Corey Keating – Unfiltered

In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry.

• Nic's business and the type of clients Know My Plan serves
• What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan
• Bullish outlook on financial advice and how Nic sees the industry evolving
• Nic opens up about his goal to continue growing Know My Plan to help as many people as possible plan for their ideal lives
• Silly NBA wrap-up (offseason and upcoming)

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

In this clip I'm consulting with a financial advisor about how to create a social media presence that works, and how to rebuild one that's broken.

• How can you quantify it?
• What metrics will be most meaningful?

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

A clip from a recent client consultation meeting:

• "What should my message be to attract more clients?"

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

It was barely an idea in 2021 and today they've got employees, an office and a kitchen.

• How they built it
• Challenges
• What's next

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Grove Cookie Company: 

I recently joined the Firm Transitions podcast with Corey Walen to discuss financial advisor marketing:

• If you’re not talking about your business for yourself, who is?
• What are the most successful FA’s doing?
• How much business do you lose in the due diligence process?
• I  don’t know what kind of content to create?

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Corey's details: 

Authenticity, overcoming self-doubt, building as an entrepreneur, staying in safety. An inspiring and motivating conversation with Henna Pryor, 2x TEDx Speaker, Author, Executive Coach, and Workplace Performance Expert.

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Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing:

• How do you define your wins
• I'm always careful saying you "have to"
• Handling "competition"
• The upcoming transfer of generational assets

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Jackie's details: 

How financial advisors and the financial industry as a whole can change the trajectory of their business through content marketing. A clip from the Get Advisor Fit podcast with Olivia Luper.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Capturing content when delivering your authentic response will always be your best commercial.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Natalie Windle Fell, Writer & Author joins me to talk about leaving a secure corporate position to chase her authentic self and dreams. 

• Corporate departure and the REAL challenges (personal loan!)
• Honest conversation about finding your authentic self, self development 
• If you can no longer ignore that voice, know that you CAN take the leap

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Nat's details: 

Throwback excerpt from the Advisor to Advisor show with Ryan Stark. 

• How do you "convert" the attention your getting on social into clients?
• Value, value, value... Can I do anything for you?
• Earn your way to clients by being a part of "their" community

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

A clip from a marketing consultation meeting with a financial advisor. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

The Future of Advice, featuring Director of Applied Insights, John Diehl, CFP®, Hartford Funds.

• Do you have your audiences attention?
• Education and longevity are raising the expectations for advice
• In this meeting, John discusses the evolving context an authentic client-focused framework and how to maintain it

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This is a full interview along with Q&A I did with John Stadtmueller and the Good Advisors Finish First community. 

• It's probably the #1 thing holding the entire industry back
• Glaring marketing opportunities in financial services
• Authenticity, vulnerability, focus
• Top 3 things FAs are missing
• Corporate perception

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

An interview with Chris Homa, from Red Rock Strategic Partners. He and I sat down and he proposed five questions relating to current opportunities in retail wealth management. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This episode is about creating, distributing, and sharing with intention.

Is your ideal client, your avatar on top of mind when creating content that you hope leads to business?

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Full episode from my conversation with Olivia Luper: The State of Financial Marketing.

• What to grow your business?
• What I wish I could solve?
• Where to start?
• Where to stay focused?

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Enjoy this clip where I'm asked: "What I wish I could solve in FA marketing?"

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

I'm back! 

Fix Your Message & Grow Your Business, featuring TEDx and Global Keynote Speaker, Henna Pryor, MSA, PCC

• A single email and DM has the power to attract a new prospect and increase your visibility
• A poor message destroys your opportunity, whereas a good message gives you a REAL chance
• This meeting is PURE value-add

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This is a GREAT episode. I promise you'll get some alpha out of this. 

As an advisor or boutique investment manager: You need to build a business that people WANT to work with. You can't control the behind-the-scenes due diligence that people are doing and you have no idea when or why you're not capturing more business. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

💙💛 Ukraine. 

It might not be "marketing as usual" right now, but there's still a lot you can do. In this episode I share some things to think about as we navigate the current global climate and how you can continue to promote, grow, and market your business while remaining sensitive to the situation in Ukraine. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Enjoy this FULL interview from the Desk Side Chat series with John Stadmueller of Good Advisors Finish First. 

• How to I begin to increase my attention to bring in new business?
• For an advisor who's hungry to create content, how would you coach them to get started?
• Why do firms create and spend so much on creating this content/marketing? How are they not figuring it out?
• Would you consume it? That's the first filter.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Did the back-office create the social media team and develop content to help financial advisors, or do they create it to tell financial advisors they "have it" and "do it?"

An excerpt from the Good Advisors Finish First open table discussion with John Stadmueller. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

We are living through a moment in time and I implore you to PLEASE start taking advantage of it. Many of you will recap the year with one of two statements in December: 

• I wish I had, or
• Because I tried...

I really hope that this inspires you to revisit your marketing plans. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This is Part 1 of Ask Me Anything. First of all, thank you for your questions, I hope I did a good job addressing and answering them.

In this episode: 

1. We have a marketing team but our content feels cookie cutter. How do we get past that?
2. Marketings not my thing but I know it's important toward taking my business to the next level. What should I do?
3. I get great engagement on LinkedIn but if I’m being honest it just feels like people within my industry who are the one’s engaging? Aren’t I just wasting my time?

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Wholesalers, this one's for you. Here's 10 minutes on how to standout and become a more consumable marketer within your territory.

You have a deep library full of content that you're not tapping into. Also, (8:25) please make this change immediately. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This episode is about taking a closer look at your marketing activity. What is the intention and does it land with your consumer base? This is a REALLY great episode and one that everyone who touches, impacts, and creates marketing content should listen to. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This is a must listen episode to all decision makers and senior leaders at boutique and small asset management firms. This is a recorded consultation between myself and a boutique asset manager as I explain the great missed opportunity as they continue to roll out the same contrived content influenced by the Goliaths. This is one of my favorite episodes to date, I hope it helps. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Two part episode here. (Part 1) Start by creating and doing what comes most natural to you and your firm. Take the overwhelming "We need to have it all done strategically" out of it and you'll be surprised what you can build. (Part 2) [7:21] If you want to beat yourself up that you're not doing enough marketing, do so knowing that the ones who you look up to likely have help. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Once again, my friend Nic Nielsen joins the Unfiltered podcast to have a discussion about the current state of financial marketing, what he and his firm have on their plate heading into 2022, and as always where the low-hanging fruit opportunities are and how so many advisors and asset managers alike are just missing the boat.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This might be one of my favorite rants/episodes. This is a raw, off the cuff message about getting rid of the excuses and starting. Enough kicking the can, punting, telling ourselves that we're "going to."

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

November and December are the best time of year for increasing your reach, gaining attention, getting your content consumed. Don't sleep on this opportunity. 

Future episode: Ask me anything / Q&A. If you have a question you'd like to me address, please shoot me an email (below) or DM/contact me however you want. I look forward to your questions. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

As the consumable content mediums evolve our content HAS to evolve with them. The greatest detriment to a successful marketing plan and our growth is that we fall asleep at the wheel. Progression will result in continued attention.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

How Are YOU Getting In Front Of The Humans You Want To Work With?

Let's have an honest conversation about how often we're getting in front of the people that we want to do business with?

This is a quick episode and I encourage you to listen front-to-back. There's some real value that I circle back to in the last couple of minutes. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

What's the "New Normal?, What's Next?". The recent "LinkedIn is Changing" and "Content is Shallow" episode sparked quite a bit of feedback which I'm psyched to talk about on this episode. Here are the Cliff Notes: We've been professional land-grabbing and as the organic reach declines, we need to make sure that we're building and establishing our on-demand content libraries. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

LinkedIn is changing. I believe that recently there's less quality content being created today than since before the pandemic began. A few reason why: Fatigue, return to more normal environments, less time, out of rhythm from summer, LinkedIn reach. We're human and it's okay and perfectly normal to take extended breaks. I'm happy to be back with you and I hope you enjoy today's episode! 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This is a mashup taken from the MCo Advisors weekly VLOG (002). In this episode I address how firms are mimicking the industry "standard," why making more noise is the answer to generating more conversations, the structure of a weekly email, and more. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Content is so important. Don’t lose focus on creating great content by worrying about ROI. Nothing will happen if prospects don’t know who you are and what you’re about. If you create authentic, consumable content, in a matter of time it will change your business and your life.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

This week I was a featured guest on the 401(k) club group session hosted by Jake Rushton.

We talked about my background and MCo as well as a wide range of topics related to marketing strategy and what I believes works and grows businesses in today’s industry. 

This episode is jam packed full of value. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Ryan and I have an in-depth conversation about my background in the industry and focus in on the state of being an asset manager in today's world.

We answer the questions:

-What holds asset managers back

-What gets in their way

-What frame of mind are they in

-Why they make the decisions they make

-What asset managers can do to unlock more growth potential

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Keep your avatar in mind when you’re marketing.

You know why your audience is on LinkedIn, so make content that you know they’ll WANT to stop scrolling for.

Market with intent and your engagement will show the difference.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Social media is full of recycled content that inevitably gets predictable and boring.

You need to make content that YOU would want to consume.

Try new things, new platforms, push boundaries. See what impacts your audience and what doesn’t.

That’s how you stay relevant.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

What’s better: posting shitty content or posting nothing at all?

At first thought it seems like posting nothing would be the logical answer. But authentic content that creates attention even if you think it’s bad is always better than people forgetting about you.

Not everything you create is going to hit, but being nowhere is never going to move your brand forward.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Being present on YouTube is so important.

Unlike LinkedIn or Instagram where your content is more of an interruption, people go to YouTube with the intent to watch content.

You use it as not only your brand channel but also a personal channel where viewers can learn more about who you are and what you do.

Build up your pillar content and post quality content, and your audience will find you.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Who are you competing against? Most advisors would say they’re competing against the other mutual fund companies or asset managers. In reality, you’re competing with everybody and everything going on in the feed. Anything can pull someone’s attention, so put content out that everyone wants to consume. That’s how you win.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Think about your personal brand like a tv channel. The ultimate goal is to be someone’s favorite channel to visit and have people who will consume all the content you put out. Eliminating commercials and posting consistent relatable content will help you achieve that and connect with your audience.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

The most successful creators are the ones that tell stories that build brand with their content. If your content is enjoyable to consume will perform better and ultimately make you stand out from other advisors. This episode is all about creating less commercials and telling more stories. 

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Nic Nielsen (financial advisor) joins me on the UNFILTERED with Corey Keating podcast. We have a fun conversation that goes in several directions, enjoy! (Business conversation starts at 7:15)

• Nic's past: Becoming a financial advisor, transitioning from "the bank," and growing his business, Know My Plan.
• Who are you talking to? Are you speaking to your avatar client?
• If you're tired of LinkedIn it's just more for me.
• Random NBA talk 🏀 (55:00)

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

How do you know if you’re hiring the right people? The process of finding talent that understands what you need is difficult but taking the time to listen and look for the right things will help you build a successful team in the long run. This episode is all about advice on hiring and what skills you should be looking for in candidates.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

Tracy Jepson, CEO of Kantex Financial, joins me for a conversation all about building business, pricing structure, and creating your own destiny.

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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com