Podcasts by The Advisor Advancement Podcast Network
Advisor Advancement is a network for independent financial advisors from industry professionals. Powering the entrepreneurial spirit of the financial advisor profession, we cover topics like practice management, marketing, compliance, business development, and much more.
Further podcasts by USA Financial
Podcast on the topic Marketing
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The RARE Advisor: It’s a whole new world for Advisors from 2021-12-02T20:50:54
We're about to have a "Family Moment"…
This is when we have a tough-love conversation about the fact that things will never be the same again -- And that it's not a "bad thing" if you emb...
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The RARE Advisor: Baby Boomer retirements DOUBLED! What does that mean for you? from 2021-12-02T20:49:44
Baby Boomer retirements DOUBLED in year 2020 over what took place in 2019!
Oct. 25, 2021, Investment News: Early Retirement surging as a result of Covid, research finds.
An estimate...
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The RARE Advisor: Power your legacy with this Venn Diagram ? from 2021-11-11T11:05:55
Overlapping the areas that matter with the areas that can be controlled is a recipe for a successful business model…but then overlapping your passions as the third dimension, that is what can bu...
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The RARE Advisor: How to achieve your ideal practice ? from 2021-11-04T11:05:18
Achieving your ideal practice requires you to be a contrarian. You will never get there following the mainstream down the path of products, pricing, and performance. But you can get there through...
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The RARE Advisor: Who are my best customers for introductions? ? – Advisor Secrets that Matter Most NOW from 2021-10-28T11:00
Introductions are light years better than referrals; however, most advisors don't know how to duplicate the clients that are likely to make those introductions! It’s crucial that you must first unc...
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The RARE Advisor: Would you recommend me? ? – Advisor Secrets that Matter Most NOW from 2021-10-21T11:00
The single question that outperforms every customer survey, customer satisfaction score and quality assessment tool -- plus uncovers your best customers for introductions.
Consider subscri...
The RARE Advisor: How to strategize from your business financials ? – Advisor Secrets that Matter Most NOW from 2021-10-14T11:00
The Time-Lag Property and Loss (P&L) statement is the only real-life financial view of your business. Understanding it can drive strategy and solve many, many problems in running your practice. <...
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The RARE Advisor: How to STOP throwing away marketing money ?? – Advisor Secrets that Matter Most NOW from 2021-10-07T11:00
Understanding and applying the Cost-Credibility Matrix will keep both your time and your money focused on promotional opportunities that you can control and that matter most.
Consider subs...
The RARE Advisor: Where should I focus? ? – Advisor Secrets that Matter Most NOW from 2021-09-30T11:00
There is one overarching directive that elite advisors realize consciously or unconsciously. The things that matter most and are also controllable.
Consider subscribing for continued in...
The RARE Advisor: How to handle pandemic sensitive events ? from 2021-09-23T12:30
How to conduct pandemic sensitive events so that your clients and prospects will be comfortable and excited to attend. Much has changed, and the positioning of your events must evolve to compete.
The RARE Advisor: Crutch of the SalesPEST? ? from 2021-09-16T12:30
The disservice of products, price and performance has been undermining the financial services industry since the beginning of time -- and it continues to be true today! Listen to learn how you rise...
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The RARE Advisor: ? Top 5 reasons why +13.70% growth in Financial Advisor valuations despite a pandemic! from 2021-09-10T16:04:19
Let’s talk about how this valuation growth happened!
--USA Financial affiliated advisors 12-Month Blue Book Valuations ending 2021.06.30 = +13.7% over 12-month valuations ending 2020.06.30.
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The RARE Advisor: How to reach critical mass in your practice ? from 2021-09-02T12:30
Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and lea...
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The RARE Advisor: Seminars return with a jump ? from 2021-08-19T12:00
Seminars are back, returning with a lift in response rate numbers from pent-up demand after lockdowns.
The previous video referenced, "Is now the best time for seminars?"
--> !!! Rea...
The RARE Advisor: Is 3 years the magic number? ? from 2021-08-12T12:55:39
How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically. ...
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The RARE Advisor: Success triggers for advisors and entrepreneurs ? from 2021-08-05T12:08:13
We all have mental triggers. When they are gone, we suffer. We don't have an efficient way to get in the zone. Our businesses falter. This info will help you recapture that advantage.
The RARE Advisor: Score the stock market? 🐻🐂 from 2021-07-29T12:30
Learn how we score the stock market based on power, support, and demand from this recent message we sent to retail investors and clients of USA Financial Formulas through our Trending Report sho...
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The RARE Advisor: Risk Management versus Asset Allocation ? from 2021-07-22T12:30
You can create a compelling value proposition for your services with risk management that simply cannot happen when based on asset allocation. Here are 5 Reasons Risk Management is likely more impo...
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The RARE Advisor: Is now the best time for seminars? ? from 2021-07-15T12:30
This could be the best timing for seminar events over the history of your career as a financial professional and advisor. Here are 7 Reasons Seminar Events in 2021 may be more valuable than ever be...
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The RARE Advisor: Are these headlines real or fake? ?? from 2021-07-08T19:15:30
Can you tell the difference between real headlines and headlines from The Onion?
If you have trouble spotting the fakes, imagine the confusion your clients face. Learn how to cut through ...
The RARE Advisor: 13 Work From Home Productivity MUST Haves from 2021-07-01T13:00
Remote work has become the new norm, these are some ways to adapt and encourage the productivity you would expect from working in an office. These 13 must haves are what we use for our own team ...
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The RARE Advisor: 3 Measures for Generational Power and Wealth from 2021-06-24T13:51:14
Wealth and control are on the move, sped up by the pandemic. The 3 measures shared here will help you identify the changes and retain the assets from generational customers of your firm.
...
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The RARE Advisor: HUGE money move - 3 facts prove it from 2021-06-17T12:30
Big business, small business, and a rapid shift in generational power is fueling a huge new money move and asset transition as pandemic lockdowns loosen for 2021-2022. Find out how to capt...
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The RARE Advisor: Kevin O’Leary says what high net worth clients want from an Advisor from 2021-06-10T12:30
Join Kevin O’Leary, Connor O’Brien, and Mike Walters to talk about what high net worth clients want and how to go from millions to billions in Assets Under Management (AUM).
Key T...
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The RARE Advisor: Frustrated investors search for new advisors from 2021-06-01T19:19:35
Pandemic Pressure + Springtime Release = Big Jump in Business. There is a tremendous amount of pent-up demand from frustrated investors who are now on the search for new advisors, looking to bec...
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The RARE Advisor: 1 Sentence unlocks 100% of client assets from 2021-05-20T17:51:19
You will become the Family CFO by simply staging your second appointment with this one key sentence. Learn how to bridge the gap to unlock and collect 100% of the client assets with 1 sentence.<...
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The RARE Advisor: Drive a wedge between prospects and their existing advisors by taking the high road from 2021-05-17T14:47:26
Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mu...
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The RARE Advisor: Drive a wedge between prospects and their existing advisors by taking the high road from 2021-05-17T14:47:26
Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mu...
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The RARE Advisor: Drive a wedge between prospects and their existing advisors by taking the high road from 2021-05-17T14:47:26
Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mu...
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The RARE Advisor: With 30 seconds leave your clients begging for more: how to properly state your value from 2021-05-03T20:25:37
How you can revolutionize the way you gain access to new clients. Learn how to properly state your value that will have your clients begging for more.
The RARE Advisor is a business model...
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The RARE Advisor: With 30 seconds leave your clients begging for more: how to properly state your value from 2021-05-03T20:25:37
How you can revolutionize the way you gain access to new clients. Learn how to properly state your value that will have your clients begging for more.
The RARE Advisor is a business model...
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16 Ways From Sunday Ep. 22 Matthew Halloran: On Financial Advisor Podcasting from 2020-07-02T13:37:59
In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing.
This episode is all about podcasting for financial...
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16 Ways From Sunday Ep. 21 – Coach Micheal Burt on Follow Up, Structure, and Activation of Prey Drive from 2020-04-24T13:50:51
In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professio...
