Good Till Canceled

Good Till Canceled
  • 5.0 (4)
  • MARKETING
  • UPDATED WEEKLY

A podcast for Financial Advisors, Asset Managers, and those interested in a behind-the-scenes look at the industry. Nic Nielsen's a financial advisor, Corey Keating provides marketing for financial advisors. They’re both fired up about the current opportunities in the industry, growing their businesses, attracting more clients, creating better marketing programs on top of their shared desire to talk basketball, sports cards, fitness, family, and bunch of other random topics. **Ideal for those looking to grow**

  1. 1D AGO

    Why Most Advisors Stay Ignorable, AI Won’t Save Your Marketing–Probably Making it Worse, What Actually Drives Growth — 055

    On this episode of GTC, we cover what actually drives growth for financial advisors and where most are getting it wrong. We start with a candid conversation around AI in the advisory space. While many advisors are trying to use it as a shortcut for marketing, we explain why that approach is making content easier to ignore and harder to recover from.  The conversation then shifts to client planning. Nic breaks down what he’s seeing across high-income professionals, including why most people don’t actually have a real plan, how “the number” should be built, and the growing gap between lifestyle and savings rates. They also explore the balance between under-saving and over-saving, and why the real goal is getting clients into the right zone—not chasing perfection. They also touch on:  Why consistency beats viral content in advisor marketing  How small adjustments (like timing and content rotation) can improve engagement  What separates advisors who grow from those who stay stuck  Why staying “on the path” matters more than any single investment decision If you’re an advisor trying to grow your business, improve your messaging, and better serve high-performing clients, this episode is packed with practical insight you can apply immediately. We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 6m

  2. APR 22

    Building a Successful Advisory Firm: What It Takes, The People And Process — 054

    We catch up on life and pop culture before turning to a real question: We discuss what actually drives advisory firm growth. • Homeland finale takeaways and why great shows stick  • Picking the next series • The claim that $250K-ready investors get turned down? • Why accumulation clients—higher lifetime value  • The K-shaped advisor economy • Lessons from a major custodian and firm transition  • Integrating new partners and protecting client experience  • Pivotal growth moves • How AI is killing your marketing and flattening differentiation  • Designing content that stops the scroll  • Algorithm reality and the urgency to build owned channels  • Newsletter strategy, high open rates, and keeping it human  • Ending on NBA plans plus protecting trading card value with insurance riders  We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 14m

  3. MAR 30

    Headlines Won't Change Your Financial Plan Unless You Let Them — 053

    We talk about why Know My Plan keeps attracting high-achieving clients in their late 30s and 40s—what really drives their anxiety even when their finances look great on paper? We dig into headline pressure, bonus season behavior, and the simple discipline and marketing habits that quietly compound into long-term wealth and referral-driven growth.  • KMPs core client demographic and why it keeps trending younger  • The sandwich generation stress and why asking for help early matters  • Headline fear vs reality • Bonus checks and the moment plans fall apart  • Brokerage accounts as the true litmus test of discipline  • How & why high achievers feel off track • The non-secret content framework that will grow your business We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    52 min

  4. MAR 4

    How to Encourage and Trust Others on Your Team to Create Marketing Content — 052

    Can you hand the mic to your team without risking the brand?  Blueprint for advisor-led content that grows business without turning your feed into a vanity project.  Our take: Advisors SHOULD build personal channels, set simple guardrails for quality and compliance, and obsess over the messages that matter: Who we help, how we help, and how to work with us—on repeat. Chasing likes on LinkedIn, Ig, and TikTok rarely equals new clients, and how repeating core topics is smart, not stale.  People don’t see you every day; they notice you the week their pain peaks.  We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 9m

  5. FEB 19

    Growth Isn’t Complicated - Advisors Just Make It That Way, Advisor Transitions — 051

    In this episode, we unpack one of the biggest topics in the advisory industry: firm transitions and what actually matters to clients. Nic shares lessons from a recent move, including how technology expectations are reshaping client experience and why modern transitions are far smoother than advisors assume. The conversation expands beyond transitions into advisor growth, marketing patience, and the real drivers behind client decisions. They discuss why clients follow relationships rather than firms, how life events and financial complexity attract prospects, and the importance of building a planning philosophy that includes tax diversification across pre-tax, brokerage, and Roth accounts. Corey and Nic also explore advisor marketing realities, including the danger of chasing shiny objects, the power of consistency, and why “playing in the middle” produces the worst outcomes. The episode closes with reflections on practice growth, client alignment, and the long-game mindset required to build a durable advisory business. We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 9m

