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Happy Saturday!
I have a special one for you today - 144 Experts across 12 topics that are super important to the business of running a financial advising practice.
Table of Contents
I selected these 12 topics based on the material covered in the Conneqtor program by Derek Notman (you’ll see why eventually).
Ok, so why the quote about knowledge and wisdom?
The internet released enormous amounts of information to the people.
AI is exponentially going to increase the access to that information and the proliferation of more information.
You can watch Blake’s video linked under the quote, but the reality is, The Age of Information is ending. There’s soooo much information that at one level, it’s basically worthless now.
If not implemented correctly, that is.
Another way that information can become useless is when you listen to too many people at the same time.
Enter my favorite image:
Let’s say you listen to 12 different experts on email marketing, each with their own methods, tech stacks, courses, books, etc.
You could take everything you learn and organize it into your email marketing plan, but more likely, you’ll get overwhelmed with all the options and possibly take no action at all. Hence why the information of 12 experts at once becomes worthless.
On the other hand, if you pick one, and follow their method to the T, and keep at it for many months… you’ll probably make some progress. Like the arrow on the right.
Wisdom is the right use of knowledge. To know is not to be wise. Many men know a great deal, and are all the greater fools for it. There is no fool so great a fool as a knowing fool. But to know how to use knowledge is to have wisdom.
So why am I saying this before providing a list of 144 experts???
Focus. That’s all. You can spend your whole life learning and never do. Or consuming and never create.
Disclaimer
I am ordering each list by LinkedIn followers. People with “500” don’t have their follower count showing.
I tried to pick the best niche for each person, but obviously some people work across niches.
I was aiming for 12 experts per the 12 categories, but some had way more per category, and some had less, so I went with 144 overall.
Lastly, if you’re not listed, and you feel like you should have been, I’m sorry.
Now a word from our Sponsor:
Real Success Stories: How Financial Advisors Thrive with PreciseFP
Start your 14-day Free Trial here. Or hire one of the AdvisorTech experts below to help you IMPLEMENT it… precisely.
The List
Interesting tidbit here on per Category:
Now let’s see if these experts can write LinkedIn headlines… I certainly hope the LinkedIn ones can! :)
1. Business Planning
If you’re working too much, making too little, and not getting the things you need to be getting done… these experts can help you.
30,688 - Duncan MacPherson - Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
18,996 - David DeCelle - Compulsive Learner | Advisor Turned Entrepreneur | Empowering Financial Planning Firms & Advisors | Grateful Leader
15,763 - Marc Butler - Advisor | Board Member | Operator & Innovator | Author
12,193 - Matthew Jarvis - Unlocking Massive Value - The Next Phase of Delivering Massive Value
10,233 - Jennifer Goldman - Business Operations Transformer and Integrator - Speaker - COO Trainer
9,378 - Libby Greiwe - The Efficient Advisor Podcast | Helping Financial Advisors create systems and processes so that they can work less, get out of overwhelm, and build a business and life that they love.
8,742 - Stephanie Bogan - High-Performance Business Coach to advisors, leaders & founders | Author, Speaker, Entrepreneur
8,219 - Dennis Moseley-Williams - Keynote Speaker & Business Consultant. Client Experience Expert helping small business owners grow. A speaker who isn't afraid to question your perspective.
6,426 - Cameo Roberson - We help RIAs and Financial Advisors ALIGN their teams and systems to drive 7+ figure growth, exit or scale. Learn what we can do LinkedIn Top Voice | Author | Speaker [atlasparkco.com]
6,365 - Rob Brown - Empowering financial advisors, financial planners, and RIAs to develop highly profitable, purpose-driven, and client-centric businesses. Executive Coach | Author | Podcaster | Speaker
5,959 - Steve Sanduski - Business Coach to high-performing financial advisors.
