https://dpapodcast.com/Work smarter. Gain control. Succeed sooner.en-UShttps://dpapodcast.com/overcome-linkedin-overwhelm-and-make-it-your-business-marketing-machine-with-jennifer-darling/#025 – How do you make LinkedIn a marketing machine for your business, without it becoming overwhelming and a giant suck on your time? Jennifer Darling shares simple questions for you to answer and step-by-step simple solutions for how to implement the answers to wow your ideal clients from the moment they land on your LinkedIn profile. She gets granular about lead magnets, post content, and post frequency to get LinkedIn powerfully working for you. Reach out to Jennifer and take advantage of the free LinkedIn resources she’s offering to DPA Podcast listeners: Get her step-by-step Ultimate LinkedIn Profile Checklist and receive further free training to polish your profile via email.Connect with her on LinkedIn at Jennifer Darling Speaks and send her a message saying you heard her on Paul Kingsman’s Distraction-Proof Advisor podcast to receive another bonus training.Email her at Jennifer@JenniferDarlingSpeaks.com and let her know you heard her on the Distraction-Proof Advisor Podcast for yet further free training resources.Contact her via LinkedIn or email if you need a conference speaker or private training to help to maximize your or your team’s use of LinkedIn.Wed, 31 Aug 2022 21:49:22 +0000https://dpapodcast.com/?p=365https://dpapodcast.com/the-power-of-a-well-published-book-with-cynthia-zigmund/#024 – Why would a financial advisor want to write a book? Cynthia Zigmund says there can be a range of reasons – from a brief introduction to a deeper dive into your business philosophy and showcasing how you use your expertise to positively impact your clients’ lives. If done well, it can make a huge difference in connecting with your ideal clients. But many aspiring authors don’t know what to expect or have misconceptions about what creating a useful book entails. Many don’t understand that creating a well-published book is much more than simply printing a manuscript. She discusses what makes a successful book and how her team at Second City Publishing Services provides direction and resources to ensure a great end result. Connect with Cynthia to learn more about how she and her Second-City Publishing team can help you create a book that will be a powerful tool to boost your business:   Visit her website, SecondCityPublishing.com.Email her.Wed, 10 Aug 2022 19:57:13 +0000https://dpapodcast.com/?p=360https://dpapodcast.com/ways-to-keep-the-main-thing-the-main-thing-with-mitch-anthony/#023 – Mitch Anthony helps advisors understand the need for listening and hearing people, then provides practical solutions and ideas how to do that. He’s certainly experienced to do this: he significantly helped his local community by establishing their first suicide/crisis hotline. Mitch saw firsthand the importance of allowing people to feel heard during their deepest and most personal times of need⁠—much like financial advisors need to do when listening to their clients' plans, regrets, and aspirations. In this episode he discusses important mindsets and skills necessary for engaging clients in meaningful conversations, including patience and empathy. For your clients to truly open up and see you as the professional they need, Mitch says advisors need to get to the heart before going for a product. Everyone has a story; the sooner someone sees you as genuinely interested in hearing theirs, the sooner they’ll trust you, telling you more and permitting you to fill an invaluable role in their lives. Ways to connect with Mitch and learn more: Explore the books he’s written, including his classic StorySelling for Financial Advisors as well as his new Life-Centered Financial PlanningLearn more about the speaking Mitch doesFind out more about becoming a Life-Centered Advisor and access discovery tools and other resourcesCheck out higher education courses focused on Life-Centered Financial Planning at Texas TechEmail notes and questions directly to MitchWed, 06 Jul 2022 21:58:03 +0000https://dpapodcast.com/?p=352https://dpapodcast.com/tools-to-grow-a-strong-mind-with-larae-quy/#022 – LaRae Quy was an FBI undercover and counterintelligence agent for 20 years and spokesperson for the Agency’s San Francisco Division for another 4 years. Today, she marries neuroscience and social psychology to help people develop mental toughness so they can effectively manage their emotions, thoughts, and behavior in ways to set themselves up for success. In this episode, she discusses key processes for developing a strong mind, which all start with facing reality and