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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Feb 21, 2018

This is the first in a series of episodes in 2018 where we will take you “in the trenches” with financial advisors that are using different modern media strategies to build their businesses.

A couple years ago, Rick Unser and his team needed to find a better new business acquisition strategy. After reviewing their current marketing strategy, he aimed to find new, unique ways to develop a long-term exponential growth strategy for his practice.

He settled on podcasting and, after 100 episodes, it has turned into much more than just a growth strategy.

In today’s episode, we take you “in the trenches” with Rick to talk about his experiences on the podcast, titled 401(k) Fridays, along with details on how other financial advisors can identify a unique marketing strategy for their business.

For full show notes and links mentioned in this episode, visit