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4 contributions to AdvisorTechBook LIVE 🎙️
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Mar 14 •
Ep 42. From Template Slop to AI Slop to REAL video-first advisor branding
with @Daniel Keever of Evergreen Financial Marketing
1 like • Mar 14
One of the best in the biz! 😀📹
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Feb 4 •
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
1 like • Feb 5
@Taylor Stewart Love it! 😀🎉
1 like • Feb 6
@Daniel Keever Thank you. 😊 All about keeping it Classy! And agree 100%! It's understandable for advisors (and anyone!) to be a little nervous about asking for online reviews for the first time, but if you asked every single one of the hundreds of advisors in our community who have now gathered their first online reviews, you'll hear every single one of them say they are VERY happy they took the leap. Clients LOVE their advisors! 🤩
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Jan 21 •
Ep 22. Custom Portfolios with Alex Graf from Modelist
@Alex Graf Connect with him here! https://www.linkedin.com/in/institutionalbizdev/
4 likes • Jan 22
When @Alex Graf talks, everyone should listen! Hi Alex! 👋😀
3 likes • Jan 22
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Jan 10 •
What is the ULTIMATE organic growth strategy? in your opinion
So clearly our industry has a massive organic growth problem... How do YOU think we fix this?
0 likes • Jan 11
@Niki Clark But those objects are so darn shiny! 😅
1-4 of 4
Active 43d ago
Joined Jan 11, 2026
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