Latest Advisory practice Podcast Episodes
Ep. 32 - Be the Advisor your Clients Need in 2021
IDEAL Plans Ideal Advisors - November 09, 2020 18:00 - 21 minutesTowards the end of every year advisors are bombarded with messages from coaching firms about making some key changes that will help you finish the year strong or build a foundation for next year. Those messages are sound but are easy to ignore since most advisors feel they are already doing wha...
Ep. 31 Sourcing and Supporting New Advisors
IDEAL Plans Ideal Advisors - November 01, 2020 20:00 - 35 minutesWe are an aging industry. Studies show the average age of a financial advisor is 50 years old, with some 45% over the age of 55. In fact, close to 40% of advisors are likely to retire in the next ten years. So there is an existential threat to our industry and there could be a very real perso...
Ep. 30 An Honest Approach to Living your Ideal Advisory Practice
IDEAL Plans Ideal Advisors - October 11, 2020 20:00 - 30 minutesAn ideal advisory practice is one where you serve the clients you want, the way you want, while living the lifestyle you desire. Sounds good right? But how do you do it? There are lots of possible solutions, many of which sounds too good to be true. "Join our coaching program and you will...
Ep. 29 - Conversational Marketing Empowers Prospects to Say Yes to A Meeting
IDEAL Plans Ideal Advisors - September 27, 2020 22:00 - 31 minutesAdvisors are always wondering how best to speak with a prospective client. They often meet or know plenty of possible ideal prospects, but they don't know how to strike up a conversation that will generate an appointment. They don't want to sound too salesy or blunt but they know they can't co...
Ep. 28 Co-Creating the Client Experience to Enhance Loyalty and Advocacy
IDEAL Plans Ideal Advisors - September 20, 2020 20:00 - 11 minutesClients are the most valuable asset of any business. Many of the best run companies work tirelessly to improve their client experience since that is one of the best ways to compete in the marketplace. Potential investment clients have plenty of options. For the vast majority of clients, they ...
Ep. 27 Working Effectively with Partners
IDEAL Plans Ideal Advisors - September 14, 2020 16:00 - 21 minutesPartnerships can drive financial practices to new heights of success. They can also be very stressful and damaging to the participants if there isn’t a high degree of compatibility and alignment. There are many reasons you should have a partnership such as scalability, enhanced business value, ...
Ep. 26 Create an Ideal Work Week for Work/Life Balance
IDEAL Plans Ideal Advisors - September 06, 2020 15:00 - 11 minutesIn honor of Labor Day, this episode will address how to create an optimal balance between your work and your life. Many advisors struggle creating real balance between their work and their life. Reasons vary but the big one is simply not accomplishing what they want in their business. This ca...
Ep. 25 - Announcing New Online Tools for Building your Ideal Advisory Practice
IDEAL Plans Ideal Advisors - August 29, 2020 22:00 - 6 minutesWe take great pleasure in announcing that all of our tools and coaching resources are fully integrated into our state of the art learning management system and available online through our website! The IDEAL Plan Builder © is an interactive and instructive program that creates personalized IDEA...
Ep. 24 - Take a Qualitative Approach to Helping your Clients
IDEAL Plans Ideal Advisors - August 09, 2020 20:00 - 21 minutesClients have needs and aspirations they can't put a price tag on. Client's attitudes towards their own longevity, health care, elder care, career, charity, community, spirituality, and legacy all lack a dollar value. These areas, and possible many more, are all very important yet cannot be so...
Ep. 23 - The Evolution of Wealth Management Creates Opportunity
IDEAL Plans Ideal Advisors - August 02, 2020 19:00 - 21 minutesToday's wealth management has evolved far past its origins in financial planning. Clients have more than one advisor in their life because they have more than just investment needs. Regardless of their overall net worth, many clients have a CPA, have used an attorney at some point, they may ha...
