Storytelling isn’t just an art—it can also be a system. In a profession like financial services, built on trust, the right story can move someone from hesitation to action. But in some cases it’s knowing how to tell a story is the hard part. Here’s a simple framework you can use to craft stories that connect with your clients and prospects
I want to introduce you to what we call the AI-Powered Financial Services Practice. This isn’t the future. This is now — and it’s transforming the way top advisors operate. Here are 8 powerful tools financial advisors are using right now.
I want to introduce you to what we call the AI-Powered Financial Services Practice. This isn’t the future. This is now — and it’s transforming the way top advisors operate. Here are 8 powerful tools financial advisors are using right now.
There’s a seismic shift happening in college athletics — and it’s creating a $20.5 million opportunity at every major university. My work as a professor at Oklahoma State and through an organization I created called The Brand Squad, I have found myself front and center with this issue.
Following the House v. NCAA settlement, schools will soon begin sharing revenue directly with student-athletes — up to $20.5 million annually per school. That’s not NIL. It’s university-distributed income or required revenue sharing that will flow into the hands of student-athletes.
Financial advisors are highly educated, many are deeply experienced, and genuinely committed to delivering exceptional value to your clients. You’ve earned top certifications, developed specialized expertise, and consistently go above and beyond to help your clients achieve financial security. Yet, despite this incredible skill set, too many advisors shy away from actively marketing themselves, believing that their expertise alone should naturally attract clients.
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