Podcasts about wired advisor

Most financial planning is built around goals.  Goals like:  Retiring at 60  Spending more time traveling  Leaving a legacy through philanthropy   But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there.  Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them.   In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments.  Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments.  Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day.  Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable.  If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately.  You'll Learn:  Why goals-based planning may be unintentionally limiting your clients' happiness  The simple 4-step experiment framework that unlocks confident spending and clearer decisions  How to help chronic under-spenders safely test higher spending without triggering fear  Why debriefing client experiences may be more powerful than the financial plan itself  Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here    Links To Resources Mentioned:  “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments”  Connect With Brendan:  RFG Advisory  LinkedIn: Brendan Frazier  About Our Guest:  Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®.  Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com.  Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.

Most of your clients' financial planning goals don't fail because they're unrealistic. They fail because behavior hasn't changed. In this episode, Brendan Frazier breaks down why clients struggle to follow through and achieve their most important financial goals and what Advisors can do to change that. If you want to help your clients maximize the likelihood of accomplishing their goals, you have to understand the psychology of goals. In this episode, you'll learn: Why understanding motivation matters more than setting better goals How clarity, confidence, and small wins increase follow-through Why identity-based change leads to more sustainable client behavior At RFG Advisory, our Chief Behavioral Officer, Brendan Frazier, helps Advisors improve prospecting, communication, and client relationships using proven behavioral frameworks that lead to sustainable growth. Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Links to Additional Resources: Blog Article: Busy Isn't Strategic: How Time Fragmentation Sabotages Financial Advisor Growth Downloadable Playbook: Reactive to Intentional: The Financial Advisor Playbook for Sustainable Growth

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook. In this episode we will talk about TABOO. Find out more: https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook.In this episode we will talk about GROWTH STRATEGY. In this episode we will talk about GROWTH STRATEGY. Find out more: https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook. In this episode we will talk about FUN. Find out more: https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook.In this episode we will talk about DIFFERENTIATORS. In this episode we will talk about DIFFERENTIATORS. Visit website to learn more: https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook.In this episode we will talk about HUMP DAY HASSLES. In this episode we will talk about HUMP DAY HASSLES. Find out more at: https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook. In this episode we will talk about CLIENTS. Find out more at https://connexdigitalmarketing.com/jonathan-musgrave/

Jonathan Musgrave is the founder of Wired Advisor, a digital marketing agency specializing in generating affluent client leads to financial advisors. He's been in the financial services marketing world for over 11 years and is passionate about taking this largely offline market into the digital marketing space. Jonathan recently ditched the commission and recruiting field marketing organization model to become a fee for service marketing agency, and has rapidly become the go-to agency for the top financial advisors looking to market online. Wired Advisor is adept at building up content-based, automation funnels. But the majority of their work is filling local, educational events for advisors with Facebook advertising. Jonathan is also the creator of Anademy: The Anatomy of the Perfect Facebook Ad, a training program teaching his proven strategies for marketing on Facebook. In this episode we will talk about MONEY.

Stephanie Sammons is founder and CEO of Wired Advisor.com, a digital leadership platform that is primarily focused on the financial services industry and professional services. Stephanie also consults on how to excel at digital leadership, building online influence and trust, and growing digital equity in the age of social media.

Do you publish long-form content? Are you wondering if the new LinkedIn publishing platform can help your business? In this episode, I interview Stephanie Sammons, a LinkedIn marketing expert and CEO of Wired Advisor, a digital marketing platform that helps financial advisors create and publish content. She blogs at Build Online Influence.  Show Notes: https://www.socialmediaexaminer.com/89

Do you use LinkedIn for business? Are you wondering how you can use LinkedIn to generate quality leads? In this episode, I interview Stephanie Sammons, who blogs at Build Online Influence and is the CEO of Wired Advisor—a firm that helps those in the financial industry. She also writes exclusively about LinkedIn for Social Media Examiner. Show Notes: https://www.socialmediaexaminer.com/30

Stephanie Sammons is Founder and CEO of WiredAdvisor.com, a digital leadership platform that is primarily focused on the financial services industry and professional services. Stephanie also consults on how to excel at digital leadership, building online influence and trust, and growing digital equity in the age of social media.