#001 — An introduction to Paul Kingsman and what you can look forward to in his new podcast specifically for financial advisors!
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#025 – Many busy advisors explore using LinkedIn, but soon become overwhelmed and confused then end up ignoring it. After all, isn’t it mainly a job seeker and recruitment tool, and why should they spend their limited time there? LinkedIn expert Jennifer Darling says no businessperson can afford to ignore LinkedIn because it can be a powerful marketing machine for your business – if you set up your profile in the right way. In this interview she explains the three areas to concentrate on to simply set up your LinkedIn profile the right way, for lead generation, sales and even client retention.
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#024 – Having a well-published book that effectively showcases your approach and philosophy can significantly change your business for the better, says literary agent and publishing consultant Cynthia Zigmund. But understanding the steps to achieve that is often nuanced and can be overwhelming, especially to people who haven’t done it before. Cynthia discusses the difference between printing and publishing and highlights keys to creating a powerful tool to boost your credibility and perceived expertise. Advisors who want to use a book to showcase their services and the help they offer need to know their audiences’ expectations and understand that creating a successful book requires much more than simply writing a manuscript. Cynthia shares how she and her team at Second City Publishing can help advisors, allowing them to focus on their writing, while the team shepherds everything else.
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#023 – Mitch Anthony has been creating innovative client-discovery approaches for financial advisors to use for more than two decades. He says soft skills are hard to master, and advisors need to work on having genuine dialogues. In this episode he discusses the need for advisors to be curious and comfortable asking more interesting questions that lead to more valuable results. In turn, clients will be thrilled and advisors will be more engaged and find greater enjoyment in what they do.
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#022 – LaRae Quy, former FBI agent and mental toughness expert, teaches leaders how to develop strong minds. In this episode she talks about how uncontrolled emotions can sabotage our brains, leading to poor behaviors and undesirable outcomes. Anyone, she says, can learn and use mental toughness to get the results they want more easily. She discusses ways to cultivate the key tools of self-awareness, resilience, positive thinking, and willpower. She also sheds light on how optimism can hamper our desired success and the surprising power of an old-fashioned pen-to-paper to-do list.
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#021 – Brian McArthur has enrolled close to 1,000 people in Medicare, realizing a benefit of price improvement for almost every one of them. Full-service, financial planning focused advisors across the United States trust him to guide their clients to highly successful Medicare results. Despite its confusing nature, Brian is quick to point out that Medicare is always good news. His Medicare Execution Process™ allows advisors to provide their clients with unexpected, but always welcome direction—without having to become Medicare experts themselves.
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#020 – Meghan Hyland, CFP®, is passionate about empowering others to grow their confidence, knowledge and choices, whether she is helping her clients, colleagues or girls from developing countries through her work with the non-profit SHE-CAN. She says the key to the success she has achieved professionally and personally is full, disciplined commitment. When you hear her story, you’ll also see that her patience to learn and develop relationships built on trust, as well as not being overly concerned about her own ego are important ingredients, too. Her first couple of years in the industry were essentially in an apprentice role to one of the partners of the firm she is still with, WestHill Financial Advisors. She shares about how the firm’s fixed focus on client experience and value has led them to be trusted partners clients rely on, not just for investment management but for advice and resources in making life decisions.
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#019 – Playing football in the NFL felt like SaVion Harris’ destiny – his brother and many close friends played, and he always thought he would be next. But a college season filled with multiple significant injuries brought an end to that dream and forced him to pivot. Knowing he had given his all to his lifelong dream, the transition did not leave him filled with regret; but instead feeling grateful. The game he loved had prepared him well for his next step in life – becoming a financial advisor. Hear how SaVion shifted his “big-dream” approach, teamwork skills, and honest self-analysis to the financial services industry, overcoming setbacks to successfully build a business based on serving his clients like family.
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#018 – So many financial professionals end up trading their health for their career and don’t really take notice of their declining health until they get some shocking wakeup call. But, exercise physiologist and Certified Wellness Coach Stevyn Guinnip says it doesn’t have to be this way. We can avoid or even recover from “Advisor-Bod.” In fact, she says, advisors’ financial know-how is actually a super-power they can apply to reclaiming their health for good, staying on track forever, and retiring “wellthy.” She says the journey to physical health is almost identical to the journey to financial wealth, from starting early, to having a plan, to making small but consistent deposits. In this interview she talks about some of the most important (and obvious) health markers many advisors are overlooking and provides many no-cost, easy-to-implement activities to boost your wellness account balance, which is just as vital to a quality retirement as your financial account balance.
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#017 – Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, says financial advisors are their own worst clients. Advisors rarely do financial planning or retirement planning for themselves like they do for their clients, and most advisors’ business succession plans fail because they never get started. Brock, a 3rd generation financial advisor herself, is founder of Ellevate Advisors, LLC, the only advisory firm in the world that specializes in financial planning and exit coaching for advisors. She discusses why advisors need to hire a professional to advise them, despite often believing they can best take care of things for themselves. She also highlights issues people simply can’t work through effectively without outside/distanced input. Hear her specific advice for advisors about how to avoid distractions and shape your day-to-day activities to ensure you successfully achieve your end vision for both your professional and personal life.
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#016 — Client insight and engagement expert Julie Littlechild says after what has happened over the past couple of years, advisory clients’ biggest issues don’t have to do with the service advisors are delivering, but has more to do with how they are feeling about what’s important to them and how they think about the future. She says these changes in clients’ focus and mindset scream of opportunity for advisors to cultivate client loyalty, but only if advisors are bold enough to lay aside old assumptions and ask clients what they now need, want and expect.
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