Good Till Canceled

Good Till Canceled
  • 5.0 (5)
  • 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. 23h ago

    Financial Planning Szn, High-Earners Need a Plan, Dad–Son Business, Advisor Doers & Nots — 064

    Labor Day flips a switch for a lot of people, and KMP feels it every year. Summer ends, routines come back, and suddenly high earners start asking the question they have been avoiding: "Am I actually on track, or did I just have a good market carrying me?"  Why Labor Day to Thanksgiving is one of the most useful windows to get proactive with your financial plan, your taxes, and the next set of decisions you keep pushing off.  The gap between doers and non-doers is getting wider, and generic content is basically invisible. We talk niches, why “AI slop” is a real brand risk, and why the only way to stay polished is the same way it has always been: invest money or time, get great coaching, and then actually do the work. If you are an advisor or a business owner trying to grow, you will recognize these patterns immediately.  We also zoom in on the planning problems families feel when income takes off. That bigger SUV might be $80k or $90k, vacations get expensive, and lifestyle creep can quietly eat every raise. We walk through practical checkpoints that matter when compensation rises fast: Updating your retirement number, knowing when pre-tax can beat Roth, and making sure life insurance and long-term disability coverage still match your real life. We close with a simple framework that makes everything less overwhelming: plan in three-year chunks, assign dollars to priorities, and spend what is left guilt-free.  If this helped, subscribe, share it with a friend who is in that busy high-income season of life, and leave a review so more people can find the show. What part of your plan needs a reset right now? 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

  2. Sep 2

    Market FOMO, Spending Habits by Gender, The Opportunity No One's Taking About, 529s Worth the Hype? — 063

    We talk through the real pressure points behind big decisions; Hitting the open corner three 🏀 to making financial moves when the stakes finally feel real.  Practical rules for managing risk, building liquidity, and staying consistent so your plan and your message can compound over time.  • “Net worth at 45” is less useful than having systems and infrastructure  • Why high-earners wait to hire a financial advisor and what that delay costs  • Tree limb analogy for risk and why chasing extra upside can backfire  • Why we refuse to tinker with portfolios unless goals change  • Red flags 🚩 for financial advisors who over-innovate before building a foundation  • Consistent messaging beats SEO tricks, funnels, and constant website rebuilds  • Brokerage flexibility can matter as much as tax benefits in a 529  • The sprint to $100k for a securities-based line of credit—liquidity is king  • Emergency fund targets with high yield savings accounts plus major purchases  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

  3. Aug 17

    What Clients Are Really Asking, What's the Deal with LinkedIn, Content Burnout (?), Aging Parents, Building a Team — 062

    Your finances can be “optimized” to perfection and still make you miserable. Unfiltered money talk from successful 40+ families: Second homes that cost more than the primary house, $90k “practical” SUVs, the urge to pay off a mortgage early, and that nagging feeling the market is expensive. What feels good from what actually improves your plan? Aging parents and the family home. Should you buy your mom or dad’s house? Should they consider a reverse mortgage? How does a HELOC fit in? We connect that decision to long-term care planning and the very real desire most people have to stay at home with independence and dignity. We also talk through the often-missed tax angle, including why inheriting a home can be financially cleaner than buying it during a parent’s lifetime. The “sandwich generation” pressure cooker: Helping kids with college while staying on track for retirement. Practical planning ideas that can reduce taxes and improve outcomes, plus the mindset shift that makes progress sustainable.  Pulling back the curtain on advisors: Why constant tech stack tinkering is a trap, why a simple advisor-written newsletter builds trust, and why Instagram and YouTube are winning as LinkedIn dies and your ai email is offensive. 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

  4. Aug 3

    K-Shaped Economy, Why So Many Feel Broke, The 6-Figure Brokerage Account, Paying Off the House — 061

    Feeling broke while your net worth looks “fine” is one of the most common money problems and it usually comes down to one word: Access. If your wealth is trapped in home equity and retirement accounts, you can be doing everything “right” and still feel stressed, stuck, and behind. Why that happens, why it’s showing up more for millennials and Gen X, and how a liquid brokerage account can change the way you make decisions even if you never spend a dollar from it.  We also challenge a sacred cow in personal finance: Paying extra on the mortgage at the expense of building investable liquidity. We talk through the mirage of “debt free” when you keep moving every 5 to 8 years, the importance of the third bucket outside of qualified accounts, and how real financial independence comes from a portfolio designed to outpace inflation over time. Along the way, we get into the behavioral side of wealth building, including what changes when you hit major milestones like $100K, $500K, and $1M and why raw dollar swings can cause people to abandon good plans.  Then we zoom out: The K-shaped economy, compounding, and why high income doesn’t automatically put you on the wealth path. We close with practical guidance for successful ages 44 to 58 who are still DIY-ing, still thinking in silos, or still delaying a real check-in. If you want a plan that gives you options and helps you sleep at night, hit play, then subscribe, share this with a friend who needs it, and leave a quick review with your biggest takeaway. 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

  5. Jul 20

    Advisor Content Flywheel, Why You All Look The Same, Being Lulled Back to Mediocrity — 060

