Corey Keating - Podcast Details

Shows

Corey Keating – Unfiltered The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079)In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry. Nic's business and the type of clients Know My Plan serves What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan Bullish outlook on financial advice and how Nic sees the industry evolving Nic opens up about his goal to continue growing Know My Plan to help as many people as p...

2023-11-021h 01

Corey Keating – Unfiltered Create a Social Media Presence That People Want to Engage With (078)In this clip I'm consulting with a financial advisor about how to create a social media presence that works, and how to rebuild one that's broken. How can you quantify it? What metrics will be most meaningful? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠! Cheers, Corey

2023-07-0316 min

Corey Keating – Unfiltered How to Create More Effective Content (077)A clip from a recent client consultation meeting: "What should my message be to attract more clients?" -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠! Cheers, Corey

2023-06-2605 min

Corey Keating – Unfiltered They VERY QUICKLY Built a Successful Cookie Company – With the Cookie Guy, Grayson Hogard (076)It was barely an idea in 2021 and today they've got employees, an office and a kitchen. How they built it Challenges What's next -- Grove Cookie Company: Grayson Hogard, The Cookie Guy, Co-Founder ⁠⁠LinkedIn⁠⁠ Grove Cookie Company -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠⁠⁠LinkedIn⁠⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠⁠YouTube⁠⁠⁠! Cheers, Corey

2023-05-2547 min

Corey Keating – Unfiltered The Most Successful FAs Are Doing This, Future Marketing Regrets, Did You Know You're Losing Business in the Due Diligence Process – With Corey Walen (075)I recently joined the Firm Transitions podcast with Corey Walen to discuss financial advisor marketing: If you’re not talking about your business for yourself, who is? What are the most successful FA’s doing? How much business do you lose in the due diligence process? I don’t know what kind of content to create? -- Corey's details: Corey Walen, Managing Partner, Bridgemark Strategies ⁠LinkedIn⁠ YouTube -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email...

2023-05-1525 min

Corey Keating – Unfiltered Fears Are Often Stories We Tell Ourselves – With Henna Pryor (074)Authenticity, overcoming self-doubt, building as an entrepreneur, staying in safety. An inspiring and motivating conversation with Henna Pryor, 2x TEDx Speaker, Author, Executive Coach, and Workplace Performance Expert. -- Learn more about Henna Pryor (LinkedIn / Instagram) and the Pryority Group by visiting: http://pryoritygroup.com/ -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscr...

2023-05-0446 min

Corey Keating – Unfiltered How Do You Define Your Wins, Handling Competition, What Invigorates You – With Jackie Wilke (073)Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing: How do you define your wins I'm always careful saying you "have to" Handling "competition" The upcoming transfer of generational assets -- Jackie's details: Jackie Wilke, VP, Advisor Consultant, First Trust, LinkedIn -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure...

2023-04-2844 min

Corey Keating – Unfiltered Generate Conversations — Clip with Olivia Luper (072)How financial advisors and the financial industry as a whole can change the trajectory of their business through content marketing. A clip from the Get Advisor Fit podcast with Olivia Luper. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠⁠LinkedIn⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠YouTube⁠⁠! Cheers, Corey

2023-04-1003 min

Corey Keating – Unfiltered This is Your Best Commercial — Marketing Consultation with Stevyn Guinnip (071)Capturing content when delivering your authentic response will always be your best commercial. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on ⁠LinkedIn⁠ and make sure you’re subscribed to my channel on ⁠YouTube⁠! Cheers, Corey

2023-03-2809 min

Firm Transitions with Corey Walen FA Marketing that Works – with Corey Keating (005)Today's guest is Corey Keating, financial services creative leader and content creator. Together we bring some real value around The current marketing opportunity and "window" If you're not talking about your service and business for yourself, who is? Are you a top-of-mind referral? The current ceiling at captive firms creates an unfair fight for new business "I don't even know what kind of content to create?"--Contact & connect with me:Text: (908) 902 4903Meet: https://calendly.com/coreywalenLinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/Thanks for...

2023-03-1329 min

Corey Keating – Unfiltered Are You Ready to Be An Entrepreneur? With Natalie Windle Fell (070)Natalie Windle Fell, Writer & Author joins me to talk about leaving a secure corporate position to chase her authentic self and dreams. Corporate departure and the REAL challenges (personal loan!) Honest conversation about finding your authentic self, self development If you can no longer ignore that voice, know that you CAN take the leap -- Nat's details: https://nataliewindlefell.com Book -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com ...

2023-03-0946 min

Corey Keating – Unfiltered How to Convert on Social (069)Throwback excerpt from the Advisor to Advisor show with Ryan Stark. How do you "convert" the attention your getting on social into clients? Value, value, value... Can I do anything for you? Earn your way to clients by being a part of "their" community -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, ...

