Podcasts by The Profitable Advisor Podcast

Why You Should Be Marketing to Women from 2023-12-01T10:00

Women are different than men and what they value is different as well. That’s particularly true when it comes to financial services. For a long ...

What Happens When Cash Is Paying 5%? from 2023-11-10T21:07

Today we’re going to dive into a common dilemma faced by many financial advisors. What should you do when clients notice that cash is outperfo...

How to Best Serve the Women’s Market with Arwen Becker from 2023-10-04T13:55

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How To Get Referrals Without Even Asking For Them with Stacey Brown Randall from 2023-09-19T23:56

In this episode of the Profitable Advisor Podcast, Stacey Brown Randall, a renowned expert in generating business referrals, joins Dan to discuss the importance of generating r...

3 Mistakes That Financial Advisors Make from 2023-08-01T09:00

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The Secrets to Publishing Your Own Book with Mike Capuzzi from 2023-07-01T09:53

If you lis...

Sex&Tech: How One Advisor Is Mastering The Art Of Niche Marketing from 2023-06-01T09:00

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The Science of Changing Habits from 2023-05-01T09:00

If you’re...

The 3 Biggest Questions You Should Ask a Prospect from 2023-04-01T09:02

We had...

How to Become the Go-To Advisor for Your Niche from 2023-03-01T10:02

Today we want to address someth...

Inflation: A Financial Advisor’s Best Friend from 2023-02-01T10:00

Have you ever heard the political phrase, “Never let a good crisis go to waste?” That’s probably been attributed to a few different politicians through the years, but the underlying message is s...

5 Ways to Elevate Your Business in 2023 from 2023-01-01T12:00

As we begin another new year, it’s natural to start thinking about goal-setting and ways that we can improve the business in 2023. Even if you don’t really care much for resolutions, putting som...

Keys to Sales Success with Dan Solin from 2022-12-01T10:02

As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to ...

5 Ways to Guarantee You Hit Your Profit Goals in 2023 from 2022-11-01T09:01

It’s that time of the year when you should start thinking about plans for the new year, but trying to set goals for an entire year isn’t the best approach.

When you set goals for a year, ...

When Is It Time to Fire a Client? from 2022-10-01T09:05:57

So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral par...

Why Don't You Have Enough Assets Under Management? from 2022-09-01T19:17:08

We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.

So it got us thinking about...

Save the Free Food for Those Who Actually Need It from 2022-08-01T14:40:01

Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and fri...

What To Do When The Client Won't Let You Manage Their Money? from 2022-07-01T09:00:56

Have you ever had someone show up at your office to get your advice? They might even be willing to pay for advice. But that same person isn't willing to let you manage their money because they f...

What to Tell Clients When the Market Tanks from 2022-06-01T09:00:15

Nearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to drag. That's to be expected in this current investing en...

The Easiest Way to Write a Book from 2022-05-01T09:00:58

One of the hardest things to is actually one of the easiest. Sounds strange, right?

Today we'll talk all about writing a book, which can seem like an overwhelming task for a financial adv...

Managing All of Your Client’s Money from 2022-04-01T09:00:07

The goal for every advisor should be to manage 100% of your client’s money but that might seem easier said than done. The truth is that having the right approach with prospects makes it a logica...

The Pilot Advisor’s Business Taking Off from 2022-03-01T10:00:23

Today we want to spotlight one of the first people to enroll in the Renegade Advisor program. Not because of that early relationship but because he’s incorporated many of the strategies we talk ...

The Financial Advisor Hall of Fame from 2022-02-01T10:00:34

It’s that time of the year when vendors are having their meetings and that means you need to understand what you’re walking into.

The vendors want your business and they will do what it t...

Do You Need a Coach? from 2022-01-01T10:00

With the new year beginning, we hope you are as excited about the future of your business and what you hope to accomplish. With 2022 arriving, we’re always looking for ways to improve ourselves ...

Sleepy Joe - God’s Gift to Financial Advisors from 2021-12-01T10:00

We’re going to get a little political today but not in the way you would think.

You might expect a show with criticism about judgment, but that’s not what this episode is about.

Th...

5 Things You Can Learn From Your Doctor That Will Make You A Better Financial Advisor from 2021-11-01T18:00:18

What can a financial advisor learn from their doctor? Well, the way we interact with our clients should resemble the way a doctor treats their patients. We are the professionals and we have to be a...

Becoming a Best-Selling Author with Michael DeLon from 2021-10-01T09:00

You’ve probably heard many times that authors have credibility. Even if the books aren’t well-written, just becoming published establishes them as an expert on their subject matter. It’s just a ...

What They Won't Tell You At VEND-ERZzz Meetings from 2021-09-01T09:00

It’s that time of the year when vendors hold their annual meetings, evaluate the upcoming year, and set new sales goals. The mission, as they’ll explain, is to ramp up sales and increase the rev...

A New Direct Marketing Strategy from 2021-08-01T09:00

For the first time in a while, we won’t have a guest on the show but that’s because we want to share an update on what we’ve been doing. Specifically, we want to disc...

