Insights

“I found your video on Roth conversions. Is that still how you’d approach it?” A prospect sent that note to an advisor I work with,

A firm we started working with this year already had eighteen videos sitting on their YouTube channel. Client testimonials, market commentary, an old conference talk,

During a strategy call last month, an advisor told me he’d bought a ring light, downloaded an editing app, and then sat in front of

Why Investors Trust Advisors Faster Through Video An advisor client told me last spring that a prospect walked into their first meeting already relaxed, already

A marketing manager at a fee-only firm called me last quarter with a folder full of blog posts and no real way to explain what

I sat in on a pipeline review with an advisory team once where every single lead on the board was tagged “hot,” from someone who’d

A managing partner at a mid-sized RIA sent me a screenshot last month that said a lot without saying much. Fifty-two new leads for the

An operations manager at an advisory firm shared her new-lead spreadsheet with me during an onboarding call last month, hoping I’d tell her it looked

The message that gets deleted fastest is usually the one that opens with “I’d love to tell you about our services.” A prospect scanning a

We once asked an advisor how his social media was going, and he said “active,” then admitted his last post was six weeks old and

An advisor once forwarded me a screenshot of a message a prospect had sent him: “Saw your profile, figured I’d reach out before we talk