Podcast appearances and mentions of dan allison

In this exciting episode of the Model FA Podcast, co-founders David DeCelle, Graham Gardner, and Dan Allison share fresh insights and actionable strategies straight from their thriving membership platform, The Exchange. Each month, they highlight key posts, discussions, and breakthroughs from within the community that offer high-value advice to financial advisors looking to grow and scale their practices. This episode is no exception as they dive deep into topics that matter most to advisors: refining your client segmentation process, the art of building a second-chair advisor role, and actionable tips for reaching your 2025 business goals. Whether you're looking to streamline your client experience, automate key areas of your business, or sharpen your marketing strategies, this episode offers a treasure trove of ideas and tools to help you elevate your practice. Get ready for a fun, insightful, and engaging conversation packed with practical takeaways you won't want to miss! Key Highlights: Client Segmentation with Adam Swerdlow Adam's new approach to client segmentation goes beyond just revenue. He uses a point system considering revenue, referral potential, wealth trajectory, service time, and client engagement. This method helps identify A, B, and C clients based on both qualitative and quantitative factors. If you're a member of the Exchange, search for “Client Segmentation” by Adam Swerdlow for more details and a downloadable Google doc. Key Takeaway: Evaluate your clients holistically—not just by the revenue they generate, but by their potential to refer new business and the energy they bring to your practice. Hiring a Second Chair Advisor A second-chair advisor can help advisors offload lower-value clients while maintaining service to your top-tier clients. This approach can help you scale your practice without losing relationships or revenue. Key Takeaway: Hiring a second chair advisor early on can make transitions smoother as you prepare to step back from day-to-day operations. It's a long-term play that ensures business continuity and client satisfaction. Michael Kitsis and the Power of Referral Strategies Paul McManus helps advisors become authors. He was recently featured on Michael Kitsis' podcast, and his calendar is already full for January. For advisors thinking about authoring a book, Paul's services can help bring your ideas to life and make you a bestseller. Key Takeaway: Networking with industry influencers, like Michael Kitsis, can significantly elevate your business and exposure. Automation and Operational Efficiency Ariel from Sphinx Automation and Jason Mirabella from Deliver Advice are contributing new courses and monthly calls on improving operational efficiency and automating business functions. Key Takeaway: Efficient automation can save valuable time and allow advisors to focus on high-impact activities. Google Reviews and Testimonial Strategies Building and systematizing a Google review program is crucial for advisors looking to enhance their online presence. Michael Kitsis discusses this in his podcast. Key Takeaway: Set up automation for requesting reviews, integrate them into your CRM, and ensure you aren't bombarding clients who've already given a review. January Webinar on Google Reviews Save the Date: On January 23rd, at 12 PM ET, join David DeCelle and Andrew Johnson for a webinar on how to leverage testimonials and Google reviews for your practice. Register here (available before the event). VIP Mastermind and Member Highlights Congrats to Melody Brady, Joe Moss, and David Daley for reaching Level 6 in the Exchange. These members will participate in the first VIP mastermind, where Dan, Graham, and David will help them refine their business strategies. Key Takeaway: Engaging and contributing to the community can unlock opportunities for deeper business development through personal coaching. Setting Strategic Goals for 2025 Graham shares a framework for setting strategic goals for 2025 using the SMART methodology (Specific, Measurable, Attainable, Repeatable, Time-bound). Key Takeaway: Focus on 1-3 key goals for each area of your business, then work backwards to develop tactics that will move the needle. Avoid getting caught up in tactical noise. Sports Moment Graham shares his excitement about his Washington Commanders making the playoffs, and David (with his Tampa Bay background) provides a humorous take on sports fandom. Useful Links: Join The Exchange: skool.com/exchange Webinar Registration (January 23rd, 12 PM ET): Register here Tune in for more valuable content like this each month on the Model FA Podcast!   Connect with Dan: Website: https://www.fa.exchange Email: dallison@bchlife.com   Connect with Graham: Website: https://www.fa.exchange Email: graham@modelfa.com LinkedIn: https://www.linkedin.com/in/theonlinemarketer/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

