasing likes on LinkedIn, Ig, and TikTok rarely equals new clients, and how repeating core topics is smart, not stale.  People don’t see you every day; they notice you the week their pain peaks.  We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://lp.constantcontactpages.com/sl/zEkdsBR/subscribe] 📃 Marketing Notes Newsletter [https://coreys-keating-marketing.beehiiv.com/subscribe] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.youtube.com/@knowmyplan] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.linkedin.com/in/coreykeating] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠ [https://www.youtube.com/@coreykeating]