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.
108 Mental accounting: Engaging clients with bucket planning
107 Creativity, economics and life with Russ Roberts
106 Fostering a diverse and inclusive culture
105 Turning tough conversations into better conversations
104 Retirement income planning in the “new normal”
103 Family conversations that should not be avoided (Sept 2016)
102 Coaching clients through uncertainty
101 Low volatility investing
100 How to choose the right financial planning software with Michael Kitces
99 Fostering success with centers of influence
98 SECURE Act: Retirement policy you can use
97 Secrets of 2x advisors
96 Best of 2019: Actionable ideas to take into the new decade
95 How one advisor transformed her business off a life event
94 Themes from the 2019 Global Investment Forum
93 Opening for business: China A-shares and a diversified portfolio
92 Forces shaping the future of advice with Schwab’s Bernie Clark
91 A brave new Fed
90 How advisors can influence change in client behaviors
89 It’s personal: The growing need for financial wellness programs
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