Episode 28 - Why Advisors Should Care About Behavioral Finance

July 10, 2017
00:0000:00

Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor's practice and a client's life. Prasad discusses: why is BF important, how does it impact client investment behavior, why is it a factor when it comes to business development, and how BF can be used to develop and strength relationships with new and existing clients. 

LINKEDIN | BIO | WEBSITE | TAKE BF ASSESSMENT

Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins

June 16, 2017
00:0000:00

AdvisorConnects's Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not less. 

LINKS: AdvisorConnect.co | LINKEDIN (Jimmy) | LINKEDIN (Jeff)

 

Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz

May 12, 2017
00:0000:00

Doug chats about his incredible financial content and media platform (IRIS.xyz) - and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You'll want to listen to this podcast then check IRIS out. 

GUEST BIO:

IRIS.XYZ | LINKEDIN

Douglas Heikkinen brings over 25 years of experience as a marketing and communications professional and a client-side procurer of information and services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business.

Episode 10 - Get to Know Robert Sofia & Snappy Kraken’s Marketing Platform

April 6, 2017
00:0000:00

Advisors can't build good marketing while considering how to make "compliance" happy. It's better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast.

Robert launched a platform to help advisors automate many parts of their business (prospecting, client experience, client communication, prospect mgmt) so advisors can focus on the only thing they can't outsource of automate, meeting with clients. Lots of great insight into Snappy Kraken's platform.

Mentions: Robert Sofia, Snappy Kraken

GUEST BIO:

Robert Sofia founded Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. SnappyKraken.com