Planning for the Highly Compensated
The Financial Advocate
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Teaching Children Financial Literacy
The Financial Advocate
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy! Check out Sammy Rabbit below:
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10 Minutes of Marketing
The Financial Advocate
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone. This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners. We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's...
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Economic Update: Where are we headed?
The Financial Advocate
The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of the coronavirus eventually catch up with the stock market in the long term? Will we see an eviction and foreclosure issue? Where are we heading? Enjoy this FB live episode: “Economic Update: Where Are We Headed?”
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Finance, Life & LinkedIn
The Financial Advocate
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.
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A Successful Sales Mindset
The Financial Advocate
Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets of wisdom to stay mentally strong during such a tough career.
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Building Your Relationship with Money
The Financial Advocate
Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙”Building Your Relationship with Money” Christine is well known on LinkedIn, but if you haven’t had a chance to connect with her - I recommend it. You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always appreciate her positive attitude and spiritual views that you can feel from her videos. Here are some topics we cover during the podcast 🎙: ▪️Christine’s transition from corporate to business owner ▪️The importance of...
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Parenting Professionals of LinkedIn
The Financial Advocate
'PARENTING PROFESSIONALS OF LINKEDIN' I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent. Long story short, I walked in and out of a grocery store multiple times holding my daughter looking for my car keys...which were around my neck the whole time. Lisa is a real breath of fresh air for LinkedIn as she is one of the realest people I have met on here. I have learned a lot just from following along. I really encourage any parents, especially mothers, &...
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Side Hustle: Collecting Sports Cards
The Financial Advocate
This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been collecting cards for a while now and has started to get good at selling them. Listen to his story as he just started high school and this is a really interesting way to make money.
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Disability Insurance Podcast
The Financial Advocate
The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think about yourself getting hurt or dying. It is important to plan properly and to protect yourself and your family. This coronavirus is a good reminder that most of the time we use disability insurance is because we are sick, not because we are physically inured.
info_outlineWe are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong as ever. Stick around because we have a lot of new cases and topics to talk about.