5,630 - Erin Botsford - Founder & CEO at The Advisor Authority | Barron's Top 100 Advisor | Author of Seven Figure Firm | Speaker
3,518 - Amy DeTolla - Wealth Transformation Leader & Connector | M&A Strategy | Venture Partner |Wealth Tech Accelerator |Wealth Platform Design & Execution
3,426 - Shauna Mace - Head of Practice Management, Managing Director at SEI | I help advisors and their teams grow through actionable insights and tools | Growth consultant and coach | FOLLOW ME for tips and tools, lets grow!
3,393 - Jason Mirabella - Founder of Deliver Advice | Creating Human-Centered, High-Growth, Scalable Financial Advisory Firms Through Strategic Collaboration
3,100 - Paul Kingsman - Olympic Medalist, Speaker, Ash Brokerage Practice Management Director Helping Financial Advisors Overcome Distractions and Succeed Sooner. Learn words to Say It So It Sticks and fresh ideas to help stay top of mind.
2,676 - Adam Cmejla - Helping optometric practice owners plan life, on purpose | Host of 20/20 Money Podcast | 2021 @InvestmentNews 40 Under 40 | Investopedia Top 100 Advisors 2019
2,457 - Lauren Kaufman - Consultant to Top-Performing Advisors and Their Teams | ClientWise | Past-President, Young Women's Alliance
1,995 - Phillip Fournier - Financial Services Executive Leader: Strategic Planning , Client Experience , Operations , Corporate & NPO
1,859 - Michael Casciano - Helping RIAs Push Less Buttons
1,101 - Stephanie Reilly - Actually actionable practice management / Finding advisors growth from within / Thought leader / Modern content creator
500 - Natalie Bergsma - Leadership & Business Coach, Implementer, Boss Mom, Speaker and Founder of BeyondFA & Anxious Mommas
500 - Angie Herbers - Managing Partner at Herbers & Company
500 - Heath Jackson - I assist executives and business owners in achieving exponential revenue growth through expert consulting and coaching services | Business Consultant & Coach for Financial Advisors
500 - Eliza De Pardo - Founder and Director of Consulting at De Pardo Consulting
500 - Paul Saganey - Founder, Integrated Partners - a national organization created to help successful financial advisors build the practice of their dreams
500 - Sten Morgan - President, CERTIFIED FINANCIAL PLANNER, Investment News Top 40 under 40 Financial Advisers Nationally
500 - Micah Shilanski - Financial Planner
498 - Sarah Cain - Partnering with purpose-driven big thinkers to make amazing things happen
2. AdvisorTech
If you’re spending too much, not fully utilizing your tech stack, frustrated with your team’s efficiency… these experts can help you.
16,086 - John O'Connell - Bestselling Author | Keynote Speaker | Investment News Hot 100 | Solves Wealth Management & WealthTech complex challenges in Technology, Cybersecurity, AI, & Data
3,045 - Ben Olsen - I help RIAs build AI automations to streamline operations and scale without increasing headcount | AI consultant & engineer | Founder @ Beemo Automation | Follow me for tips on using AI
2,797 - Charesse Spiller - Founder & Principal Consultant at Level Best, Creator of FinOps Co-op®
2,676 - Kate Guillen - Helping advisors grow and scale their business while consistently delivering an amazing client service experience
2,485 - Stephanie Dannebaum - CRM Consultant | Custom Solutions to Achieve Sustainable Business Success for Financial Advisory Firms
830 - Jeffrey Rusin - We Build Workflows, Processes, & Automations For RIAs Ready To Grow.
500 - Michael Whitman - Virtual Financial Planner
500 - Michelle Odom - Helping growth-minded RIAs optimize their technology!
500 - James Cantwell - Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers
500 - Arielle Minicozzi - Founder of Sphynx, Automation Queen | Certified Zapier Expert
500 - Verity Larsen - Founder & CEO at Versoft Consulting
500 - Kristen Schmidt - Technology Strategist | Speaker | Consultant
3. Compliance
If you don’t feel ready for an audit… these experts can help you.
