Between Now and Success
348 episodes - English - Latest episode: 18 days ago - ★★★★★ - 104 ratingsHost Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Belay" as we climb the summit to success together.
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Episodes
Stand Out by Producing Content That’s Authentic, Entertaining, Interesting, and Human
August 10, 2020 20:09 - 1 hour - 53.1 MBIn a Nutshell: To stand out from all the fake news and clickbait cluttering your audience's inboxes, you have to produce content that's authentic, entertaining, interesting, and above all, human. Guest: Brooke Southall, the founder of RIABiz. Back in 2009, Brooke built his online-only news publication on traditional journalistic values like using multiple sources and editorial analysis. Brooke and his team captured the rise of new models for providing client-first financial advice against ...
Best of: Joe Duran
July 27, 2020 19:57 - 51 minutes - 35.6 MBBuilding one advisory firm with billions in AUM is hard enough. Joe Duran has done it twice, most recently selling United Capital to Goldman Sachs and becoming Head of Goldman Sachs Personal Financial Management. We had an insightful conversation about how he did it and what he sees for the future of financial advisors and for the advice they deliver.
3 Insights and 1 Warning from Peter Mallouk on Driving Growth Under Any Circumstances
July 13, 2020 20:32 - 58 minutes - 38.7 MBIn March 2020, Covid-19 lockdowns were starting, businesses were scrambling, and the markets were in a state of shock. Despite all that, Creative Planning, Inc. had one of its best months ever. According to President and CEO Peter Mallouk, his firm brought in $500 million in net new assets. Instead of panicking and trying to get their money out of the markets, Peter says many of his clients were giving him more money to manage – and sending more referrals as well. The seeds that Peter’...
The Mindset Behind Moving from Public Assistance to $2 Billion in AUM
June 29, 2020 20:10 - 1 hour - 44.8 MB9 months of job interviews. 27 “No’s” from top advisory firms. 33,000 cold calls. That’s all it took for Erin Scannell to open up his independent office and land his first client back in 1999. Few people would have powered through that long, but as Erin Scannell explains on today’s podcast, he learned some hard lessons in perseverance and resilience growing up that continue to motivate him to this day. Erin is the founder and CEO of Heritage Wealth Advisors in the Seattle area, where h...
The Mindset Behind Moving from Public Assistance to $2 Billion in AUM with Erin Scannell
June 29, 2020 20:10 - 1 hour - 44.8 MB9 months of job interviews. 27 “No’s” from top advisory firms. 33,000 cold calls. That’s all it took for Erin Scannell to open up his independent office and land his first client back in 1999. Few people would have powered through that long, but as Erin Scannell explains on today’s podcast, he learned some hard lessons in perseverance and resilience growing up that continue to motivate him to this day. Erin is the founder and CEO of Heritage Wealth Advisors in the Seattle area, where h...
A 5-Step Process to Improve Your Digital Marketing with Bill Keen and Lisa Salvi
June 15, 2020 20:04 - 1 hour - 54.4 MBThe Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality. Even before the pandemic, our industry was already making a shift towards digital marketing combined with digital events. Things like pay-per-click advertising, newsletters, podcasts, video, and virtual events like webinars, pane...
A 5-Step Process to Improve Your Digital Marketing
June 15, 2020 20:04 - 1 hour - 54.4 MBThe Covid-19 pandemic has forced financial advisors to shift the way you market your services. In person marketing and networking is severely restricted for the near future and if you want to succeed in this new world, you have to adapt to the new virtual reality. Even before the pandemic, our industry was already making a shift towards digital marketing combined with digital events. Things like pay-per-click advertising, newsletters, podcasts, video, and virtual events like webinars, pane...
Using Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients
June 01, 2020 20:25 - 49 minutes - 48.5 MBIn a Nutshell: There's no "silver bullet" marketing strategy that's going to turn your blogs and tweets into clients. But if you identify a niche and develop a consistent media presence that's appealing and engaging, you can reach your ideal clients where they're more likely to see and hear you. Guest: Wes Moss, the chief investment strategist of Capital Investment Advisors, which is a multibillion-dollar RIA in Atlanta. Wes has been ranked as a top 100 independent advisor by Barron's. He'...
