Advisor Elevation
18 episodes - English - Latest episode: over 4 years ago - ★★★★★ - 27 ratingsAdvisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business.
Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Financial, a comprehensive financial institution that caters to independent wealth management professionals. Matt is the creator of Practice Synergy, an 8 Step Process for maximizing growth within a financial practice and the co-creator of the Advisor-Client Engagement Process, the ultimate appointment process track for financial advisors.
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Episodes
Ep 10: Why Experience Matters with Dennis Moseley-Williams
March 02, 2020 17:01 - 1 hour - 102 MBIf Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services. Don’t miss this important episode where you will further discover why experience matters so much in your business!
Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
October 14, 2019 17:58 - 1 hour - 140 MBIn this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football. This entertaining episode is one you won’t want to miss!
09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
October 14, 2019 17:58 - 1 hour - 140 MBIn this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football. This entertaining episode is one you won’t want to miss!
08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
May 24, 2019 14:41 - 57 minutes - 79.6 MBIn this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots mo...
Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
May 24, 2019 14:41 - 57 minutes - 79.6 MBIn this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots mo...
Ep 07: Building a Life By Design, Not By Default with Chris Yonker
April 29, 2019 20:30 - 1 hour - 106 MBIn this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process. Be sure to tune into this e...
07: Building a Life By Design, Not By Default with Chris Yonker
April 29, 2019 20:30 - 1 hour - 106 MBIn this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process. Be sure to tune into this e...
Ep 06: Best Practices for a Better First Appointment
January 08, 2019 17:37 - 46 minutes - 63.9 MBIn this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.
06: Best Practices for a Better First Appointment
January 08, 2019 17:37 - 46 minutes - 63.9 MBIn this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.
Ep 05: The Best Strategies to Market a Financial Practice with Mark Mersman
November 02, 2018 19:39 - 1 hour - 136 MBIn this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort....
05: The Best Strategies to Market a Financial Practice with Mark Mersman
November 02, 2018 19:39 - 1 hour - 136 MBIn this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort....
Ep 04: Client Segmentation - What it is, What it isn't, and Why you'll need it
October 15, 2018 16:33 - 1 hour - 84.6 MBIn this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!
04: Client Segmentation - What it is, What it isn't, and Why you'll need it
October 15, 2018 16:33 - 1 hour - 84.6 MBIn this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!
03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
October 15, 2018 16:17 - 1 hour - 91.1 MBIn this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!
Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
October 15, 2018 16:17 - 1 hour - 91.1 MBIn this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!
Ep 02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!
October 15, 2018 16:13 - 1 hour - 103 MBJoin Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!
02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!
October 15, 2018 16:13 - 1 hour - 103 MBJoin Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!
Ep 01: 25 Ideas for You to Elevate Your Client Experience
October 11, 2018 20:31 - 52 minutes - 72.2 MBIn the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!
01: 25 Ideas for You to Elevate Your Client Experience
October 11, 2018 20:31 - 52 minutes - 72.2 MBIn the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!