18,064 - Leila Shaver - Owner of My RIA Lawyer, Outsourced CCO and General Counsel to SEC registered firms, Securities Attorney, Compliance Nerd, Speaker, Educator, Lip-sync enthusiast
8,712 - Cory Roberson - Founder | CEO - FIN Group | Compliance | Sales | Integration Systems for FINServ Firms, Fractional Execs, and Consultants | Advisor | Mentor
1,952 - Chris Stanley - Founder @ Beach Street Legal LLC - a law firm & compliance consultancy for entrepreneurial investment advisers & financial planners. Otherwise outdoors.
963 - Kristen Guerrero - Owner | RIA Compliance Consultant | RIA Registrations | Compliance Services
921 - Jennifer Krakower - Partner at AdvisorAssist, LLC
903 - Nancy Harry - RIA Compliance Consultant, Founder - True West LLC
500 - Daniel Rome - Attorney & Business Owner
500 - Elizabeth Cope - CEO & Lead Compliance Consultant at SEC Compliance Solutions LLC
500 - Jamie Schlag - Director at Essential Edge Compliance Outsourcing Services, Inc.
500 - Kent Keister - RIA Outsourced CCO & Compliance Consultant | Providing RIAs with Customized Compliance & Common-Sense Solutions
500 - Scott Snipkie - Compliance Consultant at Adviser Compliance Services
500 - Scott Gill - RIA Compliance Consultant, Entrepreneur, Innovator
500 - Kimberly McEnaney - President at Cerulean Securities Compliance, LLC
263 - Mark Bell - Former Securities Examiner Reducing Compliance Headaches for Small and Medium RIAs. Founding board member for start-up non-profit offering an alternative to dying alone on the street.
201 - Jan Huff - Compliance Consultant | Health Mentor
4. Niches & Prospecting
If you don’t have enough leads, aren’t converting well, or don’t know even who your ideal prospects are… these experts can help you.
20,473 - Kristin Shea - Busting the industry wide open with my best-seller: The Truth About Digital Marketing for Financial Advisors. Grab your copy below and get ready for marketing & industry truth bombs
11,519 - Jackie Wilke - Innovative Business Dev & Practice Management | Proven Strategies of Future-focused, Next Gen Financial Pro's & RIA's | Women, Next Gen, Family Wealth | Author: Insights & Innovations
10,755 - Simon Granner - $300k+ Advisor? Build Your Family Office. Find Your Flow.
5,678 - Olivia Luper - Helping Finpros build brand awareness, grow their network, and land more clients they love.
4,992 - Niki Clark - Non-Boring Marketing for Financial Advisors
4,374 - Joshua Wilson - Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Board Member | Speaker | Professor ✠"The Brain Decides Before the Mind Knows!"
3,524 - Kristen Luke - Financial Advisor Niche Marketing Consultant | Author of "Uncomparable"
3,388 - Natalie Hales - Brand Strategist helping financial advisors discover their niche, craft their positioning, and tell their stories to attract their dream clients. Turning Advisors into
2,638 - Jacob Wagner - The Devoted Client Attraction Method - Fractional CMO for RIAs and fee-only CFP Professionals.
1,952 - Ryan Ross - IFA Marketing & Triathlons
5. Websites & SEO
If your website looks like it was made in the 1990’s and nobody is looking at it anyway… these experts can help you.
6,155 - Brent Carnduff - SEO for Financial Advisors
4,068 - Brian Thorp - Founder and CEO at Wealthtender | [email protected]
3,647 - Lauren Hong - Financial Services Marketer | Brand Strategist | Passionate about Integrated Marketing and Growing Teams
2,949 - Manda Szewczyk - Marketing Overhauls for Financial Advisors & RIAs | Sharing digital marketing tips
1,678 - Kendra Wright - Marketing For Advisors | Co-host: Advisor Marketing Made Simple
1,277 - Colton Etherton - I build unique websites for financial advisors that help you: Stand out online. Tell your story. And grow your business.