In this podcast episode, I welcome Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert, to discuss the science behind effective referral strategies. This episode provides valuable insights into why traditional referral strategies fail and how to transform satisfied clients into active advocates. Dan's proven approach, rooted in behavioral psychology and two decades of research, helps financial advisors unlock a repeatable process for building trust-driven relationships with both clients and Centers of Influence (COIs).Dan's Journey: From Psychology to Referral ExpertEarly Business Success: Built and sold his first company by age 27, achieving an eight-figure exit.Industry Transition: A non-compete clause led him to explore the financial services industry through insurance wholesale operations.Research Development: Discovered that most advisors lacked effective referral strategies, leading to extensive focus group research.Why Traditional Referral Strategies FailMissed Opportunities: 81% of clients who think they've referred their advisor have simply shared contact information without follow-up.Overcoming Barriers: Dan explains how behavioral insights can help advisors coach clients to make effective introductions instead of relying on passive referrals.Building Relationships with Centers of Influence (COIs)Understanding COI Hesitation: COIs, like CPAs, often hesitate to refer due to perceived risks, including reputational and financial concerns.Creating Value for COIs: Advisors must demonstrate their expertise, provide tailored resources, and build trust over time to foster reciprocal relationships.Strategic Engagement: Dan highlights the importance of asking COIs about their needs and challenges to create a collaborative foundation.Leveraging Books as a Referral ToolEstablishing Credibility: Authorship accelerates trust and positions advisors as experts in their field.Partnering with COIs: Co-authoring books or involving COIs in customized forwards fosters a sense of ownership and deepens the relationship.Key Takeaways Focus on Introductions, Not Referrals: Replace passive “I gave your name to someone” moments with actionable introductions like email connections.Understand COI Motivations: Take the time to learn what COIs value and how to address their concerns.Build a Community: Dan's SKOOL platform, The Exchange, provides a space for advisors to connect, share challenges, and access expert guidance.Dan's practical advice and innovative strategies provide a clear roadmap for advisors seeking to grow their practices through referrals. Whether you're struggling to convert client satisfaction into advocacy or looking to strengthen relationships with COIs, this episode is packed with actionable insights.About our guest: Dan Allison, co-founder of The Exchange Group, and behavioral psychology expert.You can learn more about his work:https://www.skool.com/exchangedan@modelfa.comAbout Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.Claim your free audiobook copy at: www.theshortbookformula.comSupport the show

To take advantage of our Black Friday Promotion, visit: remindermedia.com/black-friday-2024-podcast  Ready to increase your client referrals? In this episode, referral expert Dan Allison, founder of the Advisory Development Community and The Exchange, shares a powerful, psychology-based three-part strategy—complete with sample scripts—that will teach you how to inspire and guide your clients to connect you with qualified leads. Plus, find out why the “give, give, give, ask” approach could be holding you back and how early conversations about referrals can change everything. Connect | Resources Connect with Dan: ·      Get a free 7-day trial of The Exchange at skool.com/exchange. Send Dan a DM mentioning “Stay Paid” from within the platform, and you'll get a link to add a person to your membership at no extra cost. ·      Website: integrity.com Connect with Stephen: ·      Website: acreebrothersrealtyteam.com   ·      Phone: 434-216-5306 Resource: ·      Book: The Mindset of a Sales Warrior by Jason Forrest Visit our Resource Library for free resources, including e-books, printables, and lead magnets to attract new leads. Have a question you'd like us to answer? Send us an email at podcast@remindermedia, or shoot us a DM on Instagram @staypaidpodcast.

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized content to build authority and maintain client relationships. The conversation highlights the need for intentional marketing, such as scheduling follow-up meetings and providing value-added content to prospects and COIs. They stress the importance of simplicity in communication and the value of long-term, consistent efforts over quick fixes. Join the most connected place for advisors online. Check out the Exchange and visit FA.Exchange In this episode: Identify strengths to automate, delegate and hire for weaknesses Scheduling natural follow-up meetings with prospects The art of personalized monthly content for prospects Gathering client feedback, adjust events and communications Connect with Dan:   Website: https://www.fa.exchange Email: dallison@bchlife.com   Connect with Graham:   Website: https://www.fa.exchange Email: graham@modelfa.com LinkedIn: https://www.linkedin.com/in/theonlinemarketer/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.  

Ever wondered why you don't get more referrals from your clients? Good News: Most advisors have a client base that's willing to refer. Bad News: Most clients aren't capable of executing a referral. Armed with this information, Dan Allison designed a comfortable process for advisors that creates clients who are both willing and able to … Read More Read More