self-awareness. She says while life can be hard, and pain is inevitable, growth is optional. She is on a mission to equip people with tools to choose growth and enjoy the results. Connect with LaRae and learn more of her insights at her website, including: Learning more about mental toughness and well-being at her blogTaking her mental toughness assessmentChecking out her books at her bookstoreWed, 15 Jun 2022 22:07:03 +0000https://dpapodcast.com/?p=341https://dpapodcast.com/navigate-your-clients-medicare-enrollment-with-the-medicare-whisperer-brian-mcarthur%ef%bf%bc%ef%bf%bc/#021 – Brian McArthur, creator of the Medicare Execution Process™, understands why Medicare is the most overlooked part of the financial planning process: it’s convoluted, constantly changing and creates minimal revenue. Advisors know Medicare planning is a need for all their clients who reach age 64, yet industry education has been lacking in equipping advisors to guide their clients to effective Medicare results. Clients’ confusion is only multiplied when they are bombarded by the Medicare insurance industry’s fear-based marketing material. Brian provides a way for advisors to have clients look to them for the advice and guidance they most need at this perplexing time. Ways to connect with Brian: Via email, Brian@DesignMyMedicare.com, to schedule a phone conversation and learn more about how he can help you help your clientsLearn more about the Medicare Execution Process™ at DesignMyMedicare.comWed, 01 Jun 2022 23:11:35 +0000https://dpapodcast.com/?p=330https://dpapodcast.com/unlocking-resources-and-creating-great-opportunities-with-meghan-hyland/#020 – Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete, and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past. Rather than seeing it as a limit on her freedom, she believes it gives her more freedom to choose activities that make a difference in her life and the lives of those she advises, works with, and mentors. She dives into details of WestHill Financial Advisors’ philosophies which drive everything they do and their continued high growth, from insisting on financial planning, having less frequent portfolio reviews, sticking to the AUM-fee model, and passive investing approach. Ways to connect with Meghan: WestHill Financial Advisors' websiteLinkedInThu, 19 May 2022 07:01:00 +0000https://dpapodcast.com/?p=321https://dpapodcast.com/turning-setbacks-into-new-profitable-opportunities-with-savion-harris/#019 – SaVion Harris could have responded to the premature end of his lifelong dream with bitterness, regret, or even self-pity, but that’s not in his character. Although he ultimately did not play professional football, as he had always envisioned, he appreciates how his years of training for that dream shaped him and prepared him for his future as a financial advisor. Hear him tell about how he used what the game had given him – an appreciation for strong habits; knowing the value of a positive resilient attitude; and deep, lasting relationships to propel him to the next step in his life – becoming a financial advisor. He remains connected to the game he loves and says now instead of being a player, he's a financial coach to his clients, many of whom are professional athletes. Ways to connect with SaVion: Email SHarris@IntercontinentalWealthAdvisors.comSocial MediaLinkedIn https://www.linkedin.com/in/savionharrisInstagram https://www.instagram.com/savionharris_Wed, 04 May 2022 22:14:08 +0000https://dpapodcast.com/?p=310https://dpapodcast.com/beware-of-advisor-bod-protect-and-grow-your-wellth-with-stevyn-guinnip/#018 –  Stevyn Guinnip, wellness coach for financial folks, calls herself a “wellth advisor.” Her own health crisis at age 40, precipitated by age, hormones, a desk job and high stress left her in a state where her body aged dramatically essentially overnight. Conventional wellness wisdom failed her. Ultimately she saw this crisis as a gift:  it gave her a new understanding of aging and how to build “wellth,” an asset to protect and grow for more long-term choices and security, in a similar way to building wealth. More than 95% of retirees say health is more important than wealth to a successful retirement, yet health and healthcare are the financial planning “wildcards.” Stevyn helps advisors understand that health is a critical pillar of wealth and should be a part of comprehensive financial planning for both their clients and themselves. She guides her advisor clients to improve their own health in manageable and sustainable ways so they can better support those they care about and live a happier life with more choices. She believes financial services professionals are in a