In this article, I share steps 2 and 3 of my three-step process for how I used surge meetings to turn my chaotic practice around and triple our revenue in three years.

I share my three-step process for how I used surge meetings to turn my chaotic practice around and triple our revenue in three years. Step 1 is in this article, and steps 2 and 3 will be published tomorrow.

My guest today, Taylor Schulte, has achieved what virtually every advisor seeks but few attain. He has designed and implemented a successful digital marketing strategy that provides an ongoing source of qualified leads for his fast-growing advisory practice. He is here to share his knowledge of digital marketing tactics with our listeners.

Here are my five favorite podcasts for financial advisors in growth mode.

Let me help you learn from my mistakes. I’m a tech nerd. I go all-in when I find new tools that can improve my business.

Advisors can provide tax-planning services to grow their client base and provide more value to the people who trust them with their hard-earned money.

Before you rush out to search for retiring financial advisers whose practices you can purchase, understand that acquiring another firm will create more problems than it solves.