Are you a financial advisor who is dissatisfied with their CRM? There are new, shiny CRMs out there packed full of AI! Should you switch? Or is the real problem your relationship with your CRM?

Sponsored by CalibrateIQ.

Your client onboarding experience can go a long way toward setting the tone for the entire client engagement. I'll share three principles I use to guide how I create a great client onboarding process.

Sponsored by: Savology.

This is a Tool Tip episode where I share my love for SaneBox. I've used this tool forever, and it makes a massive difference in how I manage my email. I think it might help you too.

As a financial advisor, you probably have all sorts of admin tasks that you would rather not do. How do you know if it's time to hire a virtual assistant? And how do you actually get yourself to delegate?

Sponsored by: Savology.

We all know your website is the public face of your financial advisory firm. But there are a few elements that are consistently missing from many advisor websites. We'll talk about the top five (plus a bonus).

Sponsored by: Savology.

Most RIAs have a logo, but do you also have a brand identity kit? What is this, and why is it important?

Sponsored by: Savology.

Do you struggle to make time to work ON your RIA? Do you find that your marketing and business tasks always get pushed to the back burner by something else taking priority? Or do you just feel stressed out because you simply can't find the time to get everything done? Here are some ways to set boundaries and protect your schedule so you can actually get things done.

Sponsored by: Savology.

A lot of financial advisors are doing really cool things with AI and building some interesting apps. I'm doing some of this as well and I'm sharing my experience.

Sponsored by: Savology.