*I received tons of messages and emails asking when I was doing to have Dan back on to finish our conversation from Episode 13. If you haven't listened to Episode 13, my suggestion would be to start there, because even though we recap quite a bit of that conversation in this episode, it's the kind of information that you'll want to hear more than once! How do I know? Because I've had several people tell me they've listened to the other episode 2-3 times already. Ever wondered why you don't get more referrals from your clients? Dan Allison interviewed thousands of clients to get inside their minds and better understand: What they think about referrals How they feel about referring How they would prefer you to bring it up What prevents them from referring more often Good News: Most advisors have a client base that's willing to refer. Bad News: Most clients aren't capable of executing a referral. Armed with this information, Dan Allison designed a comfortable process for advisors that creates clients who are both willing and able to refer. And once you combine the two, the referral floodgates are opened and the trajectory of your business will never be the same. In this episode, we discuss: The 5 characteristics for creating clients that are willing and able to refer The #1 reason clients say they don't refer The biggest mistakes advisors make when asking for referrals Goldmines vs Landmines: How to identify the clients you want to refer The referral mindset advisors must have The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode69. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Dan Allison and Jeff Herdzina stopped by the show today to discuss enhancing your value proposition as an advisor. Dan is the President of Brokers Clearing House and Jeff is the President of ExitBig. Thus, their insight on growing via relationships and knowledge is vast. If your goal is to become a better advisor to your clients, look no further than this episode!About Brokers Clearing House:Brokers Clearing House is the premier Brokerage General Agency in the Midwest. As a trusted advisor working with our firm, you are able to take full advantage of everything we have to offer - from our expertise in life insurance, long-term care, disability and annuities to our strong relationships with the country's leading carriers. Our resources enable you to make the best recommendations possible to your clients and to do so with confidence.About ExitBig:ExitBig is a Midwest boutique mergers and acquisitions firm focused primarily on businesses averaging $1M+ in EBITDA. Our mission is to deliver an exceptional experience to every one of our clients as they navigate one of the most critical transactions a business owner will encounter: a business exit.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Brokers Clearing House: https://www.bchlife.com/ExitBig: https://exitbig.com/LAUNCH: https://getlaunch.io/ LinkedIn:Elliot BassettRyan BrottDan AllisonJeff HerdzinaThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access The Full-Revenue Potential In Your Existing Book Of Business. See Opportunities Other Agencies Can't. Offer More Value. Gain a Competitive Advantage In A Commoditized Market.Visit https://getlaunch.io/ to learn more.This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

Barbara Crowley and Dan Allison of Brokers Clearing House reflect on the firm's decades of success and its exciting future under the Integrity banner.

Bill Cates is a referral marketing expert who has spent his career in the financial services space. He has founded and sold 2 publishing companies, has written 4 best-selling books, and is an in-demand speaker. His client acquisition system has been featured in a long list of reputable publications, including Success magazine, Entrepreneur magazine, Money magazine, and The Wall Street Journal. In this week's episode, we talk about his most recent book, Radical Relevance: Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients, and what's really cool is how he talks about science proving the marketing advice Josh and I are constantly promoting.  Don't forget to check out the show notes for more in-depth information and added details not included in the episode. Visit www.staypaidpodcast.com.   Connect | Resources  Ep. 202: 5 Characteristics of a Good Referral Source with Dan Allison  Building a Storybrand: Seven Proven Elements of Powerful Stories by Donald Miller  Ep. 298: Email Marketing: Testing What Works  Ep. 275: How Marc Minor Built a $500M Book Using Referrals  Visit radicalrelevance.com to get a copy of Bill's book.  Visit referralcoach.com to learn more about Bill's relationship marketing and client acquisition system.    0:00     Introduction  1:22     Guest bio  2:23     The origins of Radical Relevance  4:18     Defining Radical Relevance  5:43     Strategic and tactical relevance  6:55     Rule 1: The shortest route to relevance is an introduction  7:35     Rule 2: Give your clients a seat at the table  10:37   Rule 3: Feel empathy for your clients  11:44   Neuroscience can help you win more clients   19:06   The more powerful persuader—pain and reward  24:06   Client who grew 900% in 7 years  28:14   The 3 types of client events  30:45   Bill's routines for success  33:58   Action Item 

If you're a real estate agent, then you know that the only conversation around the water cooler these days is where to seller leads. According to NAR and Bankrate.com, the national supply of homes for sale is about 3 million homes short of demand, having dropped 26% since 2020, and predications suggest the shortage could last 3-5 years. Agents are going to need to get creative if they are to ride out the storm, and we've got 7 places to find leads that you may not have thought to look. And if you weren't aware before, we've got show notes you can read for more in-depth information and added details not included in the episode. You can get these notes at www.staypaidpodcast.com   Connect | Resources -- Special magazine offer just for Stay Paid listeners - https://remindermedia.com/staypaidoff... -- Facebook Live recorded session: How to Get Listings in a Low Inventory Market - https://bit.ly/3co4BIv -- Episode 202: 5 Characteristics of a Good Referral Source (with Dan Allison) - https://bit.ly/3x3XbSC   [1:52]     Preview [3:49]     Mindset will make the difference [5:43]     Tip #1: Look to buyers for potential sellers [7:05]     Tip #2: Look to brokers with old leads and retired agents [7:55]     Tip #3: Look to your contact database and the referrals waiting there [9:45]     Qualities of a good referral source [12:42]   Tip #4: Look to the Boomer generation [13:16]   Tip #5: Look to absentee owners/rentals [13:36]   Tip #6: Year-old expired listings [14:25]   Tip #7: Look to circle prospecting [15:54]   Action Item   To learn how to generate more referrals and repeat business, visit: www.remindermedia.com   Follow Stay Paid: https://twitter.com/staypaidpodcast https://www.facebook.com/staypaidpodcast https://www.instagram.com/staypaidpod...   Follow Luke Acree: https://www.instagram.com/lukeacree https://www.linkedin.com/in/lukeacree https://www.facebook.com/lukeacreeRM/

