Latest Advisors excel Podcast Episodes

Brainstorming Exercise for Naming Your Process

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 28 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Ne...

Building Out Customized Financial Reports for Your Practice

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 27 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Anal...

How to Name Your Financial Sales Process

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 9 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you...

Making Your Process and Reports Look Beautiful

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 12 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients. Canva Link: www.canva.com Course on how to use Canva for financial advisors: Advisor's Platform Canva Course Fiverr Link: www.fiverr.com If you're inter...

Marketing and PR for Your Sales Process

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 8 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there, but for the credibility of your process. 

The Key to Growing Your Financial Practice

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 7 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't ther...

Why it is Critical for Financial Advisors to Name Your Process

Name Your Process for Financial Advisors - February 25, 2021 23:00 - 16 minutes ★★★★ - 6 ratings
Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory pra...