The Advisor Arena

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.

Deirdre Van Nest from Crazy Good Talks joins me on this episode to discuss how and why financial advisors should use personal stories to create an emotional connection with clients.

We always say there is no magic bullet in this business, but this comes close. Jonathan Johnson shares how he recently got 70 appts. scheduled from a list of cold, dead leads.

We discuss new resources to educate consumers on the obstacles they may face in retirement that previous generations did not. What has changed, what actions should be taken and what do the experts say?

Mariann Montagne joins me on this episode to discuss her experience in this industry as a woman. The unique challenges, her mentors, what she recommends to young women starting their careers and the mistake people keep making with women in business.

Tom joins for the 3rd and final episode in this series to discuss the three things that will help you march forth into the rest of the year.

Tom Schaff is back for Episode 2 in our March FORTH series. In this episode, I try to "fix" the messaging mistakes advisors make and Tom coaches what I do well....and what i do NOT do well. Join us!

Tom Schaff, Major League Sales, joins us for the first episode in our three part series, March Forth! 9 specific items to be intentional with getting more clients now...wait until you hear #9!

What works...what doesn't....and the mistakes we all make that hurt our business!

Three letters that really work to re-engage prospects.

While the BBB plan is currently stalled, The Secure Act 2.0 has bipartisan support and includes potential changes that impact IRA plans, 401k, 403b, Roth IRA's and more. Don't be caught off guard. David Johnson, CFP, joins us on this episode to provide all the details you need to know.

Michael Binger, President of Gradient Investments joins this episode to discuss inflation, bonds and stock market expectations for 2022

We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.

Let's get honest about what you should have done in 2021 that may have hindered your success. Let's talk about why… and how… those missed opportunities occur and how to set yourself up in 2022 to NOT let it happen again!

Learn how others are effectively connecting with prospects, establishing their authority and organizing their marketing plan 6 months in advance.

Let's examine a case in which annuity objections must be addressed.

Be the resource your clients need right now. Inflation is a top concern. Educate yourself and help your clients prepare.

The 5 step process that gives you the competitive advantage.

This is our first case study episode, but if you like it, more to come! We are sharing a specific case this week in which one of our advisors found himself in a competitive situation with another agent. Spoiler alert: Our advisor won the 2 million dollar client AND got a 1 million dollar referral. Find out why!

Dr. Jason Selk teaches us how RSF can change everything....maybe even your RBF (NO promises though).

We know how frustrating a sales slump can be. We have a few easy steps to help you bust any sales slump!

Little rusty presenting in front of a group or maybe you could teach us all a lesson or two? Check yourself in this episode!

Enough said...you don't want to miss this one.

How Jake Wood's Keynote speech saved my career

If you have been waiting and wishing for a no cost alternative to seminar marketing, wait until you hear what was shared by a top qualifier at our Gala meeting last week!

What business are you in? The correct answer may surprise you.

As promised, this episode explores why digital marketing is broken and how you are being set up for failure....by your IMO, by your seminar vendor, by the social media platforms themselves.

Yes, you read that correctly. Digital marketing is fundamentally broken. Don't spend another dime until it's fixed.

It's not very often you can shock a room full of seasoned, successful financial advisors that have been doing seminars for years, but we just did it. Find out why....

You can't grow your business without a willingness to focus on these 3 things....

There is one thing successful people do better than anyone else and it is creating a HUGE divide in our industry between those that will success and those that will struggle.

Barb G joins me for this episode to talk about her experience as a female financial advisor working with female clients.

As a financial advisor, you want to serve your clients well. This is your opportunity to show up for them. Learn what launched on May 4th that may change the way FIA products are designed forever.

Jaime is solo this week. What do you think your online grade would be? Are you active on Social Media, is your website up to date? Do you look presentable compared to your competition?

Q1 update...but more importantly, Josh sings in this episode! Find out what trends are emerging with our economy, markets and prospecting methods!

Anthony C, one of our most successful advisors shares how he has kept his marketing momentum going over the last year. You may be surprised by what he says...there is one thing he says he will NEVER go back to doing!

The most recent stimulus package was just passed on March 11th and there are several key items you will want to make sure your clients are aware of!

Don't listen to the all the noise others are creating out there to snag your attention. We outline everything you need to know, what you don't need to worry about and what you should be doing with every client to protect your business.

Kids with no guardians, money left to probate instead of heirs, property that has no beneficiary, adult kids that blow an inheritance. All avoidable. Jamie Weese, owner of Weese Law Firm, joins us for a conversation about attorneys, financial advisors and why they should be working together with every single client.

Tom Duncan, JD,CLU, ChFC joins us to discuss the 3 topics he sees creating the most confusion for advisors, which creates the most mistakes for consumers.

We are celebrating BIG wins! Find out what your peers are doing to obliterate their competition this year.

The financial plan you put in place has more than a 70% chance of FAILURE. Find out why and how you can ensure the plans you put in place work they way you intended.

If you are not getting the results you want from social media, don't miss this episode! Brooke Runnebaum, social media expert, business owner, entreprenuer and business coach joins us to discuss why you can't afford to get this wrong.

Part 2 of our Webinar Episode. Mike Alimo from Elevate Financial Group shares the 3 things every webinar must have to create engagement and the biggest mistake advisors have been making!

You may be surprised to learn what the #1 most used prospecting method was last year and even more surprised by how it is being adapted for 2021. Join us for this episode as we discuss the differences in using this method last year vs this year and how you can make it work for your business!

Biden's tax proposal is full of potential BIG changes for your high net worth clients, small business owners and corporations. Don't be caught off guard!

Michael Kennedy, Head Coach and owner of "One Team" joins us on this episode to talk about his brainchild and what it means for you and your clients.

Last episode of 2020! We are sharing all the good stuff coming at you for the New Year! New subsidies, new products, new social media groups, new resources, new coaching...Bring on 2021!

Do you feel busy but not productive? Do you feel like your days fly by in a blur? Are you a slave to your inbox? Then this episode is for you! My virtual assistant from Belay Solutions shares what she did to help us grow our business by over 10% in 2020!

Ready to throw your hands in the air with attempting to make any plans for your business? We know it's tempting, but the 3 end of year planning resources we cover in this episode could change your entire perspective. Check out what I uncovered by working with one of the top business coaching programs in the nation, and how that can benefit YOU!

Retirement Architecture may be just the marketing plan you didn't know you needed! If you are trying to Covid proof your business and end the year strong, you don't want to miss this episode. If seminars have been your main marketing method, it's time to enact plan B.