Top 20 Books Financial Advisors Should Read in 2020

We’ve updated our list for 2021. You can find the new list here. If you’re a financial advisor looking to step up your game this year, it’s not only crucial to be open to new ideas but also to continually seek out knowledge. One of the best ways to do this is by reading the… Read more »



Ep 77: These 20 People Will Take You to the Next Level (with Sean Carpenter)

  Sean Carpenter is a real estate agent with 20 years of experience, who Inman once listed as one of the Top 100 Most Influential Leaders in Real Estate. In addition to working as an agent, he now shares his wisdom with agents nationwide through his many speaking and consulting engagements. His philosophy is “build… Read more »


5 Ways You Can Increase Your ROI with Facebook’s Split Testing

Advertising on Facebook can be one of the most effective ways to get new leads and grow relationships. But, unless you go in with a plan, you’ll expend a lot of time, energy, and money perfecting your approach. Luckily, Facebook Ads Manager allows for split-testing, which means you can simultaneously test out different variables in… Read more »


Partnering with Local Businesses Using American Lifestyle magazine

One of the most effective ways to expand your brand visibility is to partner with a local business with American Lifestyle magazine. If forged correctly, partnerships provide high levels of exposure to new prospects you might not otherwise come into contact with. Here are some tips to make sure that the business you choose will… Read more »


Four wood blocks, each containing silhouettes of a person, placed on a map

3 Critical Factors to Consider When Choosing a Geographic Farm

Whether you’re brand new to real estate or just need to refill your pipeline of leads, farming is one of the very best ways to ensure you have enough listings to hit your goals for the months ahead. The idea behind farming is to connect with a targeted group of people consistently over a period… Read more »


A financial advisor raises their hands in the air

4 Effective Ways Advisors Can Get More Clients

If you’re a financial advisor who’s struggling to grow your book of business, let me start off by saying one thing: I hear you. Over the years, I’ve talked to a lot of people who work in financial services. One of the most common pain points they’ve shared, time and time again, is how difficult… Read more »


Avoid These Branding Mistakes

3 Branding Mistakes You’re Making

For most businesses, branding is something of a balancing act. It’s about creating a lasting impact without alienating any potential customers. Because of this, knowing what not to do is incredibly important. Today on Above the Noise, ReminderMedia graphic designer Chelsea Kirk explores three common branding mistakes (and explains what you should do instead). Video Transcription… Read more »


An investor clients looks into the camera

How to Retain Investors While Spending Less Money

When it comes to separating great financial advisors from decent financial advisors, returns aren’t always the most important factor. Sure, if you are losing client money, then you won’t be able to retain anyone. But the thing that matters most when it comes to maintaining and growing your book of business is client satisfaction. If… Read more »


A dollar bill is posed in front of a brick wall

Outside-the-Box Lead Gen Strategies for Financial Advisors

Lead generation is a hot topic for any service-based sales professional, and financial advisors are no exception. For any FA who wants to consistently grow their assets under management, dialing in lead generation can be the fastest way to achieve and maintain that growth. Marketing is often a make or break practice. If your methods… Read more »


Branding Tips for Rookie Real Estate Agents

Top 5 Branding Tips for Rookie Real Estate Agents

When you’re just starting out as a real estate agent, it’s all about getting your name out there and making connections. In other words, you need to focus on building your brand. Once you do that, you’ll earn the trust of prospects and win listings. From there, you can build lasting relationships and create a… Read more »


the-attention-economy

The Attention Economy

As I write this blog, I’m finding it hard to focus. There are a lot of temptations out there, and sweet distraction is only ever a few clicks away. We have computers in our pocket with a nearly infinite supply of content on them. Billion-dollar corporations curate that content and engineer the delivery of it… Read more »