Season 1 episode 6 - How to Use TikTok to Market Your Financial Services Practice ft. Brad Klontz

About our guest…

Dr. Brad Klontz helps people master the psychology of wealth and live a life of abundance. He’s also managing principal at Your Mental Wealth Advisors™, Co-Founder of the Financial Psychology Institute™, and Associate Professor of Practice at Creighton University Heider College of Business. Dr. Klontz is also an author of 5 books on financial psychology, including Mind Over Money, Facilitating Financial Health, and Financial Therapy and most recently "Money Mammoth: Unlocking The Secrets Of Financial Psychology To Break From The Herd And Avoid Extinction".

We cover money, psychology and marketing. More specifically, how social selling and the digital marketing landscape has evolved since Dr. Brad entered the business. We will also dive into a relatively new social media platform--TikTok. Dr. Brad will share some of the tools for crushing content on the platform along with the advantages/disadvantages, and finally a posting strategy that you can use.


What we talked about…

🎙️Why your comfort level can cause you to miss out on opportunities that platforms like TikTok bring and the key to selling online

🎙️TikTok as a social media platform

🎙️Brad shares his number one tip on starting a TikTok account and how to be successful

🎙️Posting strategies and how he got to 260,000 followers


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Season 1 Episode 7- Understanding the Importance of Financial Planning ft. Ana Trujillo Limon

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Season 1 episode 5 - Inside the CFP Exam and What You Need to Pass ft. Gary O. Clement