Ops & Impact

The Truth About "Custom" Websites for Financial Advisors

Financial advisors sometimes look for "custom" website design to make sure they get something unique and specific to their firm, but there are some misconceptions around what that means.

This Is Your Permission to NOT Niche as a Financial Advisor

So many influencers and sources out there tell us we're supposed to niche. And it's true, there are many benefits to specializing. But what if you just don't want to and you struggle with this? I'm here to give you permission to NOT niche.

How to Have a Better Relationship With Your CRM

Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM? Sponsored by CalibrateIQ [https://www.calibrateiq.app/].

3 Guidelines for Creating a Great Client Onboarding Experience

Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process. Sponsored by: Savology [https://www.michaelreynolds.com/savology].

How I Use SaneBox to Take Control of My Email (Tool Tip)

This is a Tool Tip episode where I share my love for SaneBox. I've used this tool forever, and it makes a massive difference in how I manage my email. I think it might help you too.