Build in Public (E10)
Our CMO Left Us

by Potomac | Feb 15, 2022 | Martina, Podcasts

The (Christopher-less) Marketing Team discusses the importance of building a well-rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this...

Build in Public (E9)
Facebook and Paper Dolls

by Christopher Norton | Jan 13, 2022 | Christopher, Martina, Podcasts

We publicly moved on from Facebook, but we’ve recently had a change of heart. Oh, we also made paper dolls of...

Pop Culture Club (E6)
Christmas Vacation

by Jeff Goodnow | Dec 16, 2021 | Dan, Jeff, Martina, Podcasts

For the last Culture Club episode of the year, Jeff chose a holiday classic, National Lampoons Christmas...

Build in Public (E8)
Conference Season

by Christopher Norton | Oct 29, 2021 | Christopher, Martina, Podcasts

Virtual conferences suck, but it is possible to create a remote experience that your clients will enjoy and be grateful for the...

Book Club (E5)
Blend Out

by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, Martina, Podcasts

Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO, Robert...

Build in Public (E7)
The 500/100 Club

by Christopher Norton | Sep 28, 2021 | Christopher, Martina, Podcasts

This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk...