The Advisor Arena

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This podcast is for independent financial advisors that want to learn from the success of others. I believe in an attitude of abundance and my goal is to bring you ideas, resources and tips from your most successful peers. But, I don’t want to stop there!

Jaime Malm


    • May 26, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 76 EPISODES


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    Latest episodes from The Advisor Arena

    7 Growth Hacks with Dean Thurman and Jeff Grail

    Play Episode Listen Later May 26, 2022


    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.

    How to Create Trust, Likability and Connection in 3 Minutes or Less

    Play Episode Listen Later Apr 28, 2022


    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.

    Prospect Recovery Service with Jonathan Johnson

    Play Episode Listen Later Apr 22, 2022


    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.

    Retirement Crisis

    Play Episode Listen Later Apr 9, 2022


    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?

    Women In Business with Mariann Montagne

    Play Episode Listen Later Mar 11, 2022


    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.

    March FORTH Episode 3 with Tom Schaff

    Play Episode Listen Later Mar 7, 2022


    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.

    March FORTH Episode 2: Fix Your Messaging

    Play Episode Listen Later Mar 1, 2022


    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!

    March FORTH series: Get More Clients Now!

    Play Episode Listen Later Feb 25, 2022


    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!

    Creating Client Relationships

    Play Episode Listen Later Feb 23, 2022


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

    The Big 3 Letters

    Play Episode Listen Later Feb 10, 2022


    Three letters that really work to re-engage prospects.

    Potential IRA changes for 2022

    Play Episode Listen Later Jan 27, 2022


    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.

    What to expect from the markets in 2022

    Play Episode Listen Later Jan 20, 2022


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

    The Client Experience in 2022

    Play Episode Listen Later Jan 14, 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.

    Season Finale! Don't miss opportunities in 2022.

    Play Episode Listen Later Dec 9, 2021


    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!

    Marketing that Resonates with Prospects

    Play Episode Listen Later Nov 18, 2021


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

    A Case study

    Play Episode Listen Later Nov 4, 2021


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

    Inflation - What You Need to Know

    Play Episode Listen Later Oct 28, 2021


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

    5 Step Process

    Play Episode Listen Later Oct 21, 2021


    The 5 step process that gives you the competitive advantage.

    Case Study: Beating the Competition!

    Play Episode Listen Later Oct 1, 2021


    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!

    Relentless Solution Focused

    Play Episode Listen Later Sep 23, 2021


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

    Bust a Sales Slump

    Play Episode Listen Later Sep 10, 2021


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

    Don't botch your best opportunity to connect with prospects

    Play Episode Listen Later Sep 3, 2021


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

    Tom Hegna!

    Play Episode Listen Later Aug 18, 2021


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

    The One and the Nine

    Play Episode Listen Later Aug 5, 2021


    How Jake Wood's Keynote speech saved my career

    The most popular idea shared at Gradient Gala 2021.

    Play Episode Listen Later Jul 23, 2021


    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!

    Skin care quizzes led me to 5 new prospects this week.

    Play Episode Listen Later Jul 16, 2021


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

    Learn why feeding a bird on a beach is like your digital marketing efforts.

    Play Episode Listen Later Jul 9, 2021


    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.

    Stop throwing your money away on digital marketing.

    Play Episode Listen Later Jul 1, 2021


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

    The seminar process that SHOCKED a room full of successful advisors

    Play Episode Listen Later Jun 25, 2021


    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....

    Grow Your Business

    Play Episode Listen Later Jun 4, 2021


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

    Take Action

    Play Episode Listen Later May 21, 2021


    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.

    Why aren't we talking to women about money?

    Play Episode Listen Later May 11, 2021


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

    There is a new kid on the block and now the FIA space will never be the same.

    Play Episode Listen Later May 4, 2021


    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.

    Your Online Presence Grade...A or F?

    Play Episode Listen Later Apr 22, 2021


    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

    Play Episode Listen Later Apr 16, 2021


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

    What you should do if you have lost your marketing momentum.

    Play Episode Listen Later Apr 8, 2021


    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!

    How the American Relief Plan Act may impact your clients.

    Play Episode Listen Later Mar 25, 2021


    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!

    DOL and NAIC Best Interest Rule

    Play Episode Listen Later Mar 18, 2021


    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.

    best interest naic interest rule
    #1 mistake made by parents and their advisor

    Play Episode Listen Later Mar 11, 2021


    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.

    Advanced Planning and the mistakes you don't want to make!

    Play Episode Listen Later Feb 26, 2021


    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.

    Your competition is WINNING!

    Play Episode Listen Later Feb 19, 2021


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

    The One Thing That Can Completely Derail Your Retirement Plan

    Play Episode Listen Later Feb 11, 2021


    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.

    Mastering Social Media

    Play Episode Listen Later Feb 2, 2021


    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.

    The #1 prospecting method used in 2020 Part 2

    Play Episode Listen Later Jan 28, 2021


    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!

    The #1 prospecting method used in 2020

    Play Episode Listen Later Jan 21, 2021


    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!

    The potential 3.3 trillion dollar tax increase you may need to prepare for!

    Play Episode Listen Later Jan 14, 2021


    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!

    One Team: Referrals, Centers of Influence, Strategic Partners…all within your grasp

    Play Episode Listen Later Jan 7, 2021


    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!

    Play Episode Listen Later Dec 23, 2020


    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!

    Save Your Sanity!

    Play Episode Listen Later Dec 18, 2020


    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!

    End of Year Planning Resources

    Play Episode Listen Later Dec 3, 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!

    Thankful for Plan B

    Play Episode Listen Later Nov 23, 2020


    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.

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