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16 Ways From Sunday Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice from 2020-04-01T19:30
In this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the rig...
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Advisor Skinny Bonus: Special Monday Plunge Edition from 2020-03-10T18:21:56
As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock market environment caused by the drop in oil pric...
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Advisor Skinny Bonus Episode: Special Coronavirus Edition from 2020-03-05T15:34:46
On this episode of Advisor Skinny, Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. He highlights how you can bes...
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Advisor Elevation Ep 10: Why Experience Matters with Dennis Moseley-Williams from 2020-03-02T17:00
If Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it tran...
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16 Ways from Sunday Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches from 2020-02-07T14:43
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator sp...
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16 Ways From Sunday Ep. 18 - Dennis Moseley-Williams: On the Experience Economy and Serious Shift from 2019-11-19T17:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations sec...
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Advisor Skinny S2:E11 – 7 Steps to Bridge the Value Gaps from 2019-11-08T17:00
On this episode of Advisor Skinny, Mike Walters shares the 7 steps to bridge the value gaps. This series has focused on determining the value of a financial advisory practice, but what comes nex...
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Advisor Skinny S2:E10 - What is EBITDA? from 2019-10-31T18:00
On this episode of Advisor Skinny, Mike Walters talks about EBITDA (earnings before interest, taxes, depreciation, and amortization). What is it, why it’s important and how it’s the more accurat...
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Un-Niched Ep. 18 – Paving Your Own Way with Tessa Keena from 2019-10-31T16:00
On this episode of UnNiched, we welcome Tessa Keena. Tessa is a CPA with Hungerford Nichols and is a tough as nails overcomer. Tessa's the total package. She's a brilliant mind, a gifted profess...
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Advisor Skinny S2:E9 – Fees and Practice Value from 2019-10-24T16:00
On this episode of Advisor Skinny, Mike Walters shares insight on how to charge for your time and how that ultimately brings value to an advisor’s practice. A successful advisor is focused on bu...
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Advisor Skinny S2:E8 – Outside Forces from 2019-10-18T16:00
On this episode of Advisor Skinny, Mike Walters shares some surprising statistics about investors and their actions after a death in a family. By understanding these forces, an advisor will be b...
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Un-Niched Ep. 17 – The Communication Age with Megan Carpenter from 2019-10-16T16:00
On this episode of UnNiched, we meet Megan Carpenter. As the co-founder and CEO of FiComm Partners LLC, Megan knows what it takes to build a business. Join Andrea as she chats with Megan about h...
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Advisor Elevation Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge from 2019-10-14T16:00
In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his...
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Advisor Skinny S2:E7 – Driving Valuation Up and Down from 2019-10-11T16:00
On this episode of Advisor Skinny, Mike Walters reviews many of the contrapositive actions advisors may be doing that are affecting the value of their businesses. Mike discusses how each has an ...
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Advisor Skinny S2:E6 – The Four Gaps from 2019-10-04T16:00
On this episode of Advisor Skinny, Mike Walters explains the four gaps: value gap, advisor gap, valuation gap, and gap value. We learn which can be the most costly to an advisor's business and s...
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Un-Niched Ep. 16 – Investing in Life with Dana D’Auria from 2019-10-03T16:00
On this episode of UnNiched, Andrea meets Dana D’Auria. Dana does her research and facts don't lie. Women are amazing ambassadors in the financial services industry both on the advisory side and...
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The Reg Report Ep 04 - Lawsuits Challenging REG BI from 2019-10-02T16:00
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Un-Niched Ep. 15 – Commanding a Room with Beryl Ball from 2019-09-20T16:00
On this episode of UnNiched, we meet Beryl Ball. Beryl knows how to command a room. And not just any room. A boardroom surrounded by windows and filled with male banking executives and their cig...
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16 Ways From Sunday Ep. 17 – William Chettle: On Brand, Experience, Persuasion, and the Little Things from 2019-09-16T16:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm’s marketing and commun...