    Everyone’s seen the same financial advisor marketing templates flood LinkedIn: Mini case studies, perfect little story arcs, and a clean “problem to solution” post that looks suspiciously familiar. We get real about what that means, why it’s happening, and the mindset shift that keeps you ahead even in a copycat industry: Don’t obsess over the format, obsess over the craft, the reps, and the evolution. From there, we break down what’s actually working right now for client acquisition and long-term brand building. We talk about the content flywheel across LinkedIn, email, and short-form video, plus the role of scroll-stopping digital cards that earn a half-second of attention and then compound trust over months and years. We also address the less glamorous constraint that decides whether any of this happens: capacity. If your business can’t support consistent publishing, your strategy has to include systems, sustainable cadence, and clarity on what matters most. We also pivot into the planning conversations we’re having with real families, including the common mid-40s playbook of “just max the 401(k).” We walk through a cleaner way to frame the tradeoff using lifetime tax planning, why flexibility often gets built outside retirement accounts, and a prospect question that quickly reveals whether an advisor truly controls portfolio decisions or is stuck inside a conflicted model. If you want smarter financial advisor content, better prospect meetings, and a marketing approach you can actually sustain, hit subscribe, share this with another advisor, and leave a quick review so more people can find the show. 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

  6. Jul 8

    Financial Planning For Real Life, High-Earners Getting Unstuck, Mortgage Rate Jail, Your Biggest Financial Risk Isn't the Market — 059

    A $2 million RSU vest can look like a windfall right up until the tax bill hits and the stock craters. A real-world story where “paper wealth” turned into a financial disaster, then use it as a launch point to talk about concentration risk, RSU taxation, and why diversified portfolios behave very differently than individual stocks. If you’ve ever held too much employer stock or wondered how to handle stock options without guessing, this one will sharpen your instincts fast.  From there, we zoom out to the bigger question: Who actually benefits most from financial planning and financial advice. We break down the two core client profiles we see all the time: busy high earners building their first million and financially independent families trying to turn assets into a durable retirement income stream. We talk about what finally gets people to reach out, why so many advisor relationships break down, and what “real planning” looks like beyond investment performance.  We also get candid about trade-offs: The car upgrade, the lifestyle creep, the savings rate, and the simple power of automating a plan so you don’t rely on willpower. And yes, we go there on marketing and trust too, including why AI automation can create massive reputational risk when it replaces your voice. If you’re a client, a high-income professional, or an advisor trying to build a practice the right way, you’ll leave with clearer next steps. Subscribe, share this with a friend who needs it, and leave a review with the biggest money question you want answered next. 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

  7. Jun 22

    Financial Plan: North Star or Useless, The Marketing Flywheel, Vibes vs Systems, The Most Common Clients — 058

    You can feel it when a business is running on vibes instead of execution and it shows up fast in both marketing and money decisions. We talk through what it really takes to build a financial advisor marketing engine that compounds: Not one-off tactics, not a couple posts when you feel inspired, but a full system you can sustain long enough to hit the tipping point where referrals and inbound leads start stacking on themselves. We get tactical on how to create content that does not sound like everyone else. The simplest move is also the most overlooked: document the exact questions your clients ask and the exact problems you solve, then use that as the backbone for your newsletter strategy, LinkedIn content, website copy, and videos. We also draw a bright line on AI for financial advisors. AI is powerful for polishing, brainstorming subject lines, and summarizing transcripts, but it hurts you when it starts choosing your topics or writing in a generic voice that flattens your brand. Then we shift into the financial planning conversations the KMP team are having every week: High earners in their mid-40s who are financially independent and trying to decide what “next” looks like, how to think about RSUs and employer stock concentration, and why low-cost diversified portfolios win the multi-decade game. We also tackle housing decisions in a high-rate world, including the “love the rate, hate the home” trap, renovation financing, and the blended-rate math that can make moving more reasonable than it feels. If you want clearer marketing, better planning decisions, and fewer unforced errors, hit play. Subscribe, share this with a friend who is building, and leave a review with the one idea you are going to execute this week. 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

  8. Jun 4

    How To Grow If LinkedIn Stops Working? — 057

    We lay out a realistic marketing plan for financial advisors as LinkedIn reach fades, using Instagram, short-form video, and email to stay top of mind and drive referrals. We also connect the same compounding mindset from investing to content, business margins, and the confidence it takes to stand out in a world full of AI-generated sameness.  • Shifting from LinkedIn-first to a distribution mix  • Using email newsletters as the hub that compounds trust  • Choosing depth with fewer clients over spreading thin  • Committing to the creative cost and letting marketing compound for years  • Building business margin • Creating story-based content around real client questions  • Separating decisions from outcomes in investing and client behavior  • Planning with multiple wealth buckets for taxes and early retirement  • Housing choices, cash drag, job risk after 50, stock options, and tax planning  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

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Ratings & Reviews

5
out of 5
5 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
    63
  • Rating
    Explicit
  • Copyright
    © 2026 Good Till Canceled
  • Show Website
    Good Till Canceled

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