This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy!

Check out Sammy Rabbit below:

https://sammyrabbit.com/

I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.

This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners.

We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's podcast, "WHAT how?", a few weeks ago. He asked me questions about marketing with social media and how to approach new business from my POV as the planner.

In this episode, I ask him what he thinks as the marketer.

Thanks for listening!

The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of the coronavirus eventually catch up with the stock market in the long term? Will we see an eviction and foreclosure issue? Where are we heading? Enjoy this FB live episode: “Economic Update: Where Are We Headed?”

Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors. 

Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets of wisdom to stay mentally strong during such a tough career. 

Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙”Building Your Relationship with Money” Christine is well known on LinkedIn, but if you haven’t had a chance to connect with her - I recommend it. You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always appreciate her positive attitude and spiritual views that you can feel from her videos. Here are some topics we cover during the podcast 🎙: ▪️Christine’s transition from corporate to business owner ▪️The importance of budgeting ▪️Discussing money while dating ▪️Improving your overall relationship with money ▪️Focusing on net worth ▪️Taxes ▪️How to build relationships on LinkedIn We cover a lot in this 30 minutes podcast! We both work with money and love marketing, especially on LinkedIn, so these were really fun and easy topics to talk about.

'PARENTING PROFESSIONALS OF LINKEDIN'

I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent.

Long story short, I walked in and out of a grocery store multiple times holding my daughter looking for my car keys...which were around my neck the whole time.

Lisa is a real breath of fresh air for LinkedIn as she is one of the realest people I have met on here.

I have learned a lot just from following along. I really encourage any parents, especially mothers, & aspiring and currently practicing attorneys to follow her.

She shares professional tips and personal stories and I have felt nothing but value from her posts. She has a wealth of knowledge about working from home and being a parent so she has been a wonderful person to follow these past few weeks.

Follow her on LinkedIn: linkedin.com/in/lisa-goldkuhl-b7992a163

I hope you enjoy the podcast!

This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been collecting cards for a while now and has started to get good at selling them. Listen to his story as he just started high school and this is a really interesting way to make money. 

The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think about yourself getting hurt or dying. It is important to plan properly and to protect yourself and your family. This coronavirus is a good reminder that most of the time we use disability insurance is because we are sick, not because we are physically inured.

Have you even wondered how you would work with an advisor in another state? We have a few clients out of state that take advantage of our process and find it is just as personal as face to face meetings. We use Skype & Zoom for our 'screen to screen' meetings. We have formulated this process over the last few years to make sure it feels just as personal as sitting in front of us with the convenience of sitting at home.