Episodes

  • How to Choose the Right "Bucket" for Your SEO (and Marketing) Strategy

    How to Choose the Right "Bucket" for Your SEO (and Marketing) Strategy
    Jan 9 2026

    So many financial advisors are concerned about their SEO and they often jump straight to questions like "how do I increase my SEO?" without first defining their marketing focus.

    We'll talk about how choosing the right "bucket" for your RIA is an important first step before executing any SEO or marketing tactics.
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    10 mins
  • How I Write High-quality Articles Using AI

    How I Write High-quality Articles Using AI
    Jan 2 2026

    Over and over, marketing experts tell financial advisors to create more content in order to market their firms. But advisors struggle to make time for it and often don't have the expertise to create unique high quality content such as articles and blog posts.

    We will talk through how I use AI to create unique, high quality blog content (that actually sounds good!) in very little time.
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    21 mins