Dec 11, 2020

Robyn Sechler joins us to discuss how she created a value-add product for estate planning and elder law clients.

Our conversation touches on the importance of how recording and tracking memories can benefit you and your clients. Through her touching story, we learn how Robyn came about this impactful idea.

What are your...

Dec 4, 2020

How do you balance making money with doing the things that make the money? This is the big question we are exploring in this episode.

Nicole Wipp is a successful estate planning attorney who spends her time between Michigan and Hawaii. She is also a business coach with an entrepreneurial spirit.

Nicole is here to share...

Nov 27, 2020

The phone will make you rich. You have thousands of dollars, just sitting and waiting for you in your database. We recently found a potential $364,000 just sitting in a client's database.

In this episode, we are teaching you how and why you need to be using your database to boost your marketing.

Keep it super simple and...

Nov 23, 2020

How do you know if your marketing is effective? Where do you start?

Marketing can be tricky. Which KPIs and metrics should be anchored to your marketing initiatives.

Start by creating a marketing plan. It doesn't have to be fancy. You can keep it simple to start by listing each marketing initiative as a line item on a...

Nov 13, 2020

We’re diving into how to effectively use the 3-part framework of Hook, Story, and Offer as the core of your marketing strategy.

2020 is not done. Now is the time for you to end the year strong and set up the framework to get your model perfected. Create a message that you can expand depending on where you are using...