Episodios

  • More Automations Will Not Fix All Your Problems in Your RIA
    Feb 6 2026

    It seems like we as financial advisors, are looking for the ultimate utopia of automating everything. But does that really exist? And more importantly, is that what we should be pursuing?

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    11 m
  • SEO Strategies for "Bucket 3" – National With No Niche
    Jan 30 2026

    Today we will talk about how to approach online marketing if you fall into "bucket 3" – nationally focused was no strong niche.

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    14 m
  • SEO Strategies for "Bucket 2" – National With a Strong Niche
    Jan 23 2026

    SEO and marketing works differently if you are nationally focused with a strong niche.

    Today we will discuss what to do if you're in "bucket 2" and how to use SEO (including when not to use it).

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    13 m
  • SEO Strategies for "Bucket 1" – Local Search
    Jan 16 2026

    In a previous episode, we talked about the importance of defining which "bucket" your RIA falls into for SEO and marketing.

    Today we will discuss specific strategies for SEO if you focus in your local market (bucket 1).

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    19 m
  • 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 m
  • 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 m
  • Trailer (Introduction to Ops & Impact)
    Nov 19 2025

    A preview episode with a little background information before the podcast officially launches.

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    3 m