#015 — Matt Halloran respects how tough it is for financial advisors to run a practice, do effective marketing and live a life. He teaches advisors how to use podcasting to amplify their influence while being themselves, letting their passions shine through and creating strong brands that resonate with ideal prospects and centers of influence – all within our highly regulated industry of financial services.
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#014 — Focusing on people over product, including being genuinely curious about even the non-obvious influences on the decision-making process, leads to creating client relationships that last for generations. Family-business expert David Specht is the Director of the Drucker School Global Family Business Institute. He says advisors need to understand that curiosity trumps credentials when bringing lasting value to client relationships.
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#013 — Specifically asking clients for referrals doesn’t work. However, your ideal clients know exactly what they like most about you and can highlight what you need to focus on most to grow your business with clients you love working with. Client advisory board authority Steve Wershing discusses how to create and leverage a client advisory board to gain valuable insights that lead to business growth.
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#012 – Paul Kingsman continues walking you through the goal-setting process that equips you to actually get things done and sets you up to achieve what you’ve said you want. After setting your TARGET Goals in the last episode, today Paul explains how to translate those goals into actionable priorities. He also discusses how keeping the benefits of reaching your goals front and center helps you stay focused and motivated. Follow along step-by-step to create a pathway that leads you to the success you want as soon as possible.
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#011 – Paul Kingsman walks you through how to build tools you need to make 2022 your most productive, satisfying and successful year yet. New Year’s resolutions come and go. Follow along step-by-step to create a pathway that leads you to the success you want as soon as possible.
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#010 – Wealth advisor, single mom, business owner, and author and media personality Nicole Middendorf gets personal and transparent about how finding her way out of being lost in a life she never wanted not only led to her own success and happiness, but also created tools she uses to empower others to find vision, motivation, balance and happiness in their lives.
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#009 — Best-selling author, industry-renowned speaker, and expert in business-growth strategies for financial advisors, Mike McGlothlin shares life lessons learned under legendary Indiana basketball coach Bob Knight and how advisors can apply key principles to best respond to industry changes and most effectively meet clients’ needs and desires.
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#008 — Tim Halverson, Senior Regional Director, Advisor & Intermediary Solutions at Russell Investments talks about how to build deep and lasting relationships with clients, leading to great ROI.
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#006 — Joe Messinger, CFP®, ChFC®, CLU®, helps advisors raise the bar on college-funding advice, going well beyond typical solutions of 529 plans and student loans; discussing revealing realities of the college marketing machine; and identifying tools, resources and training available to equip advisors to stand out from the crowd and truly help their clients’ families with college financing, while also creating clients-for-life.
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#005 – Gerontologist Molly Prues discusses challenges clients and their caregivers face as end-of-life draws near and the important role advisors can play in helping clients finish life well, focused on what is most important to them, while also caring for clients’ loved ones.
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