Using Radio, Podcasting, Social Media, and Writing to Build a Media Presence that Leads to New Clients with Wes Moss
June 01, 2020 20:25 - 49 minutes - 48.5 MBIn a Nutshell: There's no "silver bullet" marketing strategy that's going to turn your blogs and tweets into clients. But if you identify a niche and develop a consistent media presence that's appealing and engaging, you can reach your ideal clients where they're more likely to see and hear you. Guest: Wes Moss, the chief investment strategist of Capital Investment Advisors, which is a multibillion-dollar RIA in Atlanta. Wes has been ranked as a top 100 independent advisor by Barron's. He'...
How to Design and Deliver Effective Live and Virtual Events with Barron's Alison Rooney
May 18, 2020 20:09 - 58 minutes - 46.9 MBIn a Nutshell: It's human nature to want to be part of a community. Hosting and participating in live events is essential to maintaining a connection with your client and prospect base and to furthering your own personal development -- even during quarantine. Guest: Alison Rooney, Global Managing Director, Wealth Management, Barron's Group. Alison's team oversees the underwriting, membership, and content development for all of Barron's live events, including over 20 conferences geared towa...
Writing Yourself Into Your Client's Next Chapter
May 04, 2020 19:39 - 51 minutes - 43.9 MBIn a Nutshell: Growing your business -- especially during a crisis -- depends less on your ability to manage money that it does on your ability to become an important part of your client's story. Guests: Arthur Ambarik CFP® is the CEO of Perigon Wealth Management, which currently has $1.8 billion in AUM. Rachel Elson has recently transitioned from a career as a personal finance journalist to working as a Financial Planning Associate at Perigon. My Key Takeaway: In order to make you and ...
Writing Yourself Into Your Client's Next Chapter with Arthur Ambarik and Rachel Elson
May 04, 2020 19:39 - 51 minutes - 43.9 MBIn a Nutshell: Growing your business -- especially during a crisis -- depends less on your ability to manage money that it does on your ability to become an important part of your client's story. Guests: Arthur Ambarik CFP® is the CEO of Perigon Wealth Management, which currently has $1.8 billion in AUM. Rachel Elson has recently transitioned from a career as a personal finance journalist to working as a Financial Planning Associate at Perigon. My Key Takeaway: In order to make you and ...
Bonus Episode: Coaching Clients Through Uncertainty with Steve Sanduski and Ben Jones
April 20, 2020 19:38 - 1 hour - 51 MBRecently I was a guest on the Better Conversations, Better Outcomes podcast presented by BMO Global Asset Management. Host Ben Jones and I discussed my 5-point framework for effective communication with clients during a crisis. I developed this framework based on the mistakes I saw some advisors make back in the Global Financial Crisis (GFC). These advisors got hit with a double whammy of market declines and lost clients as they failed to effectively communicate with their clients as the GFC...
Bonus Episode: Coaching Clients Through Uncertainty
April 20, 2020 19:38 - 1 hour - 51 MBRecently I was a guest on the Better Conversations, Better Outcomes podcast presented by BMO Global Asset Management. Host Ben Jones and I discussed my 5-point framework for effective communication with clients during a crisis. I developed this framework based on the mistakes I saw some advisors make back in the Global Financial Crisis (GFC). These advisors got hit with a double whammy of market declines and lost clients as they failed to effectively communicate with their clients as the GFC...
Shattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur
April 13, 2020 19:44 - 1 hour - 50.8 MBIn a Nutshell: Silicon Valley unicorns make the billion-dollar headlines, but the true measure of an entrepreneur's success is how you align your business with your goals, your lifestyle, your values, and the impact you make in people's lives. Guest: Author, journalist, and speaker David Sax. His new book, The Soul of an Entrepreneur: Work and Life Beyond the Startup Myth, approaches entrepreneurship from a broader, more personal, and more realistic perspective. My Key Takeaway: To defin...
Shattering the Silicon Valley Entrepreneurial Myth and Uncovering the Soul of an Entrepreneur with David Sax
April 13, 2020 19:44 - 1 hour - 50.8 MBIn a Nutshell: Silicon Valley unicorns make the billion-dollar headlines, but the true measure of an entrepreneur's success is how you align your business with your goals, your lifestyle, your values, and the impact you make in people's lives. Guest: Author, journalist, and speaker David Sax. His new book, The Soul of an Entrepreneur: Work and Life Beyond the Startup Myth, approaches entrepreneurship from a broader, more personal, and more realistic perspective. My Key Takeaway: To defin...
