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. 6d ago

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. May 20

    The Future for KMP, Why Most Advisors Plateau, Growing in the Bank Channel, Content That Converts — 056

    What actually grows an advisory business: Reps, relationships, and content that makes the right people feel understood.  Also why clients finally reach out, how lifestyle creep hides in plain sight, and why “education-only” marketing often fails to generate productive conversations.  • Paying dues before giving financial advice and why the soft skills  • Marketing biz: Deciding between replacing a lost client or expanding current client offerings  • Using Ig feed posts and YouTube Shorts to build trust faster  • Why curated advisor groups are hard to run and easy to derail  • Corporate speak versus independent reality and why the worlds rarely mix  • Banks as both inefficient institutions and powerful prospecting engines  • Warm calls from bank data and how new bank advisors can build real AUM  • Lifestyle creep math and why save-first always beats budget-policing  • Financial independence at 55 as the goal clients rally around  • Marketing flywheels, reinvesting in growth, and making a midweek note work  • Why storytelling and accountability outperform pure education content • What the future holds for Know My Plan 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. May 4

    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

  8. 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

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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
    60
  • Rating
    Explicit
  • Copyright
    © 2026 Good Till Canceled
  • Show Website
    Good Till Canceled

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