Ep. 22 - Become the "Go-to" Advisor Using Social Media
IDEAL Plans Ideal Advisors - July 26, 2020 20:00 - 16 minutesBecoming a "Go-to" advisor is about becoming an expert. Advisors can become experts by publishing on social media. Many of the most successful advisors today have established a very robust social media presence as they know potential clients want to read about you online before making any deci...
Ep. 21 - Become a "Go-To" Advisor by Asking the Right Questions
IDEAL Plans Ideal Advisors - July 20, 2020 17:00 - 12 minutesA "go-to" advisor is an expert to a particular group of people. It is worthwhile to become an expert as studies show people are far more likely to hire a financial advisor if they feel that person is an expert at solving their problems and challenges. So how do you become an expert? It is eas...
Ep 20 Maximizing your Message and your Mission
IDEAL Plans Ideal Advisors - July 12, 2020 17:00 - 20 minutesIn the last episode we provided financial advisors the steps to create an impactful and meaning message that would resonate with their ideal clients. In this episode we will explore how to maximize the value of that message by ensuring your public understands your brand, your value, and your mi...
Ep 19 Steps to Build a Message that Attracts your Ideal Client
IDEAL Plans Ideal Advisors - June 28, 2020 22:00 - 18 minutesMany advisors struggle to differentiate themselves in this hyper-competitive world. Without a clear message or identifier it will be even harder for you to attract the exact kind of ideal clients you wish to serve. So in this episode we'll explore the steps you need to follow to create a meani...
Ep 18 Getting the Most Enjoyment and Value from your Business
IDEAL Plans Ideal Advisors - June 21, 2020 15:00 - 23 minutesIn this episode we'll explore what are the key building blocks to a fully optimized business - one that you can fully enjoy and that has tremendous value! Topics include: working with partners, supporting new advisors, staffing, exit planning, profitability assessment of your service matrix, ma...
Ep 17 Resetting your Client Relationship Management in 2020
IDEAL Plans Ideal Advisors - June 14, 2020 22:00 - 26 minutesIn this episode we'll explore how you can reset your relationships with your clients given the changes we all have been going through in 2020. There are a number of ways to make a much bigger impact on your clients simply by the way you work with them. Topics include creating a "wow" engagemen...
Ep 16 Powerful Tech Stack & Connection to Impact Clients - Interview with Mark Lamb
IDEAL Plans Ideal Advisors - May 31, 2020 18:00 - 28 minutesIn this episode we'll interview Mark Lamb, a wealth manager in the heart of Silicon Valley - San Jose, CA. Many clients simply expect you to have a great technology platform - commonly known as a tech stack. But no one knows technology better - or has higher expectations - than the people who...
Ep 15 Serving US and International Clients - an Interview with Efrain Trujillo
IDEAL Plans Ideal Advisors - May 25, 2020 21:00 - 30 minutesIn this episode we'll interview Efrain Trujillo, a wealth manager in Los Angeles. Efrain grew up speaking Spanish which gave him perspective and inspiration to represent his heritage as a financial advisor and to serve the large Spanish speaking population. After graduating from USC with a deg...
Ep 14 - Decisive Business Development During the Pandemic
IDEAL Plans Ideal Advisors - May 17, 2020 15:00 - 17 minutesIn this episode we'll talk about Decisive Business Development. As the coronavirus pandemic unfolds, financial advisors have a choice to make: play defense and wait for the crisis to pass or step up and position themselves for substantial growth as this crisis fades. We will discuss just three...
Ep. 13 - Why this Father-Son Wealth Mngt. Team is Thriving - an Interview with Scott Brantingson
IDEAL Plans Ideal Advisors - May 10, 2020 20:00 - 37 minutesIn this episode we'll interview Scott Brantingson, Sr., of Monocacy Wealth Partners of Bethlehem, PA. Scott is an industry veteran with over 30 years experience as a branch manager and wealth manager. He will share with us how and why he decided to leave a very lucrative branch management role...
Ep. 12 - Combining Estate Planning with Wealth Management for a Greater Client Impact. Interview with Grace St. Clair, JD.
