011: Leveraging Tech to Deliver Unforgettable Client Experiences with Kyle Van Pelt

Kyle Van Pelt

As if building a business in the financial services industry wasn’t already hard enough, financial advisors are also expected to be tech experts too!? You need a CRM, a portfolio management system, a custodian, planning software, and a host of other tools to effectively manage client portfolios and deliver financial advice. Not only is that […]

005: Leadership, Language, and the Path to Preeminence with Chris Smith 

Chris Smith

If you want to avoid looking like every other financial advisor on the block, you’ll need more than a catchy tagline! Today, I’m talking with my good friend and Founder of The Campfire Effect, Chris Smith, who will teach you how to become the preeminent financial advisor in your market through his identity-driven leadership model. […]