JOHN P.
In this episode of Advisors Unscripted, technology CEO and advisor John P. explains why he thinks media offers the greatest leverage any financial advisor has in their business. He discusses how to incorporate AI into your routines, as well as how you can drive consistent engagement with clients and prospects. Creating your own story for clients, John says, is what will separate you from the noise of the other media stories they hear about the market every day. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
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April 1st, 2024
In this episode of Advisors Unscripted, technology CEO and advisor John P. explains why he thinks media offers the greatest leverage any financial advisor has in their business. He discusses how to incorporate AI into your routines, as well as how you can drive consistent engagement with clients and prospects. Creating your own story for clients, John says, is what will separate you from the noise of the other media stories they hear about the market every day.
March 25th, 2024
In today’s Advisors Unscripted, we speak with author, award-winning financial planner and CFP Board ambassador Cary C. about how she grew up learning from her father about money and finance. After working her way through leadership positions, she focused on serving as a voice for educating women about wealth. In 2019, Investopedia ranked her fourth in their Top 100 among financial planners in the country, but after her company was taken over by Goldman Sachs, her “whole world fell apart.” She explains how she put it back together.
March 18th, 2024
In this episode of Advisors Unscripted, we talk with Colin O. about how money has turned out not to be the prime directive of his work and life. He has committed to running a 1% fee-based financial advisory, electing not charge a percentage on his assets under management. Colin also discusses how his Tik Tok channel gained hundreds of thousands of views.
April 1, 2024
In this episode of Advisors Unscripted, technology CEO and advisor John P. explains why he thinks media offers the greatest leverage any financial advisor has in their business. He discusses how to incorporate AI into your routines, as well as how you can drive consistent engagement with clients and prospects. Creating your own story for clients, John says, is what will separate you from the noise of the other media stories they hear about the market every day.
March 25, 2024
In today’s Advisors Unscripted, we speak with author, award-winning financial planner and CFP Board ambassador Cary C. about how she grew up learning from her father about money and finance. After working her way through leadership positions, she focused on serving as a voice for educating women about wealth. In 2019, Investopedia ranked her fourth in their Top 100 among financial planners in the country, but after her company was taken over by Goldman Sachs, her “whole world fell apart.” She explains how she put it back together.
March 18, 2024
In this episode of Advisors Unscripted, we talk with Colin O. about how money has turned out not to be the prime directive of his work and life. He has committed to running a 1% fee-based financial advisory, electing not charge a percentage on his assets under management. Colin also discusses how his Tik Tok channel gained hundreds of thousands of views.
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