Bonus Episode: Redefining Wealth with Seth Streeter
March 30, 2020 19:50 - 57 minutes - 46.1 MBSeth Streeter is the CEO and founder of Mission Wealth, a leading wealth management company with more than $2.5 billion in assets under management. Seth was an early proponent of our industry's shift into Life-Centered Planning, and I could listen to him talk all day about how advisors can help folks redefine what wealth and happiness really mean. Recently I heard an episode of the Wellness Revolutionaries podcast in which Mindbody co-founder Blake Beltram talked with Seth about this conce...
How This Barron's Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business
March 23, 2020 19:40 - 36 minutes - 46.4 MBIn a Nutshell: Hard work, a deep love for his clients, and a niche working with retirees of a particular company led this advisor to the pinnacle of the profession. Guest: Barron’s Hall of Famer Scott Tiras, President of Tiras Wealth Management, which is a private wealth advisory practice of Ameriprise Financial Services. Scott has more than 30 years of experience as an advisor. Currently he manages around 700 family relationships and more than $1.5 billion in assets. My Key Takeaway: To...
How This Barron's Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business with Scott Tiras
March 23, 2020 19:40 - 36 minutes - 46.4 MBIn a Nutshell: Hard work, a deep love for his clients, and a niche working with retirees of a particular company led this advisor to the pinnacle of the profession. Guest: Barron’s Hall of Famer Scott Tiras, President of Tiras Wealth Management, which is a private wealth advisory practice of Ameriprise Financial Services. Scott has more than 30 years of experience as an advisor. Currently he manages around 700 family relationships and more than $1.5 billion in assets. My Key Takeaway: To...
3 Customer Experience Triggers That Drive Growth, Loyalty, and Referrals with Joseph Michelli
March 09, 2020 19:39 - 53 minutes - 70.3 MBIn a Nutshell: A "wow" customer service experience meets clients needs, engages customers on terms that gel with their lifestyle, and creates genuine human connection. Hitting those check marks is what separates Ritz-Carlton, Starbucks, Zappos, and the best financial advisory firms from the rest of the pack. Guest: Joseph Michelli, a bestselling author, an international speaker, an organizational consultant, and one of the world's leading authorities on how to develop joyful and productive...
3 Customer Experience Triggers That Drive Growth, Loyalty, and Referrals
March 09, 2020 19:39 - 53 minutes - 70.3 MBIn a Nutshell: A "wow" customer service experience meets clients needs, engages customers on terms that gel with their lifestyle, and creates genuine human connection. Hitting those check marks is what separates Ritz-Carlton, Starbucks, Zappos, and the best financial advisory firms from the rest of the pack. Guest: Joseph Michelli, a bestselling author, an international speaker, an organizational consultant, and one of the world's leading authorities on how to develop joyful and productive...
Bonus Episode: Enhancing Your Discovery Process by Becoming a Better Biographer with Mitch Anthony
March 02, 2020 20:41 - 32 minutes - 33.3 MBOn this special bonus podcast episode, I'm doing something I've never done before: republishing someone else's podcast. I think you're really going to enjoy this episode of the Top Advisor Marketing Podcast, hosted by Matt Halloran and featuring guest Mitch Anthony. This was a really fun listen for me because I go back a long way with both of these guys. Matt was one of the best coaches we had when I was running Peak Advisor Alliance. And Mitch is my business partner in ROL Advisor, our on...
Bonus Episode: Enhancing Your Discovery Process by Becoming a Better Biographer
March 02, 2020 20:41 - 32 minutes - 33.3 MBOn this special bonus podcast episode, I'm doing something I've never done before: republishing someone else's podcast. I think you're really going to enjoy this episode of the Top Advisor Marketing Podcast, hosted by Matt Halloran and featuring guest Mitch Anthony. This was a really fun listen for me because I go back a long way with both of these guys. Matt was one of the best coaches we had when I was running Peak Advisor Alliance. And Mitch is my business partner in ROL Advisor, our on...
Building a Billion-Dollar Advisory Firm One Relationship at a Time with Laila Pence
February 24, 2020 20:56 - 44 minutes - 52.5 MBWhere does the drive come from for top achievers who keep knocking it out of the park long past the point that many of us would have kicked up our feet and called it a career? That question has fascinated me for decades and today's podcast guest, Laila Pence, CFP®, shared with me one of the most compelling stories I've ever heard about overcoming early life challenges to become one of the country's most successful and respected financial advisors. As we talked at the Barron’s Teams Summi...