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Un-Niched S2:E5 – Buying a Practice from 2019-09-12T16:00
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means to buy a business rather than a job and how that will ultimat...
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Un-Niched Ep. 14 – Lindsay Faussone: Making a Difference from 2019-09-05T18:00
On this episode of UnNiched, meet Lindsay Faussone. Lindsay means business: business development, business planning, and successful business management. As Vice President of strategic programs ...
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Advisor Skinny S2:E4 – Selling Your Practice from 2019-09-05T16:00
On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He shares his thoughts on finding the right buyer, how to structure a practice ...
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Advisor Skinny S2:E3 – Contingency Solutions from 2019-09-03T16:00
On this episode of Advisor Skinny, Mike Walters discusses contingency planning and how to prepare for the unexpected as a business owner.
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Un-Niched Ep. 13 – A Seat at the Table with Lorraine George-Harik from 2019-08-23T16:00
On this episode of UnNiched, Andrea chats with Lorraine George-Harik. While Lorraine has an impressive list of job titles, educational accolades and professional accomplishments, it’s how Lorrai...
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Advisor Skinny S2:E2 – Maximum Enterprise Value from 2019-08-22T16:00
On this episode of Advisor Skinny, Mike Walters discuss enterprise value. Not all business is weighted the same and Mike offers some ideas on how to think about maximizing enterprise value.
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16 Ways From Sunday Ep. 16 – Mark Mersman: On Seizing Opportunity – The SECURE Act from 2019-08-16T16:00
In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could pr...
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Advisor Skinny S2:E1 – Business Value and Alignment from 2019-08-15T16:00
On this episode of Advisor Skinny, Mike Walters starts the discussion around business valuation. He shares his thoughts about beginning the process, engaging professionals to help, and mistakes ...
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Un-Niched Ep. 12 - Kathy and Morgan Colby: Working with a Family from 2019-08-08T16:00
On this episode of UnNiched, Andrea discusses the challenges that come with raising a family while running a business with Kathy Colby. The two are joined by Kathy's daughter, Morgan as they exp...
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The Reg Report Ep 03 - REG BI Deep Dive - Form COS from 2019-08-02T16:00
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Un-Niched Ep. 11 – The Next Social Revolution with Ray Befus from 2019-07-23T16:00
On this episode of UnNiched, we meet Ray Befus, high level executive coach and owner of Highpoint Training and Coaching. After witnessing the professional experience women have that Ray describe...
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Advisor Skinny S1:E25 - Name Everything from 2019-07-23T16:00
In this episode of Advisor Skinny, Mike will dive deep on naming things. More importantly, naming everything and finding ways to bring tangibility to those things that are intangible, which is m...
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Advisor Skinny S1:E24 - Success by Differentiation from 2019-07-18T16:00
In this episode of Advisor Skinny, Mike will be talking about success by differentiation. He will explain how to differentiate from every other practice, from every other advisor and from every ...
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16 Ways From Sunday Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand from 2019-07-16T16:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and h...
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Advisor Skinny S1:E23 - Leading Indicators from 2019-07-16T16:00
In this episode of Advisor Skinny, Mike discusses leading indicators and the addiction business model. Yes, it is as compelling as the title might make you believe. Join Mike as he explores the ...
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S1:E22 - Trackables&Entreprenurial Math from 2019-07-11T16:00
In this episode of Advisor Skinny, Mike dives deep on trackables and entrepreneurial math. He explains the biggest error entrepreneurs make that cause a one dimensional view of business. Join Mi...
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Advisor Skinny S1:E21 - Positioning - Clients Versus Market Valuation from 2019-07-09T16:00
In this episode of Advisor Skinny, Mike discusses the positioning of a practice for clients versus the positioning of a practice for market valuation. They're similar, but interestingly differen...
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Advisor Skinny S1:E20 - Net Promoter Score from 2019-07-05T16:00
In this episode of Advisor Skinny, Mike discussed the Net Promoter Score or NPS. This client survey asks simply, "How likely is it that someone recommend you or your firm to a friend or a family...