Dan, Elliot and Ryan have a great conversation around life insurance and moving that model from transactional to advisory. Dan's experience as a business owner and consumer has helped him gain multiple perspectives on the industry and the knowledge to make big changes moving forward.Let's continue to move the needle and put our client's needs at the forefront.Drink of the day: Woodford ReserveEpisode links:Brokers Clearing House: https://www.bchlife.com/Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/Dan Allison: https://www.linkedin.com/in/dan-allison-268b607b/Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/Ryan Brott: https://www.linkedin.com/in/ryan-brott-cepa%C2%AE-77a278a/This episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

Dan Allison stopped by to bring some industry knowledge to the podcast! We discussed the fact that while we must acknowledge the past, we have to look towards the future of risk management and become trustworthy advisors. We are battling decades of transactional sales processes, but we are determined to change the way people think about advising their clients.Dan's experience with Brokers Clearing House and Feedback Marketing Group has given him a new perspective on risk management, leading him to become a public speaker to help others become successful. Enjoy the storytelling!Drink of the day: High Quality H2OEnjoy this episode and comment some topics you would like to hear discussed below! #GPP #GettingPastThePremium #Podcast #Insurance #Risk #ManagementEpisode links:Brokers Clearing House: www.bchlife.comEllerbrock-Norris: www.ellerbrock-norris.comEllerbrock-Norris Wealth Strategies: www.ellerbrock-norris-ws.comDan Allison: Dan's LinkedIn ProfileElliot Bassett: Elliot's LinkedIn ProfileRyan Brott: Ryan's LinkedIn ProfileThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

As a response to the gap in referrals he saw financial advisors experience across the industry, Dan Allison created a powerful but easy-to-implement method that turns clients into advocates for their advisors. That was the origin of Feedback Marketing Group, through which Dan has been sharing his method and helping advisors gain more referrals while executing effective insurance planning over the last 18 years. As one of the foremost public speakers in the industry, Dan has worked with many prominent financial services firms, including TD Ameritrade and Northwestern Mutual. Today, Feedback Marketing is part of Model FA. In addition to the work he does with Model FA, Dan also serves as President and Managing Partner for Brokers Clearing House, an organization that supports clients in insurance and risk management planning.   Dan joins me today to share his background and experiences as a public speaker and to discuss how he began his career as a consultant for financial advisors. He describes what it's like to be an introverted extrovert and highlights why public speakers need to do marketing for themselves. Dan also describes how he developed his affinity for grit, hard work, and entrepreneurship through the influence of his parents, who were entrepreneurs themselves, and explains what inspired him to start Feedback Marketing.   “If you can be a good public speaker, you're a rare animal. It's not an easy way to make a good living, but once you get credibility, you can be a business.” - Dan Allison   This week on The Model FA Podcast:   Dan's background and how he learned entrepreneurship from his parents Why Dan hesitated to sell his first company and what made him eventually decide to sell it  What prompted Dan to create Feedback Marketing How Dan was introduced to the financial services industry The biggest corporate client Dan served through Feedback Marketing Dan's career as a speaker and the amount of talks he has done in a typical year What it's like to be an introverted extrovert My first keynote gig and how Dan and I met each other Missed opportunities in Dan's public speaker career and three things every public speaker should do Dan's experiences with the impostor syndrome How to deal with the impostor syndrome using a “praise folder”   Resources Mentioned:   Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek The E Myth: Why Most Businesses Don't Work and What to Do About It by Michael Gerber The Power of Simplicity: A Management Guide to Cutting Through the Nonsense and Doing Things Right by Jack Trout   Our Favorite Quotes:   “A lot of advisors focus on getting referrals, but there is more value in the feedback clients give you.” - David DeCelle “Every time you give a speech to 500 people, your next speech is in that audience.” - Dan Allison “The more you focus on the law of large numbers and averages, the more likely you are to get business.” - David DeCelle   Connect with Dan Allison:   Brokers Clearing House Book: Feedback Marketing: How to Duplicate Clients, Attract Prospects, and Create Advocates...Without Talking by Dan Allison Email: dan@modelfa.com Dan Allison on LinkedIn     About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