1,225 - Graham Turner - SaaS Leader & Executive
642 - Taylen Sather - Marketing & Design for Advisors | Owner & Founder, Aryze Design
500 - Ben Lilly-Perron - Founder, Advisor Designs
500 - Mikel Bruce - WordPress Website Design | Web Development | Hosting & Maintenance
396 - Dean Symington - Helping Financial Advisors Boost their Online Presence | Website Business Expert.
If you want to put out written content, but don’t know how, or what to write, or your writing so far hasn’t converted… these experts can help you.
13,643 - James Pollard - Host of "Financial Advisor Marketing" Podcast | Founder of TheAdvisorCoach.com
10,048 - Charlie Van Derven - Fractional CMO & Marketing Automation Expert , Certified Performance Coach , Helping Independent Advisors & RIAs Create More Efficient and Scalable Practices , Podcast Host
9,856 - Donnie Bryant - Financial Copywriter & Copy Consultant | I've helped clients boost revenue by 3X to 7X
6,321 - Robert Sofia - Founder & CEO at Snappy Kraken
4,327 - Gerry Black - Sales + SEO Copywriter | Website Copywriter | Marketing Strategist
2,145 - Thilini Wijesinhe - Content for finance and real estate businesses | Building a remote business
1,954 - Ashby Daniels - Creator of Money Visuals | Rational Investor Newsletter | Permanent Owner of Equities & Long-Term Optimist | Posts Not Advice
1,266 - Zoe Meggert - CEO of Perfectly Planned Content | I help financial advisors create elevated content marketing solutions.
684 - Rachel Hanley - Copywriter for Financial Professionals and Marketing Agencies
500 - Becca Rose - Finance Copywriter and Marketing Consultant | Helping Purpose-Driven Financial Brands Make a Difference and Grow Exponentially with Top-of-the-Line Copy | Mission & Impact Led
500 - Francesca McLin - Marketer | Copywriter | Helping growth-oriented FAs scale with marketing & sales systems
448 - Inez Kirchner - Copywriter, Communication Strategist | Creative storytelling that connects and engages with your ideal customer.
7. LinkedIn Marketing
If you want to build an audience on LinkedIn, or be cool like Josh Brown and Mando Sallavanti… these experts can help you.
659,754 - Justin Welsh - Building my one-person business to $10M in revenue and sharing everything I learn along the way.
52,074 - Matt Lakajev - Build your business on LinkedIn , DM me to get started
40,609 - Samantha Russell - Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com,10 to Watch | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm
38,100 - Jeremiah Desmarais - Helping Build a Stronger Financial Planning Community | NASDAQ | TEDx | Forbes Council | Keynote Speaker
36,633 - Holly Crawshaw - I help you build a brand + grow an audience on LinkedIn. || LinkedIn Coach + Ghostwriter || New York Times Best-Selling Ghostwriter
30,124 - Mando Sallavanti III - Build passive income, retire early, & travel | Financial Planning for Sales Executives & Entrepreneurs | Trusted Advisor to 65+ Families | Unlock Your Path to Freedom Today and DM 'PLAN' to Start
16,283 - Philip Calvert - UK’s most experienced marketing specialist for financial advisers. I help IFAs attract high value clients, while my online communities support them in achieving outstanding client outcomes. Subscribe to my newsletter
13,976 - Bill Cates - Helping Financial Professionals & Companies Attract More Ideal Clients through More Compelling Value, Referrals, and Introductions -- Consultant, Coach, Speaker and Podcaster
13,929 - Kevin Nichols - … Author of The Indispensable LinkedIn Sales Guide for Financial Advisors , Chief Operating Officer at Oechsli
5,855 - Kenneth Anderson - Creating and implementing effective strategies to connect financial advisors, business coaches/consultants with qualified high value prospects
4,699 - Susan Catalano - Fractional Digital Marketing Department to the Financial & Professional Services Industries , Lead Gen & Management , Content Marketing , LinkedIn Advertising , Marketing Automation/CRM , Website Services
8. Video Marketing
If you’re terrified of being on video, just skip this list… I mean these experts can help you.
19,572 - Danny DelVecchio - Elevating founders with social video. I'll put your video on "easy mode" and drive revenue on LinkedIn and beyond.
6,413 - Katie Braden - Founder, Advisor Video Marketing | Frac. Chief Evangelist, C&J Innovations | Almost Always Smiling
6,252 - David Vogel - Video strategist that helps businesses use visual storytelling to build trust and drive sales with videos created using our 100% remote video production services.
6,207 - Kerri Fernsworth - I help people share meaningful connections through storytelling.
4,758 - Nate Hoskin - Founder | Advisor | Content Creator | Investopedia Top 10 Most Influential Advisor 250k+ Followers Across Insta, TikTok, and LI
3,986 - Laura Garfield - Building authority and fueling business growth for financial advisors with a proven roadmap for video ROI l Professional Speaker | Co-founder of Idea Decanter | Hockey Mom
2,393 - Will Tarashuk - I help Financial Founders turn Text Posts into Vibrant Videos | Scale Video Content in 1 Hour Per Month | Founder Interviews for Finance Pros - Save More Time, Manage More Money
1,169 - Justin Green - Video Content Tips for Advisors & Financial Planner for Millennial Solopreneurs & employees w/ equity comp, Optimize cash flow, pay less taxes & invest more , Top 100 Advisor by Investopedia
964 - Cory Fossum - Corporate Video Producer + Photographer ¸ Specializing in powerful customer testimonial videos and brand stories + Headshots and Exec Portraits | Trusted by marketing teams in Tech, Construction, and Finance
500 - Sharon Gottula - Idea Decanter's Co-Founder & Creative Director | Video Marketing | Video Performance Coach- Paints with a blowtorch on the weekends.
500 - Jill Addison - Online Marketing for Independent Financial Advisors, RIAs, Loan Officers, and Medicare Agents/Brokers
9. Books / eBooks
If you want to write a book or ebook to gain credibility or use as a lead magnet / giveaway… these experts can help you.
30,384 - Kobus Kleyn - #workingfromhome until December
27,010 - Mac Gardner - Award winning Founder & CEO (Chief Education Officer) at FinLit Tech | Author | FinLit & FinTech Evangelist | Public Speaker
22,924 - Paul McManus - Bestselling Author | The Short Book Formula: A Financial Professional's Guide to Writing a Book In 6 Weeks to Attract Ideal Clients | Host of The Million Dollar Producer Show
7,536 - Dr. Preston Cherry - Founder | CEO | Author | Speaker | Professor. Let your life lead your money. We help affluent GenX live life fully AND secure retirement confidently!
7,073 - Derek Pollard - Copywriting that changes the narrative | Content marketing & book development for finance pros
6,094 - Jamie Bosse - Financial Planner | Author | Speaker | Financial Literacy Advocate
2,804 - Tony Steuer - Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor
500 - Michael Levin - Book Ghostwriter For Hedge Funds, Investment Banks, Memoirs, and Business Books | 2x NYT Best Selling Author | 3x #1 Amazon Nonfiction Best Seller | Corporate Leaders & Entrepreneurs Cell phone 617 543 3747.
10. Events - Seminars & Webinars
If you like throwing chicken dinners, but nobody is eating your chicken… Oh wait, I can do better than that. If you like sending out postcards, but all you’re doing is filling up trash cans… these experts can help you.
1,839 - Angela York - Event Planning Expert | Co-Founder of Event Advisors | Helping Financial Advisors Host Impactful Events and Grow Their Practice
1,699 - Elyse Stoner - Strategic Event Expert | Transforming Financial Advisors' Events into Memorable Experiences & Genuine Connections
500 - Dean Thurman - OSJ at InvestWise Financial & Co-Founder at White Glove
500 - Mike Thurman - Co-Founder at White Glove
500 - Cici Prsha - CEO & Founder, CJN Communications | Marketing and Event Planning Serving All-Stars in the Financial Services Industry
11. Sales
If you’re broke, or have low conversion rates, or think selling is sleezy… these experts can help you.