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Un-Niched Ep. 10 – Attorney, Compliance Officer, Sharp Shooter? from 2019-07-02T18:00
On this episode of UnNiched, Flo Affatato Flo shares not only her experience and perspective but her thoughts on how to maintain gender identity when surrounded by the opposite sex. Flo knows a ...
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Advisor Skinny S1:E19 - Client Segmentation from 2019-07-02T16:00
In this episode of Advisor Skinny, Mike dives in to the 80/20 rule that state approximately 80% of revenue is generated by 20% of clients. Mike goes a little deeper and suggests that the top 5% ...
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Advisor Skinny S1:E18 - Top 20 Mavens from 2019-06-28T18:00
In this episode, Mike Walter discusses the top 20 most important relationships in business.These people will drive the majority of the business in the majority of the assets and the majority of ...
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The Reg Report Ep. 02 - DOL 2.0: The SEC's REG BI from 2019-06-28T16:00
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Advisor Skinny S1:E17 - Total Customer Value from 2019-06-27T16:00
In this episode of Advisor Skinny, Mike discusses total customer value. This is the first number you need to know in order to grow your business. It is important to know what your average client...
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Advisor Skinny S1:E16 - Hindsight 20/20 and Future Pacing from 2019-06-20T16:00
In this episode of Advisor Skinny, Mike discusses "hindsight 20/20," but looks at it from a different perspective. His question encompasses the idea that if you had the ability to look back in t...
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Un-Niched Ep. 09: Quieting the Noise with Samantha Arsenault-Livingstone from 2019-06-18T16:00
In this episode of UnNiched, we hear from Samantha Arsenault-Livingstone as she describes the terrifying moment that changed her life. It was every parent’s worst nightmare as Samantha sat helpl...
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Advisor Skinny S1:E15 - The Three Levels of Commitment from 2019-06-17T16:00
In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual...
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Advisor Skinny S1:E14 - The Marketing Funnel from 2019-06-13T16:00
In this episode of Advisor Skinny, Mike explains how his team uses the marketing funnel when moving individuals from a prospective client to an onboarding client. By implementing the marketing f...
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Advisor Skinny S1:E13 - The Cost-Credibility Marketing Matrix from 2019-06-10T16:00
In this episode of Advisor Skinny, Mike Walters explores the elements necessary to increase credibility, even if it means increasing the cost that you are spending on the marketing, promotional,...
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Advisor Skinny S1:E12 - Managing the P&L Time Lag from 2019-06-06T16:00
In this episode of Advisor Skinny, Mike Walters helps you consider the future of your business by framing your expenses and future revenue from a different angle. Mike suggests that expenses are...
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Un-Niched Ep. 08: Breaking Down Stigmas with Tracey Croner from 2019-06-04T16:00
On this episode of UnNiched, we’re talking about eating disorders. Join Andrea as she talks to Tracy Croner about her mission to bring more awareness and acceptance to the issues of mental healt...
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Advisor Skinny S1:E11 - The Importance of Knowing Your Numbers from 2019-06-03T16:00
In this episode of Advisor Skinny, Mike Walters examines the four most important numbers in a business: your Gross Number, Net Game Number, Project Number, and Firm Number. Figuring out how to c...
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Advisor Skinny S1:E10 - When Good Enough is Good Enough - Action Through 80% Rollout from 2019-05-30T16:00
In this episode of Advisor Skinny, Mike Walters explains the action 80% rollout, a technique that can be used to combat procrastination and improve accuracy. This method will assist professional...
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Advisor Elevation Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder from 2019-05-24T16:00
In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on hi...
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Advisor Skinny S1:E9 - The Power of Psycho-Cybernetics from 2019-05-24T16:00
In this episode of Advisor Skinny, Mike Walters discusses mastering the subconscious concept of psycho-cybernetics. An important factor to consider in the hiring process, psycho-cybernetics rela...
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16 Ways From Sunday Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership from 2019-05-22T16:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He i...
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Un-Niched Ep. 07 - What Glass Ceiling? How to embody the concept of UnNiched from 2019-05-21T16:00
On this episode of UnNiched, Terri Spath and Tiana Brenneise, truly embody the UnNiched concept. Terri and Tiana work for Sierra Investment Management, the parent company of Ocean Park Asset Man...