  6. JAN 23

    Why Most Advisory Firms Stall And What It Takes To Grow Again — 049

    New year energy is loud, but the real story here is the quiet math behind it: Higher incomes, higher complexity, and a lot more ways to get taxes wrong. We open the hood on why inquiries spiked after the holidays and what people actually want when they reach out. Spoiler: It isn’t another model portfolio. It’s clarity, confidence, and permission to make big life moves without second-guessing. We get honest about the most common error we’re seeing: Roth IRA contributions made over the income limits and how a 6% annual penalty can quietly compound for years. We share how we work with CPAs to unwind eight-year problems, weigh the cleanest fixes, and keep families moving forward. Then we zoom out to the bigger shift: Asset management alone is losing steam. The value now is judgment and timing. Should you buy the beach house? Take the $13,000 trip? Retire at 62 instead of 65 and gain 12 extra adventures? When planning is done well, it turns those questions into decisions that fit your life. We hope advisors recognize the industry currents we call out: Aging books that cannibalize themselves, heirs who move assets to where they feel known, and a marketing landscape that rewards consistency over hacks. We talk practical growth, LinkedIn visibility, client experience that’s actually referable, and building expertise that estate attorneys and CPAs want to send work to. If you missed the seasonal rush, great. Start planting for the next one. Fix bottlenecks across your process, count appointments instead of views, and make every client touch feel like Chick-fil-A, not a shrug at the counter. We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 24m

  7. JAN 12

    The Psychology of Stagnation: What Happens When Advisors Stop Growing — 048

    In this episode we dig into a powerful idea: When a financial advisor’s business stops growing, it doesn’t just affect revenue, it impacts confidence, client service, and even the types of clients advisors are willing to take on. We unpack insights from Nick Murray on the psychology of stagnation, discussing how a lack of growth can lead advisors to hold onto poor-fit clients, hesitate to invest in marketing, and gradually lose the energy that fuels great client relationships. We outline a realistic marketing ladder advisors can follow: Starting with authentic email communication, consistent social presence, and eventually building a professional YouTube foundation that showcases who you really are. We also tackle the love-hate relationship many advisors have with LinkedIn: Acknowledging its flaws while explaining why it remains one of the most powerful tools for targeting ideal prospects with precision. We share real examples of prospects who followed silently for years before finally reaching out. The episode wraps with a thought experiment: If you had to start over from scratch, what would you do? How repeatable growth can be when you understand the fundamentals. And because this was taped during the holiday season, we close things out by drafting our personal Top 7 Christmas Movies of all time. We hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 7m

  8. 12/02/2025

    Attract, Don’t Chase; Quality Over Volume; The Advisor Flywheel — 047

    The blueprint for advisor growthHow to stop chasing and start attractingSimple habits that compound resultsMap platform choices, newsletters, and building an ensemble practice that deliversHow quality > volume with prospectsContent that invites vs chasesInstagram’s upside and difficultyLnkedin’s necessityWeekly newsletter as owned distributionOne-minute post‑meeting debriefs fueling contentHow to compound attentionWe hope you enjoy! Thanks for listening! --- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📄 Dollars & Diagrams Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📃 Marketing Notes Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nic on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Know My Plan - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corey on YouTube⁠

    1h 12m
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Ratings & Reviews

5
out of 5
4 Ratings

About

A podcast for Financial Advisors, Asset Managers, and those interested in a behind-the-scenes look at the industry. Nic Nielsen's a financial advisor, Corey Keating provides marketing for financial advisors. They’re both fired up about the current opportunities in the industry, growing their businesses, attracting more clients, creating better marketing programs on top of their shared desire to talk basketball, sports cards, fitness, family, and bunch of other random topics. **Ideal for those looking to grow**

Information

  • Creator
    Good Till Canceled
  • Years Active
    2022 - 2026
  • Episodes
    54
  • Rating
    Explicit
  • Copyright
    © 2026 Good Till Canceled
  • Show Website
    Good Till Canceled

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