XYPN Radio / Marketing (4)

August 31, 2016

Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More

Michael and Alan are back for another episode of Alan and Kitces Unhinged. Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why adv …

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March 30, 2016

Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

Ep #41: Convert Financial Planning Leads to Clients with Nancy Bleeke

The word "sales" can make most financial advisors cringe away -- especially if you're a fee-only planner who constantly fights the perception that your job revolves around product sales!

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March 16, 2016

Writing Books to Supercharge Your RIA Marketing

Writing Books to Supercharge Your RIA Marketing

If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could help your RIA marketing to get published.

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January 06, 2016

Ep #30: SEO for Financial Advisors with Brent Carnduff

Ep #30: SEO for Financial Advisors with Brent Carnduff

This week, we're talking with Brent Carnduff, an SEO expert and the owner of Advisor Web Marketing. I initially met Brent when he worked with me on the creation of the Serenity Financial Consulting website a few years ago; he completely blew my mind. Time and time again, Brent has sho …

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December 30, 2015

Building a Virtual Firm by Marketing Locally with Eric Roberge

Building a Virtual Firm by Marketing Locally with Eric Roberge

Over the last 28 episodes, we have talked about a lot of different topics, some more in depth than others. This week, however, we're covering a subject we have never fully discussed.

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December 23, 2015

Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk

Ep #27: Outsource Your Marketing to Grow Your Firm with XYPN's Director of Marketing Kali Hawlk

We get a lot of questions from our community centered around marketing, and to start answering them, we invited our very own marketing guru to the show. I'm excited to bring Kali Hawlk, XYPN's Director of Marketing, to #XYPNRadio today!

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August 25, 2015

Ep #4: Blogging Your Way To The Top with Jeff Rose

Ep #4: Blogging Your Way To The Top with Jeff Rose

Today, we're excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing efforts using his popular blog, Good Financia …

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