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Advisor Skinny S1:E8 - RAPIDS - A Model for Employee Management and Review from 2019-05-20T18:00
In this episode of Advisor Skinny, Mike Walters explains RAPIDS, an assessment tool he utilizes within his practice. RAPIDS is a resourceful psychological approach to utilize when doing reviews ...
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Reg Report Ep 01 - There's a New Best Interest Regulation Brewing from 2019-05-20T16:00
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Advisor Skinny S1:E7 - The Economic Hiring Model from 2019-05-16T16:00
In this episode of Advisor Skinny, Mike talks about the trouble you encounter if you rush the hiring process. Instead, you want to take your time and make sure that the individual is a good fit ...
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Advisor Skinny S1:E6 - Identifying Stratum from 2019-05-13T16:00
In this episode of the Advisor Skinny, Mike Walters examines the concept of "stratum," or an individual's ability to envision or understand future scenarios or consequences. By understanding how...
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Advisor Skinny S1:E5 - Hard-wired for success: Using the Kolbe Index in Your Practice from 2019-05-09T16:00
In this episode of Advisor Skinny, Mike Walters explores the different instincts we all have and how those instincts impact how we approach our work. By using the personality test, the Kolbe Tes...
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Advisor Elevation Ep. 07 - Building a Life By Design, Not By Default with Chris Yonker from 2019-04-29T16:00
In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life ...
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Advisor Skinny S1:E4 - Identifying Your Giftedness from 2019-04-24T20:00
In this episode of Advisor Skinny, Mike Walters challenges listeners to build their practice around activities that energize and inspire them to wake up in the morning.
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Advisor Skinny - S1:E3 - Time Management: Rocks and Sand from 2019-04-24T18:00
In this episode of Advisor Skinny, Mike Walters explores the concept of organizing your business and your time into four categories: Free, Game, Prep, and Repair; and the results that it can pro...
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Advisor Skinny S1:E2 - Properly Managing Your Most Valuable Assets from 2019-04-24T16:00
In this episode of Advisor Skinny, Mike Walters discusses the importance of evaluating the assets you possess within your practice and leveraging them in order to create more time to focus on th...
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16 Ways From Sunday Ep. 13 - Jeff Leppert&Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management from 2019-04-04T18:00
In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detai...
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Un-Niched Ep. 06 - Lara Kapalla-Bondi: Advocate by Day and by Night - Raising a Special Needs Child from 2019-04-04T16:00
In this episode of UnNiched, Andrea McGrew interviews Lara Kapalla-Bondi, attorney and the mom of a special needs child. Andrea and Lara spend their time together discussing what it’s like for ...
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Advisor Skinny Season 1 Introduction: Chain of Secrets - The Overview from 2019-04-01T16:00
In this episode, Mike Walters shares with you the general overview of this season of Advisor Skinny: The Chain-of-Secrets.
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16 Ways From Sunday Ep. 12 - Mark Mersman&Andrea McGrew: On the Financial Gap - What it Means to be UnNiched from 2019-03-15T16:00
In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO and CLO of USA Financial. Their discussion centers around the Financial Welln...
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Un-Niched Ep. 05 - Maddie Parker: Solving for X - It's About the Relationship, Not the Numbers from 2019-03-08T17:00
In this episode of UnNiched, Andrea McGrew interviews financial adviser, Maddie Parker. Maddie talks about her transition from high school math teacher to financial adviser, transforming a long-...
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Un-Niched Ep. 04 - The Financial Wellness Gap with Mark Mersman from 2019-03-01T19:00
In this episode of UnNiched, Andrea McGrew explores the bold statement that our industry, the financial services industry, has failed women investors. Instead of viewing us a resource of investi...
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16 Ways From Sunday Ep. 11 - Duncan MacPherson: On Personal Introductions, Fit Process, and Systemization from 2019-03-01T17:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite profess...