IDEAL Plans Ideal Advisors - May 03, 2020 18:00 - 40 minutesIn this episode we'll interview Grace St. Clair, an estate planning attorney and wealth manager in Los Angeles, CA. Grace will share how and why her practice evolved from pure estate planning by adding wealth management. She had realized very early in her career that there is tremendous overla...
Ep. 11 - Processes for Serving the 401k and Executive Market - an Interview with Michael Sayre
IDEAL Plans Ideal Advisors - April 19, 2020 15:00 - 25 minutesThere are many opportunities to serve the small and mid-sized business market both with their retirement plans and their executives personal assets. However, the challenges and needs of those markets are very complex. Many financial advisors will struggle to understand those challenges so they...
Ep. 10 - Effectively Serving Sports & Entertainment Clients - an Interview with Andrew "Money" Martz
IDEAL Plans Ideal Advisors - April 12, 2020 20:00 - 36 minutesIn this podcast we'll interview Andrew Martz (or Money Martz to his friends), a Los Angeles based wealth manager who specializes in the sports and entertainment industry. Andrew has acquired a client base in what is arguably one of the most difficult target markets. He will share with us the s...
Ep. 10 - Effectively Serving Sports & Entertainment Clients - an Interview with Andrew "Money" Martz
IDEAL Plans Ideal Advisors - April 12, 2020 20:00 - 36 minutesIn this podcast we'll interview Andrew Martz (or Money Martz to his friends), a Los Angeles based wealth manager who specializes in the sports and entertainment industry. Andrew has acquired a client base in what is arguably one of the most difficult target markets. He will share with us the s...
Ep. 9 Clients need Alignment to Reach their Aspirations - an interview with Steve Wilkinson
IDEAL Plans Ideal Advisors - April 05, 2020 15:00 - 21 minutesSteve Wilkinson is a wealth manager in Oakland, CA who specializes in creating alignment in his client's lives so they can realize their aspirations. Having witnessed his mother pioneer physical therapy with children who suffered from polio in Nashville, Tennessee, he knows the power of putting...
Ep. 8 Build your Practice around your Ideal Clients - an Interview with Lee Tarbet
IDEAL Plans Ideal Advisors - March 29, 2020 19:00 - 35 minutesEver wonder how to become the "go-to" advisor for a certain group of potential clients? It starts by researching your market and then building your business around that knowledge. In this episode we'll interview Lee Tarbet, a wealth manager in Ventura County, CA. Lee had successfully operated...
Ep. 7 Make a Huge Impact on your Clients with Help from a B/D - an Interview with Dave Bibo, Co-Founder of Western International Securities
IDEAL Plans Ideal Advisors - March 20, 2020 22:00 - 29 minutesIt is no surprise that advisors need to make a huge impact on the lives of their clients if they want to have an ideal advisory practice. But how do you do it? Every advisor has access to trading systems but what are the other technologies, best practices, and support that you need to make t...
Ep. 6 - Effective Practice Management Impacts your Clients and your Business
IDEAL Plans Ideal Advisors - March 15, 2020 21:00 - 19 minutesEver wonder how some financial advisors make such a huge impact on their clients that their practice is always profitable and scalable? The answer is that they offer and deliver better services than their competition! In today's crazy market there is an enormous opportunity to differentiate yo...
Ep. 5 - Success Starts with your Financial Advisory Sales Process
IDEAL Plans Ideal Advisors - March 12, 2020 00:00 - 17 minutesAttracting new clients is the lifeblood of any business. But your sales process doesn't have to be just talking people into working with you. A well thought-out sales process enables you to attract the exact kinds of clients you wish to serve. This podcast will help you create that process by...
Ep. 4 - Business Development That Works in All Financial Markets
IDEAL Plans Ideal Advisors - March 07, 2020 21:00 - 21 minutesThis episode of IDEAL Plans Ideal Advisors shows how taking a methodical approach to your financial advisory's business development can provide a never ending flow of ideal prospective clients for you to serve. Using the IDEAL Plan Process as a framework, your host Richard Boone, will help you ...
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