My passion is helping financial advisors understand digital marketing strategies and switch their mindset from an “outbound cold sales” to a “warm inbound” approach. The strategies I teach (including optimal website design, SEO, content marketing, social media and video) have helped thousands of advisors to experience significant organic growth and new business over the last five years.
Over 10,000 financial professionals have heard me deliver this message on stage at financial conferences, and even more have read about it in the pages of well-known industry publications.
In 2020, I was honored with the InvestmentNews 40 Under 40 award and that same year was honored to be named to the “10 to Watch” list by WealthManagement.com.
I was part of the original five person team that launched Twenty Over Ten and now serve as Chief Evangelist at FMG Suite. There is nothing I find more inspiring than being able to empower advisors to market themselves effectively, and I get a thrill from each message I receive from those financial advisors who are enjoying returns on their marketing investments.