Your branding should be unique.  A valuable marketing strategy should connect your story to your prospect's story.    But crafting a message when you're not sure just who exactly your end client looks like is challenging to say the least. 

Listen in as Erik and Rich sit down with Jim Kalthoff from Deluxe as they discuss crafting a consistent branding message across various mediums.  Jim has been helping advisors create compelling marketing collateral for over 2 decades.  

By the way, did you know print media is back in vogue?   

Resources Mentioned: 

Jim.kaltholff@deluxe.com 

Learn more about Rich & Erik 

Contact email:  plannersdesk@ncfg.com 

Website: plannersdesk.com 

Please email the Financial Planners Desk to suggest topics or request to be a guest on a future episode.  

Technology can help us advisors scale our business...but it can also be a time suck if we don't choose the right solution for our practices.   

The right #techstack should help us improve our processes, increase the efficiency of our back offices, and add value to the client experience. 

Listen in as Rich and Erik discuss their tech journey, their favorite tech solutions, and how to pick the right solution for a financial advisor practice. 

Resources Mentioned:

Michael Kitecs 2021 Financial AdisorTech Solutions Map
Learn more about Rich & Erik 

Contact email:  plannersdesk@ncfg.com
Please email the Financial Planners Desk to suggest topics or request to be a guest on a future episode.

For many financial advisors, tax planning can be intimidating.  But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients. 

Listen in as Rich discusses his tax background and Kevin Lozer, co-founder of Holitiplan, discuss how his software can make you look like a tax rockstar.  Learn how to uncover planning opportunities by simply uploading form 1040.  It's the easy button for financial planners when it comes to discussing taxes.

Holistiplan was created and designed by two CFP® professionals.  As firm owners, they were constantly looking for ways to efficiently and consistently provide financial planning service to clients.  They designed Holistiplan to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.

Resources mentioned:

https://www.holistiplan.com/
https://www.ncfg.com/