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How Podcasting Can Grow Your COI Network
Daniel Keever Daniel Keever

How Podcasting Can Grow Your COI Network

If you have a podcast—whether it’s primarily guest-based or not—you actually have an incredible opportunity to build, strengthen, and expand your COI relationships by using that podcast strategically.

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3 Marketing Priorities Every Financial Advisor Needs to Grow
Daniel Keever Daniel Keever

3 Marketing Priorities Every Financial Advisor Needs to Grow

One of the biggest problems we see with marketing—ourselves included—is that activity can turn into noise. It becomes activity for activity’s sake. You’re busy, you’re posting, you’re doing the “things,” but you feel like it’s gotten detached from the outcomes that matter.

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4 Reasons Advisor Lead Magnets Fail
Daniel Keever Daniel Keever

4 Reasons Advisor Lead Magnets Fail

To be successful, a lead magnet has to be genuinely valuable to your target prospect. Here, we need to drill down on a more useful definition of “value”.

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Why Financial Advisors Need to Tell More Stories
Daniel Keever Daniel Keever

Why Financial Advisors Need to Tell More Stories

It’s about time that advisors start telling the stories of the life changing work that they do with amazing people. That's the heart of your value proposition. That's the heart of your marketing strategy.

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Invest Like a Mom
Daniel Keever Daniel Keever

Invest Like a Mom

Few people get "investing" like a mom. In honor of Mother's Day, we sat down with a few all-star moms and asked them to tell their stories.

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