unique position to support wellness for their own clients, too, providing resources for advisors to drive both their own and their clients’ long-term financial stability. Take Stevyn’s “wellth” quiz to discover your own Wellth Score and suggestions for healthy next steps.Find out more about how to take better care of yourself and your clients with Stevyn's Wellth Club.Connect with Stevyn and see her health-related content on LinkedIn. Check out a fun way Stevyn mentioned to stick to the basics of healthy eating with Dr. Greger’s Daily Dozen and get links to his Daily Dozen app.Wed, 20 Apr 2022 22:16:24 +0000https://dpapodcast.com/?p=296https://dpapodcast.com/why-advisors-need-to-hire-a-financial-planner-with-brooklyn-brock/#017 – Advisors are notorious when it comes to doing financial planning for themselves, even though they may insist on it for their clients. Brooklyn Brock says this seeming neglect shouldn’t be surprising: as business owners, advisors’ plans are likely to be especially complex. Because of the demands of their job, they often are pulled in many different directions and don’t have the time and energy to devote to the planning process for themselves. Her company, Ellevate Advisors, specializes in providing financial planning and exit coaching exclusively to financial advisors. With an advisor background herself, Brooklyn and her team have developed specific tools to help advisors weigh up acquisition, sale, and exit options and how your choices will affect your other professional and personal financial goals. She helps advisors create their own plans, guided by their hopes and values, rather than leaving things up to chance, being driven by fear, or most likely, simply ignoring issues until it’s too late to shape what you really want. Connect with Brooklyn on LinkedIn and other social media platforms. Sign up to get her weekly tips and gain great insights from previous Ellevate Advisors blog posts. Schedule a free-30-minute consultation to learn more about how she can help you and your business. She also offers paid 90-minute strategy sessions to talk through deeper financial planning and exit planning details, including putting together a plan with next action steps for you. Explore Ellevate Advisors’ resources specifically for advisors and use promo code distractionproof10 for 10% off your purchase.Thu, 07 Apr 2022 00:36:05 +0000https://dpapodcast.com/?p=285https://dpapodcast.com/youre-missing-opportunities-if-youre-relying-on-old-assumptions-with-julie-littlechild/#016 – The last two years have changed almost everything, and if you’re relying on old assumptions you likely have the wrong ideas about what your clients need, want and expect, says client insight and engagement expert Julie Littlechild. What has in the past seemed too “touch-feely” to be very relevant to financial advising is now key to effectively connecting with and leading your clients in ways that truly meet their needs, wants and expectations of their advisor. Julie emphasizes the difference between seeking client input (which focuses on how the advisor is doing their job) and client feedback (which instead focuses on how the client is doing). She says only when advisors ask the right questions to understand their clients’ feelings, concerns, and needs can they properly strategize how to effectively lead clients and deliver the best possible experience for them Check out Julie’s firm Absolute Engagement and resources there including: a sample chapter of Julie’s book, The Pursuit of Absolute Engagement their 2021 Investor Report, examining how clients’ needs and expectations have changed and the impact that has on the client experience and the Absolute Engagement blogWed, 16 Mar 2022 20:22:11 +0000https://dpapodcast.com/?p=276https://dpapodcast.com/sell-less-and-advise-more-attract-ideal-clients-through-podcasting-with-matt-halloran/#015 – Matt Halloran and the team at ProudMouth guide financial services professionals in marketing strategies and techniques that allow advisors to become trusted authorities in what they do rather than be transactional salespeople. With more than 20 years' experience in the financial services industry, where he has studied the way people communicate, Matt is a financial branding and social media expert. He helps advisors use podcasting to create trust and build rapport with prospects and COIs before they ever meet face to face. In this episode, he discusses how ProudMouth provides advisors podcasting systems, topics and even outlines that solve the issues of what to talk about, how to say it and compliance concerns, while boosting advisors’ credibility and getting them noticed in ways that attract