The Silver Stream is a journey through ideas in collaboration with invited guests. Series Two focusses on performance, creating a space for visual artists to air audio works. For this episode creator and host Byzantia Harlow is joined by Jody De Schutter and Dan Allison.Dan has worked in the art world for over 20 years and co-curates The Whitechapel Gallery Presents series. He currently makes music as part of BAG with Jody and also has his own project GOMM. Jody’s work spans spoken word, painting, sculpture, printmaking, and tattoo. The episode features tracks from BAG and GOMM.More information on The Silver Stream: www.byzantiaharlow.com/radio/BAG : https://www.instagram.com/bagsoundproject/GOMM : https://www.instagram.com/gommmusic/This is the Soho Radio podcast, showcasing some of the best broadcasts from our online radio station, right from the heart Soho London.Across our Music and Culture channels, we have a wide range of shows covering every genre, along with chat shows, discussions and special broadcasts.To catch up on all Soho Radio shows from both our music and culture channels head on over mixcloud.com/sohoradio or tune in live anytime at sohoradiolondon.com.Support this show http://supporter.acast.com/soho-radio. See acast.com/privacy for privacy and opt-out information.

In this episode, Steve talks with Dan Allison, the President and Managing Partner of Broker's Clearing House in Des Moines, IA.  Dan started out in financial services after a career in clinical and behavioral psychology. One of the big areas of opportunity he noticed was improving the efficiency of client referrals.  Based on his own research, Dan found that the biggest problem with generating referrals was both a lack of process, and a lack of focus on the right things. For Dan, the key is focusing on “being referable'',  and this is best achieved when there is a strong understanding of who you are as a person. It is on this guiding principle that he's focused his professional career for the last 17 years.  Dan talks with Steve about how he got into the business, how he conducted his research around referrals, and five steps that will help your clients become an organic source of new business for your firm.  "It's great to have more revenue, more profit, and more resources. But growth was a by-product of us delivering value and providing a service that is needed, and being referable in the first place.” ~ Dan Allison Main Takeaways  Many clients are willing to provide referrals, but aren't very effective at doing so.  Referral shouldn't be a bad word. Referrals happen because someone trusts you. They are putting their own reputation on the line.  Growth is a by-product of providing meaningful value in a market. If you focus on providing genuine value, the growth will come.  Certain characteristics are very helpful in turning clients into advocates for your firm — over-delivering on value, understanding your value prop, understanding your capacity, and knowing how to make the introduction.  It's important to know the difference between clients who are “gold mines” for referrals and those who are “land mines.” Links and Important Mentions Broker's Clearing House Dan on LinkedIn Brokers Clearing House on Twitter Subscribe and Stay in Touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter

You've heard countless trainings and presentations on the power of referrals and how to get them. In this episode, we're approaching referrals in a new way: through the lens of psychology. Imagine being able to get inside the minds of your clients to better understand what they think about referrals, how they feel about referring, … Read More Read More

You've heard countless trainings and presentations on the power of referrals and how to get them. In this episode, we're approaching referrals in a new way: through the lens of psychology. Imagine being able to get inside the minds of your clients to better understand what they think about referrals, how they feel about referring, how they would prefer you to bring it up with them, and maybe most importantly, what they identify as the most common barriers to referring more often. That's exactly what Dan Allison did. Relying on his background in clinical and behavioral psychology, Dan interviewed thousands of clients, asking them those exact questions to help better understand the psychology of getting more referrals. We discuss: How to bring up the referral conversation in a comfortable way based on what the clients wants The big mistake most advisors make (but don't realize it) when asking for referrals The one question that every firm should ask to instantly boost their referability How to ensure you get referrals when someone passively hands out your information What 60% of clients say when asked the reason why they don't refer and what they say when asked why they do refer   For more information and resources discussed in this episode, visit: www.wiredplanning.com/episode13 To join a community of like-minded advisors and planners around the world looking for top-notch insights and information on how to leverage behavior, psychology, communication, and emotion to master the human side of money, visit Wired Planning. Follow Brendan: Twitter LinkedIn