You Think You’ve Had It Tough? from 2021-07-15T09:00

Life throws us curve balls all the time. It’s part of the journey and we all have to figure out how to overcome the challenge and keep pushing forward.

Having that added pressure of being...

Building a Business Through Podcasting and Simplicity with Benjamin Brandt from 2021-07-01T09:00

If you’ve listened to our show at all, you already know that podcasting is a very cost-effective strategy for nurturing your clients but today we want to tell you about a Certified Financial Pla...

Using Tax Strategy to Secure Clients Even If You Don't Know a 1040 from a 1099 from 2021-06-15T09:00

If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer.

Most people are focused on tax preparation each year but providing tax plannin...

Effectively Nurture Using Webinars with Grace Fortune from 2021-06-04T19:37:26

One of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from...

An Accounting + Financial Services Business Model with Trent Benedetti, CPA, CFP, IAR from 2021-05-01T09:00

Today we’re excited to bring on a good friend and a successful business owner who’s managed to merge different practices into one operation.

Trent Benedetti, CPA, CFP, IAR, owner of Bened...

Mastering the Dark Arts with Marketing Strategist Kia Arian from 2021-04-15T09:00

If you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode.

Today we’re talking with Kia Arian, who we’ve worked with for a few yea...

Simplifying the Planning Process with Paul Durso from 2021-04-01T09:00

It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own.

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3 Things Holding You Back from Success from 2021-03-15T18:28:05

When you think about the reasons you haven’t been as successful as you want to be, how often do you look to someone or something else to blame? It’s our natural inclination but what we’ve learne...

Maximizing Revenue Per Client from 2021-03-01T10:00

Every advisor wants to find ways to increase AUM and the best way to do that is by maximizing the clients you’re already working with.

Few businesses do that better than the Duffy Law Off...

Leaving a National Brokerage to Go Independent from 2021-02-01T10:00

Making the decision to leave a brokerage and start working on your own comes with a lot of risk but provides an opportunity to work for yourself. It’s something many people think about but need ...

The New Rules of Marketing with Mary Rose Maguire from 2021-01-15T10:00

A marketing expert that we’ve grown to know and appreciate is Mary Rose Maguire.

She’s the mind behind The Maverick Advisor and helps financial advisors and consultants reach better clien...

Targeting Divorcees&Finding Success During COVID with Brie Reyes from 2021-01-01T10:00

As we move into 2021, we’ll look to feature more advisors on the show in order to provide a first-hand account of the business and strategies that are working across the country.

Let’s ki...

Developing the Right Mindset for Success with Nina Cooke from 2020-12-02T01:57:03

This show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all come...

Serve Don’t Sell with Liston Witherill from 2020-11-01T09:00

Sometimes the best way to improve your business as a financial advisor is to speak with people outside of that arena. While there are plenty of nuances to your business, you’ll find t...

The Consultant’s Secrets with Michael Zipursky from 2020-10-01T09:00

The role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build relationships with clients and garner that tru...

The Truth Behind Social Media Advertising from 2020-09-01T09:00

Most businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method?

On this episode of the Profitab...

The Power of an Advisory Board from 2020-08-15T09:00

Every business wants to increase referrals but what methods are the most effective?

On this episode of the Profitable Advisor, we want to tell you about advisory boards and why y...

How to Disnify Your Practice from 2020-08-01T09:00

Every business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that mak...

The Advisor Who Owns His Market with Reese Harper from 2020-07-15T11:00

Over the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a st...

The Ultimate Lead Nurture System from 2020-07-02T15:45:38

Successful marketing results in a lot of leads but what good are they if you don’t follow up?

That’s a place where advisors often fall short due to lack of time or l...

The Lost Art of Target&Niche Marketing with Natalie Schmook from 2020-06-02T18:48:33

We’ve been talking a lot about target marketing in recent weeks so we wanted to continue down that path and speak with someone that’s been highly successful using this strategy.

A New Marketing Idea to Increase Profitability from 2020-05-19T20:59:23

Many businesses across this country are dealing with varying degrees of profit loss over the first and second quarter, which is to no fault of their own in most cases. That’s true for many advis...

Corona is Not Just a Beer from 2020-03-26T14:09:14

The coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical mistakes with their portfolio. It’s also a signifi...

Lessons of a Spend-Happy Advisor from 2020-02-21T16:41:53

Recently someone sent us a link to another podcast for financial advisors that caught our at...

Getting Deep With Clients from 2020-02-13T19:27:02

How do you go beyond the common marketing tactics to really get deep and connect with clients? Sara Grillo is a financial advisor turned marketing consultant and has a solid philosophy on accomp...

An Exciting New System for Direct Mail Nurture from 2020-01-06T22:39:58

Dan doesn’t bring on guests unless he truly values the information they provide, and that’s why he tracked down Gabe Lewit to learn more about his CRM system. Find out why this direct mail nurtu...

Have a Plan for 2020 from 2019-12-10T20:58:41

The start of a new year means an opportunity to assess your business and set fresh goals to strive for.

Today we’re going to help you do that by looking at it from two different perspecti...

The Power of Lead Nurture from 2019-11-07T15:34:07

Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Adv...