Stephen and Kevin Show episode 100 podcasts
The Stephen and Kevin Show: All About Financial Advisor Podcasts
May 18, 2022
Everything you need to know about financial advisor podcasts.
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Nearly Two-Thirds of RIAs Have Not Adopted SEC's Marketing Rule
May 17, 2022
The high percentage of blank responses in a section of Form ADV related to the SEC's new marketing rule could indicate that RIAs are still grappling with how to comply with the regulation, according to a new analysis from IndyFin.
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Jolt! 2022: Carl Richards on Simplifying Financial Jargon to Improve Client Communications
May 13, 2022
The misconception is that advisors need complex language to showcase their expertise.
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Jolt! 2022: Robert Sofia on Balancing Financial Marketing With Data, Design and Compliance
May 13, 2022
How important is an authentic voice behind financial advisor marketing?
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Jolt! 2022: Penny Phillips on the Paralyzation of Financial Advisor Marketing
May 12, 2022
Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
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Jolt! 2022: Candice Carlton on the Future of Digital Media for Advisors
May 12, 2022
Building better connections with clients through various multimedia strategies.
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Jolt! 2022: Akshay Singh on the Social Proof of Recommended Advisors in Light of the New SEC Marketing Rule
May 12, 2022
Indyfin on the new SEC marketing rule and digital testimonials from clients.
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Getting Started with Podcasting for Financial Advisors
May 12, 2022
Lessons learned from recording nearly 100 episodes of The Stephen and Kevin Show.
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How to Get Referrals Without Asking
May 10, 2022
Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
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FMG Suite Rebrands, Brings Online Reputation Management to Advisors
May 03, 2022
The company’s new initiatives include monthly marketing plans created in-house and a digital reputation management program to monitor an advisor's Net Promoter Score.
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