Mix of live recordings & electronics. Best wishes to all for 2021! More on this 470th weekly Disquiet Junto project — Calendar View / The Assignment: Create a sonic diary of the past year with a dozen (or more) super-brief segments — at: https://disquiet.com/0470/ 1 More on the Disquiet Junto at: https://disquiet.com/junto/ Subscribe to project announcements here: https://tinyletter.com/disquiet-junto/ Project discussion takes place on llllllll.co: https://llllllll.co/t/disquiet-junto-project-0470-calendar-view/ There's also a Disquiet Junto Slack. Send your email address to twitter.com/disquiet for Slack inclusion. Image associated with this project is by Dan Allison, and used thanks to Flickr and a Creative Commons license allowing editing (cropped with text added) for non-commercial purposes: https://flic.kr/p/3pXRU https://creativecommons.org/licenses/by-nc/2.0/

Some people are born to be entrepreneurs and they are energized by building new businesses. Our guest Dan Allison is an entrepreneur writ large. He has made it to the top of the mountain a couple of times and realized that for him, it is the view of the peak from the valley that really charges him up. Dan shares his remarkable story of striking it big with his first business early in life. He talks about what he has learned about money along the way and what happened when he found himself deviating from his values.Dan is a Partner and Chief Growth Officer at Model FA, and he is not your typical consultant. He sold his first company for millions while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients can lead to incredible, life-long referral relationships. Dan has served as a consultant to some of the most successful people in the country. He has developed his easy-to-implement yet profound referral strategies through the Model FA to help individuals and businesses serve their best clients. The result is a simple process that is founded in strengthening relationships which then lead to more referrals.During our conversation with Dan on Money Tales, one of the topics we covered was compounding returns. We explore it further in the financial insight that we included for you after the interview.Learn more about Money Tale$ > Subscribe to the podcast Recent episodes Form CRS Form ADV Terms of Use Privacy Rights and Responsibilities

Some people are born to be entrepreneurs and they are energized by building new businesses. Our guest Dan Allison is an entrepreneur writ large. He has made it to the top of the mountain a couple of times and realized that for him, it is the view of the peak from the valley that really charges him up. Dan shares his remarkable story of striking it big with his first business early in life. He talks about what he has learned about money along the way and what happened when he found himself deviating from his values. Dan is a Partner and Chief Growth Officer at Model FA, and he is not your typical consultant. He sold his first company for millions while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients can lead to incredible, life-long referral relationships. Dan has served as a consultant to some of the most successful people in the country. He has developed his easy-to-implement yet profound referral strategies through the Model FA to help individuals and businesses serve their best clients. The result is a simple process that is founded in strengthening relationships which then lead to more referrals. During our conversation with Dan on Money Tales, one of the topics we covered was compounding returns. We explore it further in the financial insight that we included for you after the interview.

Luke and I interviewed Dan Allison, an expert in helping businesses generate more referral activity from their existing clients. What we learned from Dan is that most clients don’t know how to provide a referral. Listen to our interview as David explains the five characteristics of a client who can provide a truly great referral, and how you can get your very best clients to send you more of the same.   Connect | Resources Brokers’ Clearing House Ltd.: www.bchlife.com Feedback Marketing Group: https://focusedadvisor.com/ Ep. 108, Interview with David DeCelle: https://bit.ly/3g9ZtIB   To learn how to generate more referrals and repeat business, visit: www.remindermedia.com   Follow Stay Paid: https://twitter.com/staypaidpodcast https://www.facebook.com/staypaidpodcast https://www.instagram.com/staypaidpodcast   Follow Luke Acree: https://www.instagram.com/lukeacree https://www.linkedin.com/in/lukeacree https://www.facebook.com/lukeacreeRM/

Referral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even when it’s the only arrow in your quiver. Even when “the ask” causes clients to squirm. But the holistic advice you provide these days is compelling. Clients really value it. Their friends and family members need it. And yet many independent advisors still shy away from asking for referrals. On this episode of Elementality, Reese Harper meets up with Dan Allison, a referral marketing expert with a background in behavioral psychology. They talk about what makes clients actually want to refer, why advisors avoid the discussion, and why -- done right -- it can actually deepen relationships. They wrap up by walking through the 5 characteristics of Dan’s angst-free approach. It’s a conversation that will have you rethinking everything you’ve come to believe about referrals.

