whitepapers

Lisa Brown is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Georgia and North Carolina that oversees nearly $5 billion in assets under management for over 1,500 households. By digging deeper into an existing firm niche focus of Coca-Cola employees within the organization, Lisa was able to write white papers for these employees that eventually built her expertise and client base within the company and led to referrals and growth from being so visible at the Coca-Cola offices.

Listen in as Lisa shares how she became known as a familiar and trusted financial expert in the Coca-Cola community, how she is now beginning to guide and train the next generation of advisors in the firm on how to become effective business developers, and how she was able to build her confidence and expertise as an advisor. We also discuss how she has been able to prioritize her work so she can regain more family time, as well as why she believes the key to her success now is measured by how much she can help younger advisors build their skills and confidence and find their own path to success.

For show notes and more visit: https://www.kitces.com/315

Today's guest on the Niche Pursuit podcast is Carlos Meza. Carlos is the CEO of Crowd Content.

Carlos talks to Jared about all things content and what it takes to produce the people-first content that Google wants from blogs and websites.

In this episode, we talk about alternative strategies for nurturing soft leads to a close.

00:00:49 - Traditional Lead Capture: Get an Email Address and Send Content
00:03:00 - Manual Nurture: Use Your Flow of Content to “Give” Some Value in Follow-Ups
00:06:25 - Get Users to Visit Your Website so You Can Show Them Ad Retargeting
00:10:22 - Create a Members-Only Content Access Group With Valuable Content
00:12:50 - Engage Prospects as Content Generators: Interview Them for Your Own Content

For more on the tools and tips in this episode, please visit:
https://www.dodgeballseo.com/

In this episode, we talk about getting the most SEO value out of your webinar content.

00:01:54 - Use Your Landing Page as an SEO Content Page
00:03:17 - Load the Full Webinar Transcript to Your YouTube Description
00:05:05 - Make the Full Transcript Available on a Web Page
00:09:33 - Build Links to New Content from Older Pages
00:12:32 - Use Keyword Research to Develop Your Content

For more on the tools and tips in this episode, please visit:
https://www.dodgeballseo.com/
https://www.rev.com/
https://vimeo.com/

Bio for Lisa Earle McLeod

Lisa Earle McLeod is a Strategy Consultant, Founder of McLeod & More, Inc., and author of Selling with Noble Purpose.

Episode highlight

Listen in on how Lisa Earle McLeod refocuses businesses on innovating to make customers’ lives better. 

Links

Email: lisa@mcleodandmore.com

Contact: https://www.mcleodandmore.com/contact/

Website: www.mcleodandmore.com

Twitter: https://twitter.com/LisaEarleMcLeod

LinkedIn: https://www.linkedin.com/in/lisaearlemcleod/

Quotes

“[Nobility] is in the service of someone besides yourself or in the service of a cause bigger than yourself.”

“Money matters, and when you make it for other people, that is a big day!” 

“If you have disdain for wealthy people, the likelihood of you becoming one of them is pretty small.”

Takeaways

Childhood incidents:

Lisa was 14 when she got her first job at Doughnut King and was entrusted with running the store alone. On one Saturday, a group of firefighters purchased all the doughnuts in the store. When the owner returned, Lisa loved the look on his face as he excitedly counted the money in the cash register. This inspired her to begin on her journey of “helping people make money.”

In the middle of third grade, Lisa and her brother enrolled in a Hawaiian school for a month, where they were the only white kids. However, she was “welcomed graciously” and does so to any minority in her life.

Groups you were born into and belonged to: 

Lisa was born into a middle-class family and there was a palpable disdain of wealthy people in her neighbourhood. While Lisa’s mother was an atheist, Lisa joined a faith called Unitarian Universalism. 

Temperament and personality influences

Lisa claims she is an extrovert, a storyteller, and a seeker of solutions. With time, she has learnt to become a better listener and be more concise and open-hearted in her communication. 

A time I became aware that my way of doing things was cultural and specific to my cultural experience

Lisa comes from a family of “over-talkers” and is used to people speaking over each other at dinner and is intrigued by households different from hers. 

Advice to an employer to work with me

Lisa claims that her best clients are those who have valuable offerings for their clients and want to:

1. Differentiate and stand out in the market
2. Help their team be laser-like focused on customers
3. Build a tribe of people who are so emotionally engaged and excited about their job that they think and talk about it with pride

More great insights from our guest! 

Lisa recommends downloading and using the whitepapers from her website to incorporate noble purpose into your business! 

Hello, 2Babe's Listeners!

It's Epi. 49; back in the studio and interviewing our industry's very best from all across the globe!

This week our 2Babe's,  the lovely, Sarah & Nick host Co-founders Stan Garber & Alex Yakubovich at Scout RFP (www.scoutrfp.com) in California.

In this episode, our experts talk about Request for Proposal's (RFP's) and Sourcing Software and how these options are underlooked within most businesses, which have cost organizations both in valued time and money. 

Expect to learn more about the value of sourcing, the main advantages of strategic sourcing, and all the upcoming projects Scout RFP has in store to generate new ways to finalize business projects. 

"Scout RFP is all about building a painless way of dealing with RFP and Sourcing Software and the buying process. Download this episode today as well as, pick up their white paper on High-Performance Sourcing and Procurement from the Harvard Business Review."

www.scoutrfp.com

2Babes Talk Supply Chain Website: http://www.2babestalksupplychain.com/