405,194 - John Barrows - I train sales pros to win more business by selling authentically | LinkedIn Top Sales Voice + Insider | Check out my course in the featured section
32,547 - Amy Parvaneh - LinkedIn Top Voice | Chief Marketing Officer to 100's of Businesses | Ask about my favorite financial advisors, lawyers and CPAs
10,625 - Rob Jolles - Teaching, Entertaining, & Inspiring Audiences Worldwide
9,635 - Michael Goldberg - Training Sales Producers How to Network and Generate More Prospects, More Referrals, More Business | Specializing in the Insurance & Financial Services Industry
6,099 - Nancy Bleeke Noël - Equipping Relationship-Driven Financial Professionals to Consistently Grow Revenue with a Genuine and Ethical Approach
4,133 - Susan Danzig - Certified Business Development Coach for Financial Advisors | Grow Your Assets Under Management (AUM) | Business Coach | Grow My Financial Services Business | Strategic Financial Services Marketing Plan
3,686 - Joe Lukacs - I Partner With Financial Advisor Organizations to Co-Coach Their Advisors & Teams. Fractional High-Performance Coach. Let's discuss adding 10%-20% of Additional Revenue Growth To Your FA Organization.
500 - Blair Enns - Founder, Win Without Pitching, ”sell & price like the expert you are
500 - Eszylfie Taylor - President at Taylor Insurance & Financial Services
500 - David Scranton - CLU, ChFC, CFP®, CFA, MSFS, Amazon Best Selling Author, National TV Host, and Founder of Sound Income Group, Scranton Financial Group, Sound Income Academy, Sound Income Strategies, and Retirement Income Source
500 - Phil Buchanan - Executive Chairman, Cannon Financial Institute
12. Human People
If your employees all keep leaving, or you check Redtail and there are pages and pages of inactive users… or if you’re growing so fast, you don’t have time to eat lunch (3rd most important meal of the day)… these experts can help you.
12,079 - Caleb Brown - Podcast Host | Recruiter | Consultant
9,941 - Jordan Christa - Wealth Management Matchmaker - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest, making meaningful connections that impact lives & support growth!
7,589 - Michael Connaughton - Redefining Wealth Management Team Building
7,500 - Blair Lewis - President @ GRN | Executive Recruitment, Financial Services
5,778 - Claire Vitale - Founder | Tailored Recruiting Solutions | Fire Wife | Mom
5,041 - Stephanie Roberts - CEO & RECRUITER HELPING FINANCIAL FIRMS, HIRE & BUILD A WINNING TEAM
4,396 - Eddy Ricci, Jr. - Founder | Talent Strategy & Acquisitions | Consulting & Connecting | Co-Founder of Lead Advisor - Firm Building for the Wealth Management Community |
3,966 - Will Kruer - I help FinServ, Payments, Accounting & Insurance firms find the right talent quickly & keep them long-term | 70% increased retention | 8.5% decrease talent acquisition spend
1,411 - Jacqueline Benjamin Hatherley - RIA Operations Expert "Opspert"/Fractional COO“ "Unlocking the Power of People: A Human-Centric Approach to Operations Excellence"
500 - Amy Kizer - I help financial advisors with HR "stuff" | Hockey Mom and Super Fan | Advocate for Independent Financial Advisors
500 - Erin Richey Carlson - Talent + Workplace Consultant
500 - Hunter Judson Jr. - Managing Partner, Wealth Management Practice Leader RIA/MFO/SFO Recruiting Expert
500 - Alex Hopkin - Founder of Simply Paraplanner
So, there you have it, all your problems fixed!
I have more to say, but alas, my time window to do it today is quickly closing.
Until Next Time,
Joe
Imagine if you could access all this expertise in one place? (In a focused way, of course!) Well, that’s the vision for Conneqtor.org.
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