more ideal relationships. Connect with Matt LinkedIn                             Twitter     ProudMouth Website    Check out ProudMouth’s PodcastsTop Advisor Marketing Podcast - marketing strategies tailored for advisors and connections with top industry leadersBe Your Own Loud - featuring amazing people who’ve gained influence by being unapologetically themselves Learn more about Matt's books for financial advisorsThe Social Media Handbook for Financial Advisors99 Best Ideas for Financial Services Professionals to Use in Their PracticeMon, 07 Mar 2022 14:20:21 +0000https://dpapodcast.com/?p=267https://dpapodcast.com/why-leading-with-curiosity-works-best-to-preserve-families-and-perpetuate-businesses-with-david-specht/#014 – The Family Business Whisperer, David Specht, says working with family-owned businesses is forever interesting because each family is like a unique puzzle. Yet, again and again, he sees advisors make the mistake of focusing on product instead of people. And even those who do focus on people can undermine their efforts by leaving key people out of the conversation, failing to be genuinely curious about others in addition to the typical family business-decision maker, and not showing empathy. David talks about how to pay attention to the right people, ask tough questions, and focus on what matters most to bring value that creates clients relationships that last for generations. Connect with Dave on LinkedIn or via email. Learn more and get Dave’s book The Family Business Whisperer and his free bonuses.Thu, 17 Feb 2022 02:41:34 +0000https://dpapodcast.com/?p=259https://dpapodcast.com/how-to-replicate-your-ideal-clients-client-advisory-boards-with-stephen-wershing/#013 — Who are your ideal clients? Wouldn’t you like to work with more people just like them? But what will attract people like this to you? Why would they choose you over an advisor down the street? Steve Wershing says your clients know why you’re the best advisor for them and can tell you how to find more clients like them. He is the nation’s foremost authority on financial client advisory boards, and his firm, The Client Driven Practice, LLC, collects feedback from your clients and then coaches you to use it to create referral marketing that works. In this episode, he talks about who should be on your advisory board (including the non-clients you want on your board), how boards operate best, and ways to focus on and know you’re delivering what your clients want most from you. He also shares great insights about helping clients feel comfortable working with a team, the real job of advisory founders, and why you may even want a curmudgeon to be on your board. Download Steve’s Free Resource: Five Things You Need to Hear from Your Clients Today Learn more about client advisory boards at The Client Driven Practice website.Wed, 02 Feb 2022 20:25:21 +0000https://dpapodcast.com/?p=249https://dpapodcast.com/create-your-blueprint-for-success-part-2/#012 – Part 2 of the process Paul Kingsman and his coaching clients use to set and achieve goals for themselves. After creating your TARGET Goals, which Paul shared in detail in Episode 11 – “Create Your 2022 Blueprint for Success – Part 1,” join him for this next part of creating your pathway to the success you want. He’ll explain how to turn your goals into practical, actionable priorities that will shape your daily activities. You’ll learn how to leverage the benefits you’ll enjoy when you achieve your goals to stay focused and motivated as you move toward your success as quickly as possible. Download the full Distraction-Proof® Pathway instructions and the fillable worksheet to create your own Distraction-Proof® Pathway. Watch a replay of Paul's Ash Brokerage webinar, covering each step of the process involved in creating your own 2022 Blueprint for Success. If you missed Episode #011 with a full explanation of TARGET Goals and the related written instructions and worksheets, listen to get the full details of the first step in creating your blueprint for success.Wed, 19 Jan 2022 23:42:02 +0000https://dpapodcast.com/?p=230https://dpapodcast.com/create-your-2022-blueprint-for-success/#011 – Paul Kingsman shares the goal-setting and achieving method he uses for himself and his coaching clients, so you, too, can avoid the frustrations and disappointments of New Year resolutions that are long forgotten by February. Learn what to do, step-by-step, to create the tools you need to stop wasting your effort and your time and confidently know you are doing what matters most to overcome distractions and reach your personalized ideal picture of success as soon as possible. While taking time out of your busy schedule to think about and plan your year ahead may feel unproductive, it is actually the best investment you can make to save future time, emotion and energy. Download the full TARGET Goal Instructions and blank templates you can use to set your own TARGET Goals for both your professional and personal life. Watch a replay of Paul's Ash Brokerage webinar covering each step of the processes involved in creating your own 2022 Blueprint for Success. Get a sample of Paul's book The Distraction-Proof Advisor on his website or get your own copy of the entire book from Amazon.Thu, 06 Jan 2022 06:12:24 +0000https://dpapodcast.com/?p=215https://dpapodcast.com/through-setbacks-to-significance-with-nicole-middendorf/#010 – Entrepreneur, money maven, and wealth advisor Nicole Middendorf gets personal about struggles in her life that led to her a low point of feeling she had lost herself in a life she never wanted or imagined. She shares how her own process of figuring out how to start over, including reigniting an entrepreneurial passion she’d had since childhood, and creating a vision for the life she did want would eventually lead her to empowering clients, colleagues and audiences to make crucial positive changes in their own lives so they, too, can find happiness in their financial, professional and personal lives. Nicole tells how she keeps perspective and balance in her busy life, including regularly assessing what’s working and what’s not, seeking feedback, being authentic and transparent, as well even welcoming mistakes as opportunities to learn and improve. Connect with Nicole all across social media, including LinkedInFacebookInstagramTwitter Also, visit her website, ProsperWell.com to check out her educational resources and even see what she and her team have completed on their Live it Lists™.Thu, 06 Jan 2022 05:54:45 +0000https://dpapodcast.com/?p=211https://dpapodcast.com/valuable-life-lessons-to-grow-your-business-with-mike-mcglothlin/#009 — The financial services industry landscape is fundamentally changing, creating great opportunities, if advisors are willing to shift their mindset and behavior. Mike McGlothlin, an expert in business-growth strategies for financial advisors, shares valuable life lessons learned while working with legendary Indiana basketball coach Bob Knight that, for decades, have propelled both professional and personal success for him and the business teams he has led in our industry. He and Paul dive into the value of processes, consistently executing small steps, controlling the “controllables,” and the critical advantage of collaborating with peers. Check out Ash Brokerage's resources for advisors. Connect with Mike and more of what he offers, including mini-courses for advisors at HighPerformingPractice.com. Or follow him on Twitter @McGSpeaks.Thu, 02 Dec 2021 08:00:24 +0000https://beta.dpapodcast.com/2021/12/02/valuable-life-lessons-to-grow-your-business-with-mike-mcglothlin/https://dpapodcast.com/relationships-over-returns-providing-clients-with-true-value-with-tim-halverson/#008 — Now is an opportune time to build deep and lasting relationships with clients, and the best way to do that, according to Senior Regional Director, Advisory & Intermediary Solutions at Russell Investments, Tim Halverson, is to ask great questions, truly listen to their answers, show them empathy in these uncertain times, and keep them on track with plan. While he says there is always a place for great returns, what is even more important is clients’ assurance that you care for them and are there for them. The greatest ROI activity an advisor can do is to spend their time developing meaningful client relationships. Check out Russell Investments' resources for advisors. Take a deeper dive into Russell Investments’ 2021 Value of an Advisor Study that Tim and Paul discussed. Connect with Tim personally either via email (thalverson@russellinvestments.com) or on LinkedIn.Thu, 18 Nov 2021 08:00:38 +0000https://beta.dpapodcast.com/2021/11/18/relationships-over-returns-providing-clients-with-true-value-with-tim-halverson/https://dpapodcast.com/what-most-advisors-dont-but-should-know-about-college-funding-with-joe-messinger/SHOWNOTES #006 — Over 70% of parents say their number one concern is paying for college, but most advisors do not have the tools, resources, or training to help guide their clients through this daunting and confusing process of making one of the biggest expenditures of their lives. Joe Messinger is on a mission to change the way America shops for college. He and his team have cracked the code. They help advisors help their clients know they’re not overpaying for college and ensure their children