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Un-Niched Ep. 03 - Working with Family from 2019-02-13T17:00
In this episode of Un Niched, Andrea McGrew interviews Teresa and Jim Yent of Golden Years Advisors about working together as a married couple. Joining Andrea is her husband, Matt McGrew, to off...
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Un-Niched Ep. 02 - Breast Cancer Awareness from 2019-02-12T19:00
In this episode of Un Niched, Andrea McGrew interviews three different women that have faced or are currently facing a breast cancer diagnosis. Listen to each woman describe her battle and how ...
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Un-Niched Ep. 01 - Coach Christen: A Conversation on Confidence from 2019-02-12T17:00
In this episode of UnNiched, Andrea McGrew interviews Confidence Coach Christen Shefchunas. Coach Christen talks about the challenges women face with confidence, specifically in a male dominated...
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16 Ways From Sunday Ep. 10 - In the Line of Fire: A Thank You to Officer Koenig and All Service Men and Women from 2019-02-01T17:00
This episode of 16 Ways from Sunday features a very different discussion; it’s a thank you to family friend and police officer Jeff Koenig, who was involved in a tragic shooting during a traffic...
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16 Ways From Sunday Ep. 09 – Mark Mersman: On the Biggest Myths and Best Practices of Seminar Marketing – 2018 Statistics in Review from 2019-01-16T17:00
In this episode of 16 Ways from Sunday, Mark Mersman discusses the 5 biggest myths surrounding financial advisor seminar marketing. He highlights some of the best practices and shares some of th...
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Advisor Elevation Ep 06 - Best Practices for a Better First Appointment from 2019-01-08T17:00
In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific que...
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16 Ways From Sunday Ep. 08 – Brittney Castro: On Social Media, Brand-Building, and Marketing Madness for Financial Advisors from 2019-01-03T17:00
In this episode, Brittney Castro talks about the transformations that took place over the course of a decade in her practice. She highlights some of the biggest bending points, including a focus...
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16 Ways From Sunday Ep. 07 - Tucker Max: On Authorship, Credibility, Marketing, Authenticity, and Hilarity from 2018-12-16T17:00
Tucker Max has gone from Bestselling author and king of the single-life to father, husband, and CEO of highly successful start-up Scribe Media. This episode of 16 Ways from Sunday details that t...
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16 Ways From Sunday Ep. 06 - Vonda Van Til: Insights for Advisors from Inside the Social Security Administration from 2018-12-01T17:00
In this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how advisors can leverage Social Security within their financial planning practice. As a Public Affairs Spec...
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16 Ways From Sunday Ep. 05 - Mark Mersman&Matt Eilers: On Financial Advisor Marketing Best Practices from 2018-11-16T17:00
In this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation...
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Advisor Elevation Ep 05 - The Best Strategies to Market a Financial Practice with Mark Mersman from 2018-11-02T16:00
In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Finan...
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16 Ways From Sunday Ep. 04 – Josh Bartholomew: On the Importance of Building Community Inside Your Practice from 2018-11-01T16:00
In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon...
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16 Ways From Sunday Ep. 03 – Brian Hart: On Turning Press into Profits: Simplifying Public Relations for Financial Advisors from 2018-10-25T16:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid me...
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Advisor Elevation Ep 04 - Client Segmentation - What it is, What it isn't, and Why you'll need it from 2018-10-15T20:00
In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done ri...
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Advisor Elevation Ep 03 - How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol from 2018-10-15T18:00
In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofin...
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Advisor Elevation Ep. 02 - The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know! from 2018-10-15T16:00
Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the...
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16 Ways From Sunday Ep. 01 - Mark Mersman: On the Sales and Marketing Funnel for High Performing Financial Advisors from 2018-10-11T16:00
Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing.
In this episode, Mark Mersma...
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16 Ways From Sunday Ep. 02 – Mike Lover: On the Importance of Process and Elevating the Client Experience from 2018-10-11T16:00
In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his backgroun...
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Advisor Elevation Ep. 01- 25 Ideas for You to Elevate Your Client Experience from 2018-10-11T16:00
In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial pract...
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