Posts by Jonathan Musgrave
Steep Summit Stories Episode 5 with Brian Levy
Summit Stories Episode 5 – Brian Levy, Founder of BML Wealth Management Brian Levy is the founder behind Irvine-based financial planning firm, BML Wealth Management, and host of The Retirement…
Read MoreSteep Summit Stories Episode 4 with Scott Dougan and Sean Lee, Creators of Retirement Elevated
Summit Stories Episode 4 – Scott Dougan and Sean Lee, Creators of Retirement Elevated Scott Dougan and Sean Lee, the two advisors behind Elevated Advisor and Retirement Elevated, run their…
Read MoreSteep Summit Stories Episode 3 with Joel Johnson
Summit Stories Episode 3 – Joel Johnson, Owner of Johnson Brunetti You’ve probably heard of “million-dollar advice” but what about “$250 million dollar advice”? Well, that’s what you’re going to…
Read MoreWhat Financial Advisors Need to Know about Apple iOS 14 and Facebook Ads
It seems that about once per year the marketing community is sent into panic with the announcement of a new app feature or ad change. 2021 is no different, but…
Read MoreSteep Summit Stories Episode 2 with Traci Radmanovich
Summit Stories Episode 2 – Traci Radmanovich, Founder of PTFT Group The first time Traci did a webinar, it didn’t go great. Despite lots of registrations and attendees, she learned…
Read MoreSteep Summit Stories Episode 1 with Bradley Geddes
Summit Stories Episode 1 – Bradley Geddes, Financial Planner at Decker Retirement Planning Summit Stories is an informal video podcast where we ask advisors from across the country about their…
Read MoreAn Advisor’s Guide to the Best Webinar Equipment
Today, millions of Americans are scrambling to work and communicate virtually. Marketing is no exception, and we’ve launched brand-new live and on-demand webinar marketing services to help you connect with…
Read MoreThe 2020 Election & Facebook Marketing
Facebook was at the center of conversations related to the elections in 2016 when the Trump campaign used the Facebook ad platform with unprecedented success. Today, as we approach the…
Read MoreLifecycle Marketing
Do you know the #1 reason people choose you to be their financial advisor after their seminar is? Is it how sharp you dressed? How polished your presentation was? How…
Read MoreTransparency in Digital Marketing
We’ve all heard people refer to our point in time as “the information age.” It’s true, our generation has unprecedented access to information. Researchers estimate that between television, radio, the…
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