2023-02-2308 min

Corey Keating – Unfiltered Why Wouldn't You Expand Your Reach? (068)A clip from a marketing consultation meeting with a financial advisor. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2023-02-1504 min

Corey Keating – Unfiltered Your Clients Expect More From You – The Future of Advice with John Diehl, CFP® (067)The Future of Advice, featuring Director of Applied Insights, John Diehl, CFP®, Hartford Funds. Do you have your audiences attention? Education and longevity are raising the expectations for advice In this meeting, John discusses the evolving context an authentic client-focused framework and how to maintain it -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! C...

2023-01-2547 min

Corey Keating – Unfiltered Probably the #1 Thing Holding the Entire Industry Back (066)This is a full interview along with Q&A I did with John Stadtmueller and the Good Advisors Finish First community. It's probably the #1 thing holding the entire industry back Glaring marketing opportunities in financial services Authenticity, vulnerability, focus Top 3 things FAs are missing Corporate perception -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! C...

2023-01-1951 min

Corey Keating – Unfiltered Current Opportunities in Wealth Management – 5 Questions (065)An interview with Chris Homa, from Red Rock Strategic Partners. He and I sat down and he proposed five questions relating to current opportunities in retail wealth management. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2023-01-1221 min

Corey Keating – Unfiltered Are You Creating Content with Your Avatar in Mind? (064)This episode is about creating, distributing, and sharing with intention. Is your ideal client, your avatar on top of mind when creating content that you hope leads to business? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2022-12-1305 min

Corey Keating – Unfiltered The State of Financial Marketing with Olivia Luper (063)Full episode from my conversation with Olivia Luper: The State of Financial Marketing. What to grow your business? What I wish I could solve? Where to start? Where to stay focused? -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2022-11-3022 min

Corey Keating – Unfiltered What I Wish I Could Solve in Financial Advisor Marketing (062)Enjoy this clip where I'm asked: "What I wish I could solve in FA marketing?" -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2022-11-2803 min

Corey Keating – Unfiltered Fix Your Message, Grow Your Business with Henna Pryor (061)I'm back! Fix Your Message & Grow Your Business, featuring TEDx and Global Keynote Speaker, Henna Pryor, MSA, PCC A single email and DM has the power to attract a new prospect and increase your visibility A poor message destroys your opportunity, whereas a good message gives you a REAL chance This meeting is PURE value-add -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and m...

2022-11-2357 min

Get Advisor Fit Episode 15 - Corey Keating | A Financial Services MarketerIn this episode, Olivia has a great conversation with Corey Keating, a financial services marketer based out of Philadelphia. Corey shares his insight on marketing from both sides. He works with boutique fund managers to build marketing programs on the firm level, and he also works one-on-one with financial advisors to help them stand out from the crowd. Listen to find out: - The #1 thing Corey does with new clients - How he helps advisors who are struggling with their messaging - The biggest objections financial advisors have to digital marketing - Where he sees advisors having the most marketing...

2022-06-1543 min

Corey Keating – Unfiltered Excerpts of a Prospect Convo: You Have to Build a Business that People Want to Work With (060)This is a GREAT episode. I promise you'll get some alpha out of this. As an advisor or boutique investment manager: You need to build a business that people WANT to work with. You can't control the behind-the-scenes due diligence that people are doing and you have no idea when or why you're not capturing more business. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on Li...

2022-03-2414 min

Corey Keating – Unfiltered How to Navigate Marketing During Uncertainty? (059)💙💛 Ukraine. It might not be "marketing as usual" right now, but there's still a lot you can do. In this episode I share some things to think about as we navigate the current global climate and how you can continue to promote, grow, and market your business while remaining sensitive to the situation in Ukraine. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sur...

2022-02-2809 min

Corey Keating – Unfiltered How to be a Better Financial Marketer – Guest on Good Advisors Finish First (058)Enjoy this FULL interview from the Desk Side Chat series with John Stadmueller of Good Advisors Finish First. How to I begin to increase my attention to bring in new business? For an advisor who's hungry to create content, how would you coach them to get started? Why do firms create and spend so much on creating this content/marketing? How are they not figuring it out? Would you consume it? That's the first filter. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a c...

2022-02-1754 min

Corey Keating – Unfiltered Does Your Firm Care If Your Marketing Works? (057)Did the back-office create the social media team and develop content to help financial advisors, or do they create it to tell financial advisors they "have it" and "do it?" An excerpt from the Good Advisors Finish First open table discussion with John Stadmueller. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! C...

2022-02-1105 min

Corey Keating – Unfiltered I wish I had, or Because I tried... (056)We are living through a moment in time and I implore you to PLEASE start taking advantage of it. Many of you will recap the year with one of two statements in December: I wish I had, or Because I tried... I really hope that this inspires you to revisit your marketing plans. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure yo...

2022-02-0116 min

Corey Keating – Unfiltered AMA: Better Content, Mkt. Help, Deeper Engagement - Part 1 (055)This is Part 1 of Ask Me Anything. First of all, thank you for your questions, I hope I did a good job addressing and answering them. In this episode: We have a marketing team but our content feels cookie cutter. How do we get past that? Marketings not my thing but I know it's important toward taking my business to the next level. What should I do? I get great engagement on LinkedIn but if I’m being honest it just feels like people within my industry who are the one’s engaging? Aren’t I just wa...

2022-01-2513 min

Corey Keating – Unfiltered Marketing for Wholesalers (054)Wholesalers, this one's for you. Here's 10 minutes on how to standout and become a more consumable marketer within your territory. You have a deep library full of content that you're not tapping into. Also, (8:25) please make this change immediately. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2022-01-1311 min

Corey Keating – Unfiltered Are You Marketing With Intent? (053)This episode is about taking a closer look at your marketing activity. What is the intention and does it land with your consumer base? This is a REALLY great episode and one that everyone who touches, impacts, and creates marketing content should listen to. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, ...

2022-01-0621 min

Corey Keating – Unfiltered Small Asset Managers: Must Listen Episode (052)This is a must listen episode to all decision makers and senior leaders at boutique and small asset management firms. This is a recorded consultation between myself and a boutique asset manager as I explain the great missed opportunity as they continue to roll out the same contrived content influenced by the Goliaths. This is one of my favorite episodes to date, I hope it helps. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.c...

2021-12-0709 min

Corey Keating – Unfiltered If They Have it Together They Have Help - Start Small (051)Two part episode here. (Part 1) Start by creating and doing what comes most natural to you and your firm. Take the overwhelming "We need to have it all done strategically" out of it and you'll be surprised what you can build. (Part 2) [7:21] If you want to beat yourself up that you're not doing enough marketing, do so knowing that the ones who you look up to likely have help. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an e...

2021-12-0615 min

Corey Keating – Unfiltered Marketing Adjustments for 2022 | Nic Nielsen (050)Once again, my friend Nic Nielsen joins the Unfiltered podcast to have a discussion about the current state of financial marketing, what he and his firm have on their plate heading into 2022, and as always where the low-hanging fruit opportunities are and how so many advisors and asset managers alike are just missing the boat. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure...

2021-11-2953 min

Corey Keating – Unfiltered A Passionate Rant: What Are You Waiting For? (049)This might be one of my favorite rants/episodes. This is a raw, off the cuff message about getting rid of the excuses and starting. Enough kicking the can, punting, telling ourselves that we're "going to." -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-11-1208 min

Corey Keating – Unfiltered This is the Best Time of Year for Marketing (048)November and December are the best time of year for increasing your reach, gaining attention, getting your content consumed. Don't sleep on this opportunity. Future episode: Ask me anything / Q&A. If you have a question you'd like to me address, please shoot me an email (below) or DM/contact me however you want. I look forward to your questions. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage wi...

2021-11-0908 min

Corey Keating – Unfiltered The Likes Are Holding You Back (047)As the consumable content mediums evolve our content HAS to evolve with them. The greatest detriment to a successful marketing plan and our growth is that we fall asleep at the wheel. Progression will result in continued attention. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-10-2711 min

Corey Keating – Unfiltered Will You Be Seen, Today? (046)How Are YOU Getting In Front Of The Humans You Want To Work With? Let's have an honest conversation about how often we're getting in front of the people that we want to do business with? This is a quick episode and I encourage you to listen front-to-back. There's some real value that I circle back to in the last couple of minutes. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@m...

2021-10-1809 min

Corey Keating – Unfiltered Content: What's Next (045)What's the "New Normal?, What's Next?". The recent "LinkedIn is Changing" and "Content is Shallow" episode sparked quite a bit of feedback which I'm psyched to talk about on this episode. Here are the Cliff Notes: We've been professional land-grabbing and as the organic reach declines, we need to make sure that we're building and establishing our on-demand content libraries. -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me o...

2021-09-2708 min

Corey Keating – Unfiltered LinkedIn is Changing (044)LinkedIn is changing. I believe that recently there's less quality content being created today than since before the pandemic began. A few reason why: Fatigue, return to more normal environments, less time, out of rhythm from summer, LinkedIn reach. We're human and it's okay and perfectly normal to take extended breaks. I'm happy to be back with you and I hope you enjoy today's episode! -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com

2021-09-2010 min

Corey Keating – Unfiltered Mimicking the Industry | AudioLog (043)This is a mashup taken from the MCo Advisors weekly VLOG (002). In this episode I address how firms are mimicking the industry "standard," why making more noise is the answer to generating more conversations, the structure of a weekly email, and more. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Cor...

2021-08-1617 min

Corey Keating – Unfiltered There's no ROI on Marketing (042)Content is so important. Don’t lose focus on creating great content by worrying about ROI. Nothing will happen if prospects don’t know who you are and what you’re about. If you create authentic, consumable content, in a matter of time it will change your business and your life. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my chann...

2021-08-0907 min

Corey Keating – Unfiltered Featured Guest on Jake Rushton's 401(k) Group Session (041)This week I was a featured guest on the 401(k) club group session hosted by Jake Rushton. We talked about my background and MCo as well as a wide range of topics related to marketing strategy and what I believes works and grows businesses in today’s industry. This episode is jam packed full of value. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on L...

2021-07-2858 min

Corey Keating – Unfiltered Asset Managers (040)Ryan and I have an in-depth conversation about my background in the industry and focus in on the state of being an asset manager in today's world. We answer the questions: -What holds asset managers back -What gets in their way -What frame of mind are they in -Why they make the decisions they make -What asset managers can do to unlock more growth potential --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion...

2021-07-2642 min

Corey Keating – Unfiltered Remember Your Avatar (039)Keep your avatar in mind when you’re marketing. You know why your audience is on LinkedIn, so make content that you know they’ll WANT to stop scrolling for. Market with intent and your engagement will show the difference. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, ...

2021-07-2110 min

Corey Keating – Unfiltered Stay Relevant (038)Social media is full of recycled content that inevitably gets predictable and boring. You need to make content that YOU would want to consume. Try new things, new platforms, push boundaries. See what impacts your audience and what doesn’t. That’s how you stay relevant. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’...

2021-07-1412 min

Corey Keating – Unfiltered Shitty Content (037)What’s better: posting shitty content or posting nothing at all? At first thought it seems like posting nothing would be the logical answer. But authentic content that creates attention even if you think it’s bad is always better than people forgetting about you. Not everything you create is going to hit, but being nowhere is never going to move your brand forward. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: core...

2021-07-1306 min

Corey Keating – Unfiltered Video Intent on YouTube (036)Being present on YouTube is so important. Unlike LinkedIn or Instagram where your content is more of an interruption, people go to YouTube with the intent to watch content. You use it as not only your brand channel but also a personal channel where viewers can learn more about who you are and what you do. Build up your pillar content and post quality content, and your audience will find you. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion...

2021-07-0903 min

2021-07-0803 min

Corey Keating – Unfiltered Competing for Attention (035)Who are you competing against? Most advisors would say they’re competing against the other mutual fund companies or asset managers. In reality, you’re competing with everybody and everything going on in the feed. Anything can pull someone’s attention, so put content out that everyone wants to consume. That’s how you win. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re s...

2021-07-0705 min

Corey Keating – Unfiltered Competing for Attention (035)Who are you competing against? Most advisors would say they’re competing against the other mutual fund companies or asset managers. In reality, you’re competing with everybody and everything going on in the feed. Anything can pull someone’s attention, so put content out that everyone wants to consume. That’s how you win. Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my chan...

2021-07-0605 min

Corey Keating – Unfiltered Your Brand is a Channel (034)Think about your personal brand like a tv channel. The ultimate goal is to be someone’s favorite channel to visit and have people who will consume all the content you put out. Eliminating commercials and posting consistent relatable content will help you achieve that and connect with your audience. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my chan...

2021-06-2407 min

Corey Keating – Unfiltered Telling Stories Creates Connections (033)The most successful creators are the ones that tell stories that build brand with their content. If your content is enjoyable to consume will perform better and ultimately make you stand out from other advisors. This episode is all about creating less commercials and telling more stories. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! ...

2021-06-2306 min

Corey Keating – Unfiltered Your Impatience is Killing You | Nic Nielsen (032)Nic Nielsen (financial advisor) joins me on the UNFILTERED with Corey Keating podcast. We have a fun conversation that goes in several directions, enjoy! (Business conversation starts at 7:15) • Nic's past: Becoming a financial advisor, transitioning from "the bank," and growing his business, Know My Plan. • Who are you talking to? Are you speaking to your avatar client? • If you're tired of LinkedIn it's just more for me. • Random NBA talk 🏀 (55:00) --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling...

2021-06-211h 13

Corey Keating – Unfiltered How Are You Hiring? (031)How do you know if you’re hiring the right people? The process of finding talent that understands what you need is difficult but taking the time to listen and look for the right things will help you build a successful team in the long run. This episode is all about advice on hiring and what skills you should be looking for in candidates. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com ...

2021-06-1611 min

Corey Keating – Unfiltered Charge What You’re Worth | Tracy Jepson (030)Tracy Jepson, CEO of Kantex Financial, joins me for a conversation all about building business, pricing structure, and creating your own destiny. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-06-1053 min

Corey Keating – Unfiltered What Do You Do? (029)What do we do at MCo? Here’s a short clip reflecting on a conversation I had about the kind of marketing we believe in and why it works. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-06-0408 min

Corey Keating – Unfiltered Pushing YouTube (028)Why you should be putting your content on YouTube and how you can get the most out of the platform. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-06-0109 min

Corey Keating – Unfiltered For Everyone Who Doesn’t Know What to Create? (027)This one’s for the content creators that don’t know what to create. Focusing on what content comes natural to you and what you’re comfortable with will help you build your brand and create relatable content for your audience. This clip will provide more insight into what it means to create content that coincides with your interests and skills to create more meaning. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com E...

2021-05-2808 min

Corey Keating – Unfiltered Being a Marketing Contrarian is a Waste of Time (026)Rethinking the contrarian mindset to allow yourself to try new things in your marketing strategy. --- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube! Cheers, Corey

2021-05-2607 min

Advisor2Advisor Revenue & Opportunity Drivers (133)Nic Nielson, CFP fills in for Corey as him and Ryan discuss in depth about driving revenue and growing your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

2021-05-051h 08

Advisor2Advisor (Guest: Carl Richards) Guide or Defending Old Maps (129)We are joined by industry legend Carl Richards, CFP and author of The Behavior Gap. We talk to him in depth about his success and experiences in the industry. This is an episode you won't want to miss! Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

2021-04-221h 05

Advisor2Advisor DIY Content Curation (128)We talk about creating more stuff from your content and speeding up your process. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

2021-04-2235 min

Advisor2Advisor (Guest: Aaron Watson) Producing Quality Content (068)Ryan and Corey are joined by Aaron Watson, CEO and Co-Founder of Piper Creative. They discuss how to successfully produce content for your brand. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

2021-01-131h 02

Advisor2Advisor A few thoughts around marketing consistency (019)A brief memo from Corey—consistency: Why is consistency is so important? Well when you need to ask you can't just "show up" and ask. Bottom line, at some point we all have something time sensitive and important come up that we want to tell the world about. The problem is, if you haven't been talking to the world all along, you don't have anyone's ear. Start communicating the real and authentic you while providing some value along the way. The audience will be there when you need them. Please share your thoughts and if yo...

2020-12-0110 min

Advisor2Advisor In My Feelings - Handling Rejection (035)(A message from Corey) This a self-reflection moment in which I'm handling rejection and why it bothers me so much. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com

2020-12-0108 min

The Entrepreneur Unleashed Show Ep. 80: Entrepreneurs Who Grew 6+ Figure Businesses with Dana CoreyDana Corey is an international speaker, business strategist, and adviser combining nuts and bolts strategy with a walk-beside-you partnership to amplify high-performance entrepreneurs. Her passion is transforming business owners feeling trapped by the job they’ve created, into CEOs who enjoy the freedom they started their journey for. Dana’s clients increase their bottom lines so much, even they are astounded. Even better, they do that while taking regular weekends and REAL vacations. Some people think the time off is a side benefit – Dana believes that freedom is the whole point!

2020-11-2619 min

Advisor2Advisor Clashing Behavior (032)In this short clip Corey shares why there are two clashing behaviors comingling on social media and how it's oil and water. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-11-1704 min

Advisor2Advisor How Do You Stay Motivated? (030)Corey shares a quick six minute clip answering the question: "How do you stay motivated to put out consistent marketing?" Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-11-1206 min

Advisor2Advisor What is Organic Reach? (029)Ryan and Corey break down the highly popular term, "organic reach." We also dig-in and discuss how to speak directly to a niche audience. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-11-1042 min

Advisor2Advisor Hobbies Make You Relatable (027)Ryan and Corey have a casual conversation on the Friday before Halloween and dig into hobbies. Why sharing content around your hobbies is important—they make you relatable as a human. Brazilian Jiu JitsuSports cardsPlease share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-11-0929 min

Advisor2Advisor What Platforms Should I Be On? (025)Corey shares some raw audio briefly touching on the common question: "What platforms should I be on?"This is a topic that can and will be expanded on, but for the sake of sharing it, this may help at the 30,000 ft. level. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-11-0207 min

Advisor2Advisor How to Come Up with Content (021)How to come up with content: This episode provides an actionable plan to get started creating content today (Corey's "Home Run" advice). We also look at content at a high-level. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-10-2124 min

Advisor2Advisor Is Your Content Consumable? (020)This is a five minute audio clip that we pulled from a video of Corey speaking to our audience about consumable content. Corey brings up the elephant in the room, yes, you've created content, but do people want to consume it?Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-10-2005 min

Advisor2Advisor LinkedIn Stories are Here—Early Observations (014)On this episode Corey shares his early observations on the new feature recently released by LinkedInPlease share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-09-2810 min

Advisor2Advisor Translate Complex into Consumable (012)I'm (Corey) coming into this recording hot and raw off of a conversation with a FA. This is a brief 5 minute explanation as to why it's so important to translate your overly complex message into a consumable piece of content. Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-09-1706 min

Advisor2Advisor Behind the Curtain (Mailbag: post chat) (010)This is a behind-the-scenes bonus background conversation between Corey and Ryan following the Mailbag episode (9). A real conversation about building MCo Advisors and what to do next, what will help you!Please share your thoughts and if you have a suggestion for a compelling guest or to ask a question to be answered on the show, please send us an email: info@mcoadvisors.com See acast.com/privacy for privacy and opt-out information.

2020-09-0808 min

Corey Keating – Unfiltered "What I would do" (marketing) | Ryan Stark Show (025)I was asked to be a guest on the Ryan Stark Show to talk 10 minutes of Marketing. As you’ll hear we went way beyond ten minutes. This episode is full of actionable marketing value. Ryan came prepared with a handful of questions dedicated to enhancing the marketing for financial services businesses, as well as businesses in general. I had a lot of fun on this episode as I was able to share the raw, honest details of exactly how I would navigate and what we would do if Marketers Company was hired as a marketing partner....

2020-07-0856 min

Corey Keating – Unfiltered What drives you to “do?” | Jon Torrey (024)I’m joined by Jon Torrey and as you’ll hear in our discussion, Jon has a lot going on and I don’t get the sense that he has any plans on slowing down. We discuss his drive, his ideas, what ultimately motivates him to “do,” and “try.” Jon is the host of the “How We Got Here” podcast, as well as the “How We’re Getting There” podcast. He’s also very active on Medium as he shares through his writing his thoughts on business along with in-depth insights as to what’s working and what’s worked for him as he grows his...

2020-07-0229 min

Corey Keating – Unfiltered Relatable therapy: Is how we’re feeling “normal?” | Nicole Van Essen (023)This is a relatable therapy session for everyone at home feeling like they’re going crazy, failing at parenting, balancing work and family, finding time for themselves, and frankly just need to hear that everyone else is likely going through the same set of emotions. Nicole Van Essen is a Licensed Clinical Social Worker and she joins the show to talk through just being “aware” of your not so proud moments, self-reflection, kids and their resiliency, being pregnant during this time, and ways to get through this. Please rate the show, share your thoughts, and if you...

2020-05-1138 min

Corey Keating – Unfiltered A macro outlook on the future of marketing | Corey Keating (022)On this episode the roles are reversed. I appear on The Relentless podcast as a guest and get into my macro outlook on marketing as well as a bevy of other topics, including why small businesses often struggle with marketing. The Relentless podcast, a story of people, wins, losses, ideas and life, can be found here. Please rate the show, share your thoughts, and if you’d like to be a guest of have a suggestion for a compelling guest, please send me an email: corey@marketerscompany.com Learn more about Marketers Company: ht...

2020-05-041h 05

Corey Keating – Unfiltered A raw marketing conversation through the lens of a financial planner | Ryan Stark (021)“I was honestly just lazy. I knew I should’ve been more actively marketing through social, but I never really took it seriously. I never realized the importance of consistency.” We dig into some of the social media subcultures that have developed and how being your authentic-self will separate the real from the not. Ryan also shares a message for those on the wholesale side of the business: “It just feels vanilla and you’re including me in your template.” Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest, please send...

2020-04-2837 min

Corey Keating – Unfiltered A more human-centric workplace is coming—sooner than we thought | Kelly Monahan (020)This is undoubtedly one of the most interesting conversations I've had on the show, without question will be a top three episode. My friend Kelly Monahan joins the show and we discuss in detail the research and work that she’s doing around corporate organizational behavior. We also talk about something that continues to fascinate me: What does the future of corporate leadership look like as generations age-up? (8:45) Deciding early on between academia research or digging on the applied side (11:30) How do have we managers and leaders become more human in the workplace? (19:25) Where do yo...

2020-04-2052 min

Corey Keating – Unfiltered Marketing observations, a new email service. Readjusting to life at home. Origins of the influenza viruses. The long-term impacts of this, good and bad | John Baranauskas (019)I’m back. Admittedly I needed a week or two to hunker down and get our business needs in order, but I’m back and we’re ready to go! The intro covers a few marketing ideas, as well as introducing a new marketing email service that we’re rolling out. At 3:30 I’m joined by John Baranauskas, the CEO & Founder of Sweetgum Labs, a financial advisory firm based in the Philly suburbs. We enjoy a somewhat light, yet information conversation that spans the gamut. Readjusting to life at home, the good and bad long-term impacts of this new normal, as...

2020-04-0549 min

Corey Keating – Unfiltered “Happy people don’t do bad things” | David Meltzer (018)“To be happy is the goal. When you’re happy you’re in truth-based consciousness and you can’t project any of the negative needs of the ego on others.” David Meltzer jumps on with me for 20 minutes to talk about his passion and mission to empower 1 billion people. (9:40) The Consistent, persistent, pursuit of happiness (13:45) David’s relationship with money (15:00) “Happy people don’t do bad things” (19:30) Aiming to continue to be overwhelmed with joy and emotion “The truth vibrates the fastest” (22:30) Turning the page from human division to a page of compassion and love Please rate the show, share your thoughts, and if...

2020-04-0226 min

Corey Keating – Unfiltered Let’s “find right” instead of trying to “be right.” | Nick Miaritis (017)Nick Miaritis joins the show to discuss his passion for advertising and marketing, some of the “pinch-me” moments he’s experienced throughout his career, and what makes his connections to TikTok and LinkedIn so special. Nick describes meeting and getting to know Gary Vaynerchuk before eventually leaving Saatchi & Saatchi and joining Vaynermedia. (6:40) “Pinch-me” Working with some of the most iconic childhood cereal brands. (11:30) Joining Vaynermedia (24:00) “How do you make those (viral) moments scalable?” (35:05) Transitioning out of a world that consists of the subjective “be right,” into a culture and environment that seeks to “find right.” (39:35...

2020-03-1043 min

Corey Keating – Unfiltered The “About Me” episode. | Corey Keating (016)Welcome to the "About Me" episode. I’ve been meaning to jump on a solo episode and share a little about myself, who I am and my journey. This is a light episode that explores my background, where I came from and how I ultimately made my way to launching a marketing company. We have some tremendous guests upcoming, stay tuned and thank you all for listening! Please rate the show, share your thoughts, and if you’d like to be a guest of have a suggestion for a compelling guest, please send me an email: corey@marketerscompany.com Learn more...

2020-03-0929 min

Corey Keating – Unfiltered “Change will never be this slow again” | Penny Phillips (015)Please enjoy this conversation with Penny Phillips, as she shares her journey leaving the corporate enterprise to launch her own business. Our conversation is an honest discussion around the opportunity that so many are leaving on the table and how Thrivos is simply aiming to present and help implement concepts that are aligned with what’s happening in society. (18:10) Everything that I imagined having, the freedom to think and create, the freedom from the bullshit, and not dealing with people that I felt were in roles simply because they played well within the structure… (21:40) Change will never be this...

2020-03-021h 01

Corey Keating – Unfiltered Keep it real, that’s what people tend to be attracted to. | Kinsey Grant (014)We have Kinsey Grant, host of the Business Casual podcast on episode 014. This is a unique episode, as Kinsey finds herself on the other side of the interview—as the guest. This is an authentic and honest conversation that provides a behind-the-scene perspective as we cover everything from sitting down and interviewing big name guests, asking real and sometimes tough questions, and how Kinsey and team aim to build a great show that people want to listen to. Please rate the show, share your thoughts, and/or email us: info@marketerschannel.com Would you like to...

2020-02-2441 min

Corey Keating – Unfiltered Don’t you want to be authentic? | Henna Pryor (013)“Fears are often based on stories you tell yourself.” Henna Pryor of the Pryority Group joins the show and we talk about leaving a safe job for a greater challenge (13:00), overcoming self-doubt, and how there’s even a world in which this entrepreneur could be pulled back into the corporate enterprise (20:00). Henna also shares her view on the state of authenticity in the workplace, and how “things are shifting and it’s going to benefit everyone” (27:20). This is an awesome episode and I am confident that you’ll find value on our conversation. Let us know what you thought: i...

2020-02-1046 min

Corey Keating – Unfiltered Assisting leaders in execution. | Matt Johnston (012)Not a rule follower, not a process-oriented person, Matt Johnston shares how he navigated entrepreneurship straight out of the gate, took a leap and decided scratch his itch of joining the “enterprise,” and then ultimately found his way back to entrepreneurship and starting Red Rock Strategic Partners. (19:30) The burgeoning identity crisis in financial services. (27:00) The art of conversational competence. (30:40) Recurring relationship business, implementation vs. acquisition. (42:00) Trends, likes, and dislikes. Let us know what you thought: info@marketerschannel.com Would you like to be a guest, or do you have a suggestion for a compelling guest for...

2020-02-0658 min

Corey Keating – Unfiltered Building Zencastr out of the ashes. | Josh Nielsen (011)A great conversation with Josh Nielsen the Founder and CEO of Zencastr, the high-fidelity remote recording software that’s making its mark among podcasters. Our conversation starts with the early days and how Zencastr was built in the ashes of Soundkeep and continues to outperform and exceed expectations. Within the first few minutes of this episode I share my thoughts on Kobe Bryant. Let us know what you thought: info@marketerschannel.com Would you like to be a guest, or do you have a suggestion for a compelling guest for What How? Send us...

2020-02-0253 min

Corey Keating – Unfiltered Start-up marketing mistakes, content creation at scale, and breaking the LinkedIn stigma. | John Baranauskas (010)John Baranauskas is back on the show and we get into marketing mistakes made by start-ups with good ideas, but undefined roles, content creation; how and where the opportunities are today (30:25), how clients of financial planners are disappointed in the lack of content generated out of their financial advisory firm (37:20), and how the older millennial's will eventually create a shift in the ongoing culture clash of Gen X and Millennial's (43:40). Finally, we close this episode with the hyper-growth of LinkedIn (47:20) and breaking the old stigma that “it’s a place to hang a diploma and resume,” and a little bit of...

2020-01-281h 14

Corey Keating – Unfiltered How he created a crowdfunding platform that’s changing the way businesses access capital. | George Cook (009)Honeycomb Credit, CEO and Co-Founder, George Cook joins the show to explain how they’re aiming to change the way SMBs access “quality” capital. We also get into small business trends (25:00), have microbreweries reached saturation, some of the basics that business owners ignore early on, and how business operators should start paying closer attention to their capital source(s). Let us know what you thought: info@marketerschannel.com Would you like to be a guest on SMB.FM? Send us an email at the address above. Find more about Honeycomb Credit at: https://www.ho...

2020-01-2234 min

Corey Keating – Unfiltered “Talent is rare—finding great people is more rare.” Part 2 | Jon Robinson (008)In Part 2, Jon discusses building the firm around great people, focusing on the process and trusting the outcome, and how we all naturally make emotional decisions that we attempt to later justify with facts. (4:00) Given a similar situation, would your advice to your kids in the future, match your behavior in 2007? (4:50) “You better be comfortable in what you decide and be able to own it” (8:20) Focus on the process and trust the outcome will match the intended result (13:40) We were under the spell that complexity sells (20:25) Present day (24:10) Talent is rare—finding great...

2020-01-0659 min

Corey Keating – Unfiltered “We started with all we had, $60,000, on the first day of 2007.” Part 1 | Jon Robinson (007)“We started with all we had, $60,000, on the first day of 2007.” The first half of a great, in-depth conversation with the CEO and Co-Founder of Blueprint Investment Partners, Jon Robinson (Part 1) – SMB.FM 007 Jon Robinson, CEO and Co-Founder of Blueprint Investment Partners sits down to discuss leaving Wall Street, recognizing human behavioral biases, and launching an asset manager only months before the recession. (2:00) What Blueprint does (4:15) Who Blueprint serves and the problem we set-out to solve (7:25) How we came to be (9:30) Discovering “trend-following”—The Call to Damascus (10:40) Humans are our own worst enemy...

2020-01-0625 min

Corey Keating – Unfiltered The story of Felix Gray and they're attempting to solve eyestrain, fashionably. | David Roger (006)David Roger, Felix Gray Co-Founder and CEO, joins the show to discuss the early days and how he and his team have made blue light filtering eye-wear actually, cool. (4:15) “I liked to argue” (6:40) How Felix Gray came about (10:40) “We went out to investors and they said: Yeah, good luck.” (14:30) Trying to turn off and find time outside of Felix Gray (17:20) Why CX is the most important job to our brand (19:00) Changing the framework for decision making (21:40) Our future and expanding into the youth market (24:35) Quick hit Q&A Let us k...

2019-12-1926 min

Corey Keating – Unfiltered “There’s something here, I just have to keep going.” | Charlynda Scales (005)On SMB.FM 005 we get the back story on Mutt's Sauce and the journey of entrepreneur Charlynda Scales. The story of a hopeful collegiate athlete turned active service member in the Air Force, Charlynda shares how Mutt's Sauce eventually became her life. (4:00) Still no explanation as to why Mutt's Sauce was left to me (6:40) “18 & Out” Raised to be independent (11:00) “I’m not going to be in a kitchen whipping up sauce” (13:30) Things are starting to formulate (16:18) “I just listened to people smarter than me” (21:05) Everyone thinks it’s cool to be your own boss (24...

2019-12-1242 min

Corey Keating – Unfiltered Reflecting on her unique journey and how she became the CEO of GritCycle. | Cassie Piasecki (004)On SMB FM 004 Cassie Piasecki shares her journey from being a consistent GritCycle rider and instructor, to managing the studio's social media accounts, and eventually being elevated to the head saddle & the CEO of GritCycle. (5:00) Entrepreneurial beginnings (6:50) Reflecting on regret (9:15) “I just asked if I could manage their social media” (11:00) “We would like you to interview to be our CEO” (20:00) How a collaborative “united front” helps during stressful periods (22:15) I have yet to see a partnership work like GritCycle's (24:00) Mindset of a CEO “How often are you thinking about the business?” (30:00) Staying true to t...

2019-12-0239 min

Corey Keating – Unfiltered The early days of the Ab Roller, Ab Coaster, and how Sean continues to build his company based on core values. | Sean Gagnon (003)SMB.FM episode 003 is a good one. We hear from Sean Gagnon, the CEO and co-founder of The Abs Company and discuss his early start in health & wellness and how his relentless work ethic led to his great opportunity. (3:20) Getting integrated into the original business (8:10) Handling judgement (11:45) Roles in a partnership (13:18) Mulling the buy-out (18:12) Advice for entrepreneurs (19:38) Delegate and “let go” (22:45) SMBs & competing with commodity based businesses (25:45) How Sean turned his long hours into advertising & branding success (29:00) Collecting and then using a careers worth of experiences to create new oppo...

2019-11-2635 min

Corey Keating – Unfiltered Leveraging a balanced life into owning several businesses. | Aaron Chiaravelotti (002)On episode 002 of SMB.FM we talk with Aaron Chiaravelotti, an entrepreneur that’s never known the corporate world. Aaron turned a balanced life of waiting tables and snowboarding into a successful real estate career which he later leveraged into owning several businesses in Downtown Burlington (Vermont). (3:04) Aaron’s current businesses (8:13) Starting a real estate career in 2007 (15:45) A good year in real estate almost became a medicinal marijuana dispensary (18:45) Are you an entrepreneur or investor? (22:45) “Last night I had to help and deliver some pizza’s” (so much for “passive income”) (29:20) Keeping the businesses...

2019-11-2145 min

Corey Keating – Unfiltered Leaving Corporate Finance to Start a RIA | John Baranauskas (001)On episode 001 of SMB.FM we're joined by John Baranauskas, an entrepreneur who recently left his corporate finance job to launch his own financial planning business, Sweetgum Laboratories. (2:02) Who's John Baranauskas? (7:08) Balancing family and starting a business. (13:48) Thoughts on the asset management industry today. (19:15) Legacy and succession planning for the financial advisors. (22:36) Pandering within the industry. (25:40) "Objects in motion tend to stay in motion" (29:50) What Sweetgum Labs represents as a firm. Let us know what you thought: info@marketerschannel.com Would you like to be a guest on...

2019-10-2931 min