Our team and a guest expert Phil Seibel of Collaborative Planning Group sat down last week to discuss insurance planning in a fiduciary firm. Together, they answered questions from our listeners and readers.   Many insurance products have a bad rep in the financial advisory space. Are there any products that just flat-out should never be sold to anyone? How is the process of getting your client into an insurance policy different today vs. 20 years ago?     How does risk management planning best fit into a holistic financial planning engagement?     How important is long term care planning for advisors — and for their clients?      With all the buzz about “no commission insurance”, is that the optimal solution for a fiduciary? What about fee-based insurance?     A lot of people feel that a fiduciary should never accept a commission because commissions promote bias. What are your thoughts?   Tune in to the conversation and get ready to take notes. If you are unsure how the insurance industry is changing, how to choose the best insurance products for your clients, and whether or not commissions promote bias, you will walk away with lots of food for thought. In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear David DeCelle, Dan Allison, and our guest Phil Seibel discuss strategies, share personal experiences, and push against some antiquated ways of thinking about insurance planning. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with likeminded advisors and share the day-today challenges and wins of running a growing financial services firm.

Our team sat down last week to talk about All Things COI's. Together, they answered questions from our listeners and readers. What am I looking for in a COI? How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients? What are some of the barriers and best practices for forming an agreement that will allow both parties to move forward with enthusiasm and mutual commitment? How does COVID impact center-of-influence partnerships? Tune into the conversation and get ready to take notes. If you have ever struggled to connect with a COI, explain what you do, or build a relationship where they feel comfortable referring their clients to you, then you are about to get a secret weapon. In a discussion facilitated by our Executive Podcast Producer Eric Lee, you will hear Patrick Brewer, David DeCelle, and Dan Allison share strategies for establishing mutually beneficial relationships, overcoming objections, and making an impact. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our TeamModel FA Creative Director and Executive Podcast Producer, Eric LeeModel FA Founder and Podcast host, Patrick BrewerPresident of Model FA, David DeCelleFounder and President of the Feedback Marketing Group, Dan Allison If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with likeminded advisors and share the day-today challenges and wins of running a growing financial services firm.

Our team has been working around the clock to support advisors and serve our own wealth management clients through this pandemic. COVID-19 has brought many things to the surface, but there is one area that has demanded a tremendous amount of focus, attention, and energy. How can advisors strengthen and grow their practices in the midst of many unknowns? Our Creative Director and Executive Producer of the Model FA Podcast, Eric Lee, sat down with our podcast host and Founder, Patrick Brewer. The two were joined by President of Model FA, David DeCelle, and Dan Allison, Founder and President of the Feedback Marketing Group. Together, they spent over an hour answering questions from our listeners and readers. What do advisors have to change immediately in order to survive?What needs to change in the next 12 months and beyond? How is the industry evolving — and what does that mean for advisors today? Tune into the conversation and get ready to take notes, because guys around this table get real. They don't hold back as they share how they are leading their teams, what they have personally changed as a result of this pandemic, and where they think the industry is going. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Resource Link

Dan Allison is the founder of Feedback Marketing Group, a marketing and sales consulting firm that helps financial advisors to increase their growth by teaching methods to generate referrals from existing clients. Today Dan joins the show to discuss how he uses his background in behavioral psychology to help his clients to find more referrals by reducing their mental barriers, allowing them to be more open to the possibility of new clients.  Listen in as Dan shares the five key points that he focuses on when helping generate more referrals, including being educated on the services your firm provides. You’ll learn the importance of showing that you actually care about your clients, what your introduction strategy should be, and more. For show notes and more visit: https://www.kitces.com/153 

In episode 32, Kevin Louwers and Dan Allison share their thoughts on knowledge and experience as it relates to developing as a coach. Some specifics include:- Knowledge & experience as a continuum - What kind of schooling do we have and our thoughts on deciding your educational path- How to go about reaching out to professionals you’d like to learn from- Practical ways in a “busy” world to build habits to aid in continual development Omnevo Everything:www.omnevowellness.comwww.omnevoperformance.cominfo@omnevowellness.comIG: @omnevo.wellness @omnevo.performanceStaff: @coachdanmethods @coachkevmvmt @thecoach_anna @primal.recovery @coachbenknapp

In episode 32, Kevin Louwers and Dan Allison share their thoughts on knowledge and experience as it relates to developing as a coach. Some specifics include:- Knowledge & experience as a continuum - What kind of schooling do we have and our thoughts on deciding your educational path- How to go about reaching out to professionals you’d like to learn from- Practical ways in a “busy” world to build habits to aid in continual development Omnevo Everything:www.omnevowellness.comwww.omnevoperformance.cominfo@omnevowellness.comIG: @omnevo.wellness @omnevo.performanceStaff: @coachdanmethods @coachkevmvmt @thecoach_anna @primal.recovery @coachbenknapp

