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.
88 Modern marketing: Components of an advisor marketing strategy
87 The power of designations
86 Risk management: Life insurance
85 Inside the research of Morningstar
84 Becoming a local thought leader with educational workshops
83 Fanning the flame for your practice and your clients
82 Modern marketing: The secrets to a successful blog
81 Developing the next generation of financial advisors
80 The do’s and don’ts of investment policy statements
79 Tax strategies to optimize your client conversations
78 Power of the pipeline: Client acquisitions strategies to grow your practice
77 Funding education with a 529 plan
76 Beyond the hype: Blockchain technology
75 Financial considerations for families with special needs
74 Talking trade: From NAFTA to USMCA
73 Designing the best approach to conferences
72 Creating more precision with life expectancy planning
71 Congressman Mike Kelly, The Retirement Enhancement and Savings Act
70 The Better Conversations Collection: A tour of some of the best ideas from 2018
69 The delicacy of dialogue: Helping clients talk openly about money
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges