YouTube
- Dave Zoller, Strealine My Practice: https://www.youtube.com/@davezoller
- Alex Hormozi: https://www.youtube.com/@AlexHormozi
- The Money Guy Show - https://www.youtube.com/@MoneyGuyShow
- Ben Felix: https://www.youtube.com/@BenFelixCSI
- Advisor Marketing Hub: https://www.youtube.com/@advisormarketinghub
- Codie Sanchez: https://www.youtube.com/@CodieSanchezCT
- Mark Kohler: https://www.youtube.com/markjkohler
- My First Million: https://www.youtube.com/@MyFirstMillionPod
Books
- The Advisor Playbook, Duncan MacPherson https://a.co/d/5wg1evh
- You2, Price Pritchett: https://a.co/d/doeKSnN
- The Language of Referrals, Bill Cates: https://a.co/d/doeKSnN
- Never Split the Difference, Chris Voss: https://a.co/d/0AOciFn
- The 2-Hour Cocktail Party, Nick Gray: https://a.co/d/etDGEqb
- $100M Leads, Alex Hormozi: https://a.co/d/7dCILFi
- How to Get a Meeting with Anyone, Stu Heinecke: https://a.co/d/cCpZE5E
- Willpower Doesn't Work, Benjamin Hardy: https://a.co/d/41olk9D
- Influence, Robert Cialdini: https://a.co/d/3sogXFD
- Pitch Anything, Oren Klaff: https://a.co/d/1ECUga4
- 80/20 Sales and Marketing, Perry Marshall: https://a.co/d/952cvAn
Podcasts
- Michael Kitces, Financial Advisor Success: https://www.kitces.com/podcast/
- Matthew Jarvis, the Perfect RIA: https://podcasts.apple.com/us/podcast/the-perfect-ria/id1358988073
- James Pollard, Financial Advisor Marketing Podcast: https://podcasts.apple.com/gb/podcast/financial-advisor-marketing-podcast/id1448057390
- Libby Greiwe, The Efficient Advisor: https://podcasts.apple.com/us/podcast/the-efficient-advisor-tactical-business-advice-for/id1600138482
- Bill Cates, Top Advisor Podcast: https://referralcoach.com/top-advisor-podcast-bill-cates/
- Olivia Luper, Get Advisor Fit: https://podcasts.apple.com/us/podcast/get-advisor-fit/id1592154413
- Matt Halloran, Top Advisor Marketing: https://podcasts.apple.com/us/podcast/top-advisor-marketing-podcast/id1191964341
- Brad Johnson- Do Business, Do Life: https://podcasts.apple.com/us/podcast/do-business-do-life-the-financial-advisor-podcast-dbdl/id1677151221
- Founders Podcast: https://www.founderspodcast.com/
Resources
- Jump App- AI notetaker: https://jumpapp.com/
- Aidentified- find your ideal prospects: https://www.aidentified.com/
- Finny- AI, data, prospecting with built in campaigns: https://www.finnyai.com/
- Wealth.com- estate planning: https://www.wealth.com/
- Holistiplan- tax planning software: https://www.holistiplan.com/
- Advisor Stream, all in one digital marketing: https://www.advisorstream.com/
- Leading Response- multi channel marketing & lead generation: https://leadingresponse.com/financial/
- Riskalyze- portfolio risk analysis:https://nitrogenwealth.com/riskalyze/
- White Glove- seminar marketing: https://www.whiteglove.com/
- Vroom- annuity leads: https://www.vroommediagroup.com/annuity