get great educations, without having to rob retirement funds or drown in student loan debt. Joe shares eye-opening realities about the college marketing machine and shares how College Aid Pro educates and supports advisors so they can stand out from the crowd and successfully guide their clients through the college-funding maze. Their solutions go well beyond the typical 529-plan and loan solutions and ensure every student having clients arrive at well-informed, affordable college-buying decisions, while simultaneously cultivating clients for life. To connect with Joe and learn more about his college-planning resources, visit CollegeAidPro.com.Thu, 04 Nov 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/11/04/what-most-advisors-dont-but-should-know-about-college-funding-with-joe-messinger/https://dpapodcast.com/helping-clients-and-their-families-finish-well-with-molly-prues/SHOWNOTES #005 – Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families. Molly has more than 25 years’ experience working with older adults and their families and also journeyed alongside her mother as her caregiver for 12 years. She founded her company VistaLynk to promote awareness of older adults’ needs and develop solutions to reframe our vision of aging and caregiving. To connect with Molly, visit her website at VistaLynk.com.Thu, 21 Oct 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/10/21/helping-clients-and-their-families-finish-well-with-molly-prues/https://dpapodcast.com/why-you-need-a-clear-vision-for-your-business-and-how-to-create-one/SHOWNOTES #004 – Paul Kingsman shares the main cause of distractions that result in so many of advisors struggling, the keys to creating an effective vision for your business and how to use it to help you identify distractions, direct your daily activities, and ultimately succeed sooner.   To hear more about creating a vision for your business and for your clients, check out some of Paul’s vlog posts about the topic: Succeed Sooner With This One Thing Picture It This Clearly – Part 1 Picture It This Clearly – Part 2 Lessons Learned From Wearing Catsuits Give People a VisionThu, 30 Sep 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/09/30/why-you-need-a-clear-vision-for-your-business-and-how-to-create-one/https://dpapodcast.com/growing-your-business-without-burning-out-yourself-or-your-team-with-jennifer-goldman/SHOWNOTES #003 — Go from surviving to thriving. Business transformation expert Jennifer Goldman discusses helping financial advisors make operational changes to end the frustration and overwhelm and create the businesses they always wanted, with happier owners, staff and clients. She highlights common challenges and solutions, that require time but deliver results. To connect with Jen: Google “Jennifer Goldman Consulting”Reach out on LinkedIn https://www.linkedin.com/in/jenniferagoldmanCheck out her resources on her website https://www.jennifergoldmanconsulting.com/Thu, 16 Sep 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/09/17/growing-your-business-without-burning-out-yourself-or-your-team-with-jennifer-goldman/https://dpapodcast.com/gold-medal-mindset-with-olympic-gold-medalist-wendy-boglioli/SHOWNOTES #002 — Wendy Boglioli and her teammates went into the 1976 Olympics with the deck stacked against them. After facing a week of devastating defeats in the pool against the systematically doped East German women’s team, the US women decided they were not leaving without a gold medal. Hear about one of the greatest races swam, the mindset to succeed in Montreal, and how Wendy then applied the lessons she learned to become a successful long-term care specialist, consistently ranked among the top producers in the US. To learn more about Wendy or book her to speak to your financial services group contact https://www.rmaconnect.com/speakers-and-trainers/wendy-boglioli/Thu, 02 Sep 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/09/03/gold-medal-mindset-with-olympic-gold-medalist-wendy-boglioli/https://dpapodcast.com/welcome-to-the-distraction-proof-advisor-podcast/SHOWNOTES #001 — Calling all financial advisors — get equipped to build the business you want! Frustrated with lurching instead of leading? Has your vision for your business become unfocused as demands and distractions grow? You’re not alone. Most financial advisors feel they don’t have control of their business. But this new podcast will help break free from the frustrations and distractions that hold you back. Listen and learn how to gain control, work smarter, and succeed sooner.Thu, 26 Aug 2021 08:00:00 +0000https://beta.dpapodcast.com/2021/08/19/welcome-to-the-distraction-proof-advisor-podcast/