Building a Billion-Dollar Advisory Firm One Relationship at a Time
February 24, 2020 20:56 - 44 minutes - 52.5 MBWhere does the drive come from for top achievers who keep knocking it out of the park long past the point that many of us would have kicked up our feet and called it a career? That question has fascinated me for decades and today's podcast guest, Laila Pence, CFP®, shared with me one of the most compelling stories I've ever heard about overcoming early life challenges to become one of the country's most successful and respected financial advisors. As we talked at the Barron’s Teams Summi...
Grow Faster by Solving the Needs of a Niche in a Unique Way
February 10, 2020 20:54 - 51 minutes - 61.6 MBIn a Nutshell: All financial advisors deliver services and advice. The ones who are growing their businesses find creative ways to stand out in an increasingly crowded marketplace and attract a niche of clients they can offer the most value to. Guest: Steve Wershing. Steve is the President of The Client Driven Practice and the author of Stop Asking for Referrals. He's also the cohost of a great podcast called Becoming Referable. My Key Takeaway: To differentiate both your firm and your p...
Grow Faster by Solving the Needs of a Niche in a Unique Way with Steve Wershing
February 10, 2020 20:54 - 51 minutes - 61.6 MBIn a Nutshell: All financial advisors deliver services and advice. The ones who are growing their businesses find creative ways to stand out in an increasingly crowded marketplace and attract a niche of clients they can offer the most value to. Guest: Steve Wershing. Steve is the President of The Client Driven Practice and the author of Stop Asking for Referrals. He's also the cohost of a great podcast called Becoming Referable. My Key Takeaway: To differentiate both your firm and your p...
Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping with Julie Littlechild
January 27, 2020 21:04 - 51 minutes - 63.7 MBIn a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client. Guest: Julie Littlechild. Julie is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement. My Key Takeaway: To create an engaging client experience that becomes a magnet for new ideal clients: Be intentional...
Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping
January 27, 2020 21:04 - 51 minutes - 63.7 MBIn a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client. Guest: Julie Littlechild. Julie is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement. My Key Takeaway: To create an engaging client experience that becomes a magnet for new ideal clients: Be intentional...
Leveraging AI to Automate 30 - 40% of Your Mundane Tasks
January 13, 2020 20:43 - 52 minutes - 61.2 MBIn a Nutshell: In 2020, the most successful advisors have moved past worrying about "competing" with technology. Instead, they're finding ways to automate the 30 - 40% of the mundane tasks that are necessary for relationships but don't enhance them, so that they can focus on the human conversations that create real lasting value -- and more business. Guest: Matt Reiner, CFP® CFA®, the cofounder and CEO of Benjamin, "the world’s first A.I. assistant created for advisors by advisors." My K...
My 3 Words for 2020
December 30, 2019 21:14 - 24 minutes - 27.1 MBA single word or a short phrase could permanently change your life. When you were young, a teacher may have said something to you that forever altered how you viewed yourself—good or bad. Maybe a parent said something that still sticks with you today. Or perhaps a former boss made a comment that drives you nuts to this day—I’m in that boat! In a similar way, this “My 3 Words” exercise I learned from Chris Brogan is designed to empower you with 3 words that drive your actions and keep you...
Building a Wildly Successful Marketing Machine with Brad Johnson
December 16, 2019 21:01 - 1 hour - 97.1 MBIn a Nutshell: The largest financial advisory firms have developed consistent marketing programs that deliver a predictable stream of ideal clients...and there's just a handful of different ways to do it. Guest: Brad Johnson. Brad is the Vice President of Advisor Development for Advisors Excel. He's also the host of a great podcast for financial advisors called The Elite Advisor Blueprint. My Key Takeaway: To get your marketing machine humming: - Understand that marketing is NOT option...
Building a Wildly Successful Marketing Machine
December 16, 2019 21:01 - 1 hour - 97.1 MBIn a Nutshell: The largest financial advisory firms have developed consistent marketing programs that deliver a predictable stream of ideal clients...and there's just a handful of different ways to do it. Guest: Brad Johnson. Brad is the Vice President of Advisor Development for Advisors Excel. He's also the host of a great podcast for financial advisors called The Elite Advisor Blueprint. My Key Takeaway: To get your marketing machine humming: - Understand that marketing is NOT option...
How to Shift From a Financial Advisor to a Financial Coach with Todd Tresidder
December 02, 2019 20:48 - 1 hour - 86 MBIn a Nutshell: Shifting from being a financial advisor to being a financial coach could be the next evolution of how financial guidance is delivered and enable independent human advisors to remain profitable and relevant. Guest: Todd Tresidder. Todd is a former hedge fund manager who transitioned into a successful financial coaching career. Recently, he has adapted his coaching into a series of premium online courses on wealth building at Financial Mentor. My Key Takeaway: In order to k...
