Most of us tumble our way through business – this truth is a far cry from what we might think it’s supposed to be. But while you might think you need a fully fleshed out idea and detailed business plan, most of the magic comes through doing, trying, pivoting and making mistakes.

What if you had a real and relatable marketing approach to get the right-fit clients to choose you? In this conversation with Ellen Rogin CPA CFP®, we tackle four big questions that keep popping up when I talk to advisors about marketing.

Neil Robertson talk about the difference between messaging and copywriting and why you need both to create marketing that resonates with the right people.

Every marketing strategy needs a method. Some communicate it well and some businesses don't really know what their message actually is. I join Michael Khouri to offer an energetic, unfiltered take on how small businesses can transform their marketing message and website from blah to aha to stand out as the ideal option for perfect-fit clients.

Fraser Jack and I talk about the StoryBrand framework, how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge”.