Let's Build a Marketing Machine w/ Olivia Luper
Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn a lot in this episode. What strategies work best?...
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The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
September 07, 2023
Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn a lot in this episode. What strategies work best?...
September 01, 2023
Jerry and Adam consider the "performance mindset" with psychologist Dr. Jennifer Serlin. How should we think about success in the...
August 25, 2023
Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial...
August 18, 2023
Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the...
August 11, 2023
It's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out....
August 04, 2023
This week Jerry and Adam sit down with author and financial planner Chris Mamula to talk about the F.I.R.E way of life (Financial...
July 28, 2023
Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry...
July 21, 2023
In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC,...
July 14, 2023
This episode serves as a guide for any advisors considering making the jump to becoming an independent advisor.
July 07, 2023
Jerry and Adam give some last-minute help to the July test takers with this new iteration of a BIF Bites classic. The guys break...