How to Shift From a Financial Advisor to a Financial Coach
December 02, 2019 20:48 - 1 hour - 86 MBIn a Nutshell: Shifting from being a financial advisor to being a financial coach could be the next evolution of how financial guidance is delivered and enable independent human advisors to remain profitable and relevant. Guest: Todd Tresidder. Todd is a former hedge fund manager who transitioned into a successful financial coaching career. Recently, he has adapted his coaching into a series of premium online courses on wealth building at Financial Mentor. My Key Takeaway: In order to k...
Using Clear Career Paths and Partnership Opportunities to Attract and Retain Next Generation Advisors
November 19, 2019 04:19 - 39 minutes - 53.1 MBIn a Nutshell: Clear career paths and offering a path to partnership and equity ownership are key ways to attract and retain next generation advisors and advisory firm leaders. Guests: Lisa Salvi is Vice President of Advisor Services at Charles Schwab, where she oversees business consulting and education offerings, including their one-on-one consulting engagements, the annual RIA Benchmarking Study, and other programs that support the development of advisor talent. Yonhee Gordon is a pri...
Using Clear Career Paths and Partnership Opportunities to Attract and Retain Next Generation Advisors with Lisa Salvi and Yonhee Gordon
November 19, 2019 04:19 - 39 minutes - 53.1 MBIn a Nutshell: Clear career paths and offering a path to partnership and equity ownership are key ways to attract and retain next generation advisors and advisory firm leaders. Guests: Lisa Salvi is Vice President of Advisor Services at Charles Schwab, where she oversees business consulting and education offerings, including their one-on-one consulting engagements, the annual RIA Benchmarking Study, and other programs that support the development of advisor talent. Yonhee Gordon is a pri...
How to Write Compelling Copy That Engages Your Audience's Hearts and Minds
November 04, 2019 20:45 - 1 hour - 67.2 MBIn a Nutshell: Whether you're writing website copy, sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your business growing. Guest: Adam Bensman. Adam is one of the top direct response copywriters and consultants in the country, and he has a particular expertise in helping financial advisors improve their marketing. My Key Takeaway: If you want win more business ...
How to Write Compelling Copy That Engages Your Audience's Hearts and Minds with Adam Bensman
November 04, 2019 20:45 - 1 hour - 67.2 MBIn a Nutshell: Whether you're writing website copy, sending email newsletters, social media posts, physical mailers, or a combination, you have to master the psychology of engagement to turn your prospects into clients and keep your business growing. Guest: Adam Bensman. Adam is one of the top direct response copywriters and consultants in the country, and he has a particular expertise in helping financial advisors improve their marketing. My Key Takeaway: If you want win more business ...
The “Secret Sauce” That Led United Capital from $0 to $24 Billion in AUM
October 21, 2019 19:53 - 1 hour - 61.3 MBThe growth of United Capital is a fascinating case study in how being early on a trend, M&A, technology, financial life planning, and a charismatic leader all came together to create one of the industry’s biggest and most innovative RIA firms. Today, we’ll take a deep dive on this story through one of firm’s longest tenured employees, Matt Brinker. Starting at $0 in 2005, Joe Duran founded United Capital, and one of his early hires was Matt Brinker. Matt joined the firm when it had about $...
Joe Duran on the “Secret Sauce” That Led United Capital from $0 to $24 Billion in AUM
October 21, 2019 19:53 - 1 hour - 61.3 MBThe growth of United Capital is a fascinating case study in how being early on a trend, M&A, technology, financial life planning, and a charismatic leader all came together to create one of the industry’s biggest and most innovative RIA firms. Today, we’ll take a deep dive on this story through one of firm’s longest tenured employees, Matt Brinker. Starting at $0 in 2005, Joe Duran founded United Capital, and one of his early hires was Matt Brinker. Matt joined the firm when it had about $...
4 Ways to Learn Faster Than the World is Changing with Taylor Schulte
October 07, 2019 19:46 - 53 minutes - 59.9 MBIf you’re not learning faster than the world is changing, then you are going to fall behind very quickly. And businesses that fall too far behind usually don’t get a second chance to catch up. A big challenge for financial advisors is, how do you stay on top of everything that’s required to run a successful advisory business? As Josh Brown put it at the recent Wealth/Stack Conference, “A good advisor is both coach and quarterback, on-demand psychologist and personal friend, historian and...