In episode 30, Kevin Louwers and Dan Allison answer exercise science student questions. The specifics include: - The BEST way to train a muscle - Our FAVORITE training method - Compound exercises vs isolation exercises- Training tools that are BENEFICIAL- Our beliefs on training tools that may inhibit performance Omnevo Everything:www.omnevowellness.comwww.omnevoperformance.cominfo@omnevowellness.comIG: @omnevo.wellness @omnevo.performanceStaff: @coachdanmethods @coachkevmvmt @thecoach_anna @primal.recovery @coachbenknapp

In episode 30, Kevin Louwers and Dan Allison answer exercise science student questions. The specifics include: - The BEST way to train a muscle - Our FAVORITE training method - Compound exercises vs isolation exercises- Training tools that are BENEFICIAL- Our beliefs on training tools that may inhibit performance Omnevo Everything:www.omnevowellness.comwww.omnevoperformance.cominfo@omnevowellness.comIG: @omnevo.wellness @omnevo.performanceStaff: @coachdanmethods @coachkevmvmt @thecoach_anna @primal.recovery @coachbenknapp

Day 3 of IYCA 2019 Detroit Summit , Hands on Presentations..Dave Schmitz,Greg Schaible,Jordan Tingman,Brett Klika,John Welbourn,Jared Markiewicz,Dan Allison,Dave Jack,Tony Moreno,Brad Leshinske,Matt Cady,Phil Hueston,Ryan Ketchum

The 15 year Anniversary of The 20 Rock Countdown on WACC. Marc and Bryon hosted The 20 Rock Countdown Halloween Special w/ Dan & Allison.Air Date: October 29th, 2003#15Yrs #20Rock #WACC 

Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan has drawn on his background in […] The post Dan Allison on the Psychology of Referrals appeared first on Becoming Referable.

We help busy moms and dads have more energy, sleep better and spend more quality time with their family through custom built resiliency solutions based on the art of Chiropractic care and nutritional medicine. Call or text message our clinic today with your health question: 734-335-0533 www.michiganfamilywellness.com Check out our wellness culture video here: https://youtu.be/orEPhy8ePXUDan is the director of the Strength and Conditioning programs at Inflow Wellness Academy (formerly PowR Performance Gym), and is a youth training specialist. With a Bachelor's degree in Exercise Science and Community Health, Dan is fully equipped to help you reach your ultimate goals. One of Dan's passions is working with our kids, helping the younger athletes make the safest, most linear progress they can for their sport.

www.michiganfamilywellness.com   Dan is the director of the Strength and Conditioning programs at Inflow Wellness Academy (formerly PowR Performance Gym), and is a youth training specialist.   With a Bachelor’s degree in Exercise Science and Community Health, Dan is fully equipped to help you reach your ultimate goals.   One of Dan’s passions is working with our kids, helping the younger athletes make the safest, most linear progress they can for their sport.   Inflow Wellness Academy   www.originalstrength.net   www.iyca.org   www.ericcressey.com   d4allison@gmail.com  

Dedicated To Elevating Your Health & Family Wellness Lifestyle  Benjamin Knapp is the founder, owner, and Nutrition Specialist of POWR Performance. He lives in Walled Lake, with his wife Renee and daughter Sophia. He enjoys family time, boating and reading outside of his professional life. Dan is the director of Strength and Conditioning at POWR, and is a youth training specialist.  With a Bachelor’s degree in Exercise Science and Community Health, Dan is fully equipped to help you reach your ultimate goals.   One of Dan’s passions is working with our kids, helping the younger athletes make the safest, most linear progress they can for their sport.   Well like I said I am really excited for this interview guys.  Make sure you listen closely to catch all the practical applications; and the upcoming live community event at the end of March.   www.michiganfamilywellness.com   Powr Performance Website   Powr Performance Facebook      

We help busy moms and dads have more energy, sleep better and spend more quality time with their family through custom built resiliency solutions based on the art of Chiropractic care and nutritional medicine. Call or text message our clinic today with your health question: 734-335-0533 www.michiganfamilywellness.com Check out our wellness culture video here: https://youtu.be/orEPhy8ePXUBenjamin Knapp is the founder, owner, and Nutrition Specialist of POWR Performance. He lives in Walled Lake, with his wife Renee and daughter Sophia. He enjoys family time, boating and reading outside of his professional life.Dan is the director of Strength and Conditioning at POWR, and is a youth training specialist. With a Bachelor's degree in Exercise Science and Community Health, Dan is fully equipped to help you reach your ultimate goals. One of Dan's passions is working with our kids, helping the younger athletes make the safest, most linear progress they can for their sport. Well like I said I am really excited for this interview guys. Make sure you listen closely to catch all the practical applications; and the upcoming live community event at the end of March.