Episode 12 - 9 Outcomes of a Great Advisor Brand

April 12, 2017
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Branding separates you from the pack - the sea of sameness so many advisors swim in daily. Branding makes every marketing tactic more effective and your overall marketing strategy more efficient - less is more. A good advisor brand pays in many ways. Here are nine outcomes you should expect from a good brand. 

Episode 11 - 5 Steps to Creating Great Content

April 10, 2017
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The right content is critical to creating trust, influence, and inspiring new business opportunities. In my experience, it’s taken over as the key online marketing strategy. Yet, so many advisors lack the time, ability and/or resources to pull it off and achieve the results they expect. The most obvious obstacle impacting financial advisors struggle with content creation is that they don’t have a process. Advisors need a process to be better at producing expert financial content. A well-thought out process can help you on your journey to become a financial influencer and inspire lots of referrals (ideal prospect leads).

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

April 6, 2017
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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

 

 

Episode 9 - 7 Keys to an Ultra Effective Advisor Website

April 5, 2017
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Your financial advisor website is an opportunity to make a series of impressions with your audience. What eludes most advisors regarding their website design is the winning formula to make it better than the average advisor website. We discuss seven must-haves for a more effective website. Featuring marketing expert, Kirk Lowe.

Episode 8 - Getting to Know Sheryl Brown of Ash Brokerage

April 5, 2017
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Sheryl shares her passion for business development, life, financial literacy and a better world. She talks about how Advisors are too often caught up in finspeak (financial industry jargon) to truly connect with, engage and influence the masses of seemingly uninterested investors, how important listening is to selling, and how Advisors rarely adopt and adapt to the what the leading thinkers in this industry are talking about, doing and succeeding at.

Peer book Sheryl referenced: Flirting With The Uninterested

GUEST BIO:

Director of the Business Development Analyst Team at Ash Brokerage. Passionate business development and social media expert. Helps financial professionals expand their influence and grow their businesses. Connect with her on LinkedIn.

Episode 7 - 5 Big Marketing Mistakes Advisors Make

April 5, 2017
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How to get out from the failed marketing that got you to this podcast. Successful marketing starts by having a better marketing mindset - a framework if you will. The first failed marketing practice is trying to do what others are doing assuming it will work for you. Listen to four more massive marketing mistakes advisors make. 

Episode 6 - The Importance of Making Small, Cummulative Impressions

April 5, 2017
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There are many opportunities, certainly more than one, to create an impression with clients. These days it's a collection of "impressions" that develop the ONE important impression. This is why a brand and great marketing are so important, you're always on the clock trying to make small impressions to eventually lead to that ONE BIG impression, to get you to "you rock".

Episode 5 - The Real Scoop on Inspiring Referrals

April 5, 2017
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Advisors have been misled by the promise of a referral program to boost their referral engagements. Referrals don't happen authentically when you ask; and no client these days is falling for the BS tactics and scripts. If you want more referrals you need to, first and foremost, earn them. Secondly, you need to find ways to inspire people to want to refer you. Make it fun, professional and super easy to do so. In this episode we also talk about why clients refer - it might not be what you think.

Episode 4 - The Pursuit of Absolute Engagement w/Julie Littlechild

February 22, 2017
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Human beings aren’t equipped with unlimited battery backs. The growth of our businesses goes hand-in-hand with our personal wellbeing. How does personal vision fit into business vision? How do you build a business that supports the life you want for yourself? Why is audacity necessary in achievement and action? On this episode, author, speaker and coach talks about her book The Pursuit of Absolute Engagement and gives insight on the principles she wrote about.

To pursue absolute engagement is to be intentional about structuring your business in a way that supports meaningful growth. Julie Littlechild

Guest Bio:

Julie Littlechild is a speaker, writer and the Founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. To get in touch email jlittlechild@absoluteengagement.com. To learn more about her book or buy it www.AbsoluteEngagement.com/book.

Episode 3 - Get Quoted: Tips & Tactics to Become the Most Quotable Financial Advisor In Your Market w/Veronica Dagher

January 18, 2017
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Reporter relationships help advisors gain exposure and build brand awareness. When it comes to maintaining these relationships, interviews, pitching and being on camera, what are the most common mistakes advisors make? On this episode, Wall Street Journal wealth advisor Veronica Dagher gives us tactics, tips and ideas to make it easier to work with the press.

If you’re being vague and not specific, you’re not going to get quoted and it’s not going to help the editors or readers understand. -Veronica Dagher

Guest Bio:

Veronica Dagher is columnist focused on wealth management, financial advisers, personal finance and philanthropy for Wealth Management at WSJ.com. She also hosts, writes and produces videos on those topics and more for WSJ.com and frequently appears on Fox Business, Fox News Channel and nationally syndicated radio. She also hosts podcast, Watching Your Wealth.

Episode 2 - Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann

January 18, 2017
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Advisors aspire to be an asset for the media, and someone journalists want to interview. What increases your chances of building that kind of relationship? On this episode we share insights on the top 5 things advisors should know about when it comes to working with the press. We talk about knowing your interviewer and building conversational relationships with Investment News’ digital content director Matt Ackermann.  

Guest Bio:

Matt is the director of digital content at Investment News.  Follow him on Twitter @acketyack.

Episode 1 - Sales vs. Marketing

January 4, 2017
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Many advisors were trained with the mindset of selling but is this method the best way to build relationships and get new business? In this episode, we discuss the key differences between sales and marketing, and a marketing blueprint that will help you adopt marketing as your mode of communication and business growth.