Episodes

  • Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)

    Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)
    May 21 2024
    Let’s say your clients are very happy to work with you. They even tell their friends and family about you. But that’s it — they only talk about you. Very few take action and reach out. No matter what you do, you can’t seem to get people from neutral to drive!
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    37 mins
  • Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)

    Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)
    May 14 2024
    Financial advisors offer many of the same products and services. So what sets one apart from another?
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    29 mins
  • How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)

    How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)
    May 7 2024
    Can anyone launch and leverage a podcast for business growth and authority?
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    28 mins
  • How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)

    How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)
    Apr 30 2024
    Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions?
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    29 mins
  • Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

    Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)
    Apr 23 2024
    Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference? Successful events have a rock-solid plan
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    30 mins
  • Why the Best Experts Aren’t Afraid To Say “I Don’t Know” With Maggie Jackson (Ep. 463)

    Why the Best Experts Aren’t Afraid To Say “I Don’t Know” With Maggie Jackson (Ep. 463)
    Apr 16 2024
    Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't? In reality, being unsure can be a strength — when channeled effectively.
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    27 mins
  • Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)

    Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)
    Apr 9 2024
    You know what marketing is, right? But what about the difference between foundational and growth marketing?
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    29 mins
  • How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)

    How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)
    Apr 2 2024
    We all love a good story. In fact, we’re hardwired for it. But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?
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    31 mins