This is the second in a series of episodes where we will take you “in the trenches” with financial professionals that are using different modern media strategies to build their businesses.
J.D. Carlson used to be a professional surfer with no intentions of taking over the family 401(k) business. When his first career ended up being a washout, he changed his tune and ended up falling in love with financial services.
As part of his marketing efforts, he started the Retireholi(k)s YouTube series, where he and his team discuss topics related to 401(k)s in a fun way.
J.D. joins the show to share his experience leveraging video to educate and connect with potential clients while building his firm’s brand. You can watch this full episode on the Retireholi(k)s’ YouTube page.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
128 4 enduring principles for the road ahead
127 Investor archetypes: Matching communications to client personalities
126 How to navigate changes in a retirement plan
125 When is Medicare right for me?
124 Managing money together: The importance of financial conversations in relationships
123 Building better client experiences
122 Referrals: The Holy Grail of Growth
121 Intersecting life and money: Advanced care planning
120 Advisor sponsored events in a post-pandemic world
119 Can I invest my IRA in this?
118 Winning more of your boardroom presentations
117 Emergency savings: Planning for the unplannable
116 Adapting to the changing landscape of income
115 A year like no other: The best learnings from 2020
114 Framing an ESG conversation with your clients
113 Unlocking your vision for success
112 Real financial advice: Being a guide in a changing landscape
111 Help needed: Hiring an executive assistant
110 Five steps to effective communication
109 Navigating family dynamics: Multigenerational wealth
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