Wealth/Stack Conference Recap: Should Advisors Be More Like Amazon or More Like Ritz-Carlton? Yes!
September 23, 2019 19:37 - 49 minutes - 42.7 MBWhen was the last time you talked to a Netflix employee about your account? How about an Amazon employee? I’m guessing for most of you the answer is: never. Netflix automatically charges my credit card every month and uses its algorithms to push content it thinks I’ll enjoy to my home screen. A shipping problem or return request with Amazon is usually resolved with a couple swipes or clicks. It’s efficient customer service, but it’s all faceless, online, impersonal. Now, when was the...
How to Get Started in Email Marketing to Add New Clients and Deepen Your Relationship with Existing Ones from the Former Director of Newsletters at The New Yorker and at BuzzFeed
September 09, 2019 20:07 - 1 hour - 69.4 MBEmail Marketing is one of the most effective, least expensive, and underutilized marketing strategies available to you right now. I’m on the record as saying a person’s inbox in the most valuable piece of marketing real estate you can own. When a person gives you permission to show up in their inbox on a regular basis, you can develop a personalized relationship that leads to new business and long-term loyalty. Now, you might be thinking, "Steve, have you lost your rocker here? Email is ...
Dan Oshinsky on How to Get Started in Email Marketing to Add New Clients and Deepen Your Relationship with Existing Ones from the Former Director of Newsletters at The New Yorker and at BuzzFeed
September 09, 2019 20:07 - 1 hour - 69.4 MBEmail Marketing is one of the most effective, least expensive, and underutilized marketing strategies available to you right now. I’m on the record as saying a person’s inbox in the most valuable piece of marketing real estate you can own. When a person gives you permission to show up in their inbox on a regular basis, you can develop a personalized relationship that leads to new business and long-term loyalty. Now, you might be thinking, "Steve, have you lost your rocker here? Email is ...
How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business
August 26, 2019 20:04 - 1 hour - 64.4 MBA top-notch tech stack is table stakes. And you won’t “out tech the tech titans” so you can’t win on technology. So what can a financial advisor do to remain relevant and thrive in the years ahead? You can double-down on your ability to humanize the advisor-client relationship, to understand and deliver on exactly what your clients really need, and you should do it in a technologically-enhanced way. “You're not competing on your toolkit or the software that you deploy in your office,” ...
How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business with Lex Sokolin
August 26, 2019 20:04 - 1 hour - 64.4 MBA top-notch tech stack is table stakes. And you won’t “out tech the tech titans” so you can’t win on technology. So what can a financial advisor do to remain relevant and thrive in the years ahead? You can double-down on your ability to humanize the advisor-client relationship, to understand and deliver on exactly what your clients really need, and you should do it in a technologically-enhanced way. “You're not competing on your toolkit or the software that you deploy in your office,” ...
What is the Optimal Size to Grow Your Business so it Maximizes Your Profitability and Life Enjoyment with Carolyn McClanahan, M.D., CFP®
August 12, 2019 20:00 - 1 hour - 60 MB“You’re either growing or dying.” How many times have you heard that chestnut? Too many! But what if you decided you didn’t want to grow? What if you decided you’d be happy at the current size of your business and just add new clients when an existing client leaves or passes away? Does the thought of that idea make you vomit or is it liberating? If you decide it’s all about growth, what are you willing to sacrifice to scale? My guest today, Carolyn McClanahan recently decided her pra...
Three Keys to Crafting Seminars That Connect with Audiences and Turn Prospects into Clients with Matt Gulbransen
July 29, 2019 19:58 - 1 hour - 70.3 MBThe classic educational seminar still works if you spend the time, and yes, the money to do it right. My podcast guest today, Matt Gulbransen, has mastered the science—and art—of delivering seminars that convert. Matt is the President of Pine Grove Financial Group, which is an RIA operating in the St. Paul, Minnesota area. In our conversation, Matt discusses what attracted him to seminars, what works for him, a few things that don't, the kinds of events he hosts, the formula he uses to ...
20-Year Navy SEAL Veteran Shares 3 SEAL Maxims That Drive Elite Performance
July 15, 2019 19:55 - 1 hour - 65.7 MBToday I’m going to share 3 maxims used by Navy SEALs that drive their elite performance. These maxims have been used by SEALs for decades and have proven their worth in thousands of Special Operations missions in every corner of the world. The good news is, they’ll work for you too. Apply them to your business and to your personal performance and watch your results soar. My guest today is Commander David Sears of the United States Navy. David retired after serving for 20 years in the N...