This is the second in a series of episodes where we will take you “in the trenches” with financial professionals that are using different modern media strategies to build their businesses.
J.D. Carlson used to be a professional surfer with no intentions of taking over the family 401(k) business. When his first career ended up being a washout, he changed his tune and ended up falling in love with financial services.
As part of his marketing efforts, he started the Retireholi(k)s YouTube series, where he and his team discuss topics related to 401(k)s in a fun way.
J.D. joins the show to share his experience leveraging video to educate and connect with potential clients while building his firm’s brand. You can watch this full episode on the Retireholi(k)s’ YouTube page.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
Deliver WOW client reviews
10 Women and wealth
Stop providing only investment advice
9 Guiding the social and environmentally conscious investor
Stop hoarding unprofitable clients
8 Custom target date funds: is the juice worth the squeeze?
Focus on quality clients
7 Fixed income: the way forward
6 Family conversations that should not be avoided
Start living your dream
5 Creating a client's retirement game plan
4 Telling your story: components to creating a compelling message
Building an effective practice featuring Steve Moore
3 Alternative investments: exploring the opportunities
2 Living to 100: helping make your clients' retirement years truly golden
1 Investor archetypes: tailoring your communication to match your clients' personality
Create your
podcast in
minutes
It is Free
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges