Latest Investment advisors Podcast Episodes
Marketing and PR for Your Sales Process
Marketing For Financial Advisors - July 19, 2022 15:00 - 8 minutes ★★★★★ - 14 ratingsDon 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. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you...
Webinars Are "Dead"
Marketing For Financial Advisors - July 14, 2022 14:00 - 19 minutes ★★★★★ - 14 ratingsPrior to 2020, not many advisors were actively using webinars in their practice. Enter in March 2020, every advisor needed to learn how to run webinars, and learn how to do them fast! But that brings up the question: are webinars now dead? Donovan Stull, along with David Michalski, goes through...
Making Your Process and Reports Look Beautiful
Marketing For Financial Advisors - July 12, 2022 15:00 - 12 minutes ★★★★★ - 14 ratingsDon 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 intereste...
Retargeting Using Social Media Featuring Scott Tucker
Marketing For Financial Advisors - July 07, 2022 14:00 - 24 minutes ★★★★★ - 14 ratingsRetargeting is a common word we hear when it comes to digital and social media marketing. But how effective is it, and more importantly, are marketers and financial advisors using it right? Joined by Scott Tucker of Scott Tucker Solutions in Chicago, IL, Donovan Stull goes through the benefits ...
Building Out Customized Financial Reports for Your Practice
Marketing For Financial Advisors - July 05, 2022 15:00 - 27 minutes ★★★★★ - 14 ratingsDon 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 Analy...
Marketing Versus Sales
Marketing For Financial Advisors - June 30, 2022 15:00 - 25 minutes ★★★★★ - 14 ratingsMany advisors are great salespeople. Some advisors are good at marketing, but it's not their specialty. That's not bad, but it's about knowing your strengths and weaknesses. In this episode, Donovan Stull is joined by David Michalski to discuss the difference between marketing vs sales in the ...
Brainstorming Exercise for Naming Your Process
Marketing For Financial Advisors - June 28, 2022 15:00 - 28 minutes ★★★★★ - 14 ratingsDon 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...
Marketing Doesn't Have to Cost an Arm and a Leg
Marketing For Financial Advisors - June 23, 2022 15:00 - 8 minutes ★★★★★ - 14 ratingsSometimes marketing spend can get out of hand. Many advisors can relate to spending thousands of dollars on traditional and new-age digital marketing. But it doesn't have to be something that empties your pockets. In this episode, Donovan Stull details the minor things you can do to keep your m...
How to Name Your Financial Sales Process
Marketing For Financial Advisors - June 21, 2022 15:00 - 9 minutes ★★★★★ - 14 ratingsDon 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...
Choosing The Right Marketing Topic
Marketing For Financial Advisors - June 16, 2022 14:00 - 11 minutes ★★★★★ - 14 ratingsDo you ever feel like you only present one topic? Perhaps you only like doing a single topic because it always works, or it always brings in the right people? In this episode, Donovan Stull goes into detail as to why changing the topic can be of benefit, and how it doesn't necessarily mean going...
The Key to Growing Your Financial Practice
Marketing For Financial Advisors - June 14, 2022 15:00 - 7 minutes ★★★★★ - 14 ratingsDon 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...
When Marketing "Fails"
Marketing For Financial Advisors - June 09, 2022 14:00 - 9 minutes ★★★★★ - 14 ratingsHave you ever felt that a marketing effort has completely failed? Maybe you sent a mailer with little to no results, or perhaps you ran a digital campaign that tanked. Don't worry, you're not alone. In this episode, Donovan Stull breaks down how to treat "failed" marketing efforts and turn the...
Why it is Critical for Financial Advisors to Name Your Process
Marketing For Financial Advisors - June 07, 2022 15:00 - 16 minutes ★★★★★ - 14 ratingsDon 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...
Marketing During Slow Seasons
Marketing For Financial Advisors - June 02, 2022 18:00 - 6 minutes ★★★★★ - 14 ratingsThis episode breaks down what can be done during the "slow seasons" for advisors. What topics, seminars, webinars, and more can be done in your area? If we can impart any wisdom from this episode, it's that we hope you can always have passive marketing!
Advisor & Financial Software Creator Reese Harper on Power of Niches & Client Education
Marketing For Financial Advisors - August 24, 2021 14:00 - 30 minutes ★★★★★ - 14 ratingsDonovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets. Elements Financial Planning software is designed for financial advisors to help...
Don Anders' 2018 FinCon Presentation: How to Leverage Social Media as a Financial Advisor
Marketing For Financial Advisors - May 25, 2021 16:00 - 26 minutes ★★★★★ - 14 ratingsThis is the audio recording from Don Anders' 2018 Fincon Presentation: How to Leverage Social Media as a Financial Advisor In this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Media platforms. Click here to learn more about Ad...
Heather Schreiber On The Importance Of Social Security Planning for Financial Advisors
Marketing For Financial Advisors - May 21, 2021 13:00 - 31 minutes ★★★★★ - 14 ratingsDon Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group. Heather and Don discuss what financial advisors ar...
Wealthbox a Modern CRM Built for Financial Advisors (guest Steve Carroll, Head of Product & Operations at Wealthbox)
Marketing For Financial Advisors - April 23, 2021 11:00 - 1 hour ★★★★★ - 14 ratingsDon Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox. Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features...
Explainer Videos for Financial Advisors with Charles Alexander
Marketing For Financial Advisors - April 14, 2021 12:00 - 36 minutes ★★★★★ - 14 ratingsDon Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors. Charles discusses the do's and don'ts of explainer videos and storytelling online in general and shares what his work looks like. (Check out the YouTube video of...
Estate Planning Attorney and Financial Advisor, Victor Medina, on Estate Planning for Financial Advisors
Marketing For Financial Advisors - April 06, 2021 14:00 - 51 minutes ★★★★★ - 14 ratingsDon Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are: The importance of having a true estate plan for clients Using Online Services vs. Estate Planning Attorneys How to find an Estate Planning Attorney that will fit well ...
Facebook vs. Apple Advertising Privacy Battle
Marketing For Financial Advisors - March 15, 2021 21:00 - 11 minutes ★★★★★ - 14 ratingsDon Anders and Donovan Stull discuss the new 2021 Apple privacy updates which could make a huge impact on Facebook advertising for Financial Advisors. Advisor's Platform Website Marketing for Financial Advisors Facebook Group
Leading Response (formerly RME 360) on Seminar and Direct Appointment Mailers in 2021 for Financial Advisors
Marketing For Financial Advisors - March 07, 2021 18:00 - 52 minutes ★★★★★ - 14 ratingsDon Anders sits down with Jorge Villar and Patrick Schartz from Leading Response to discuss the best practices for mailers in 2021. Do mailers direct to appointments work? Are mailers still a good option to fill financial seminars? What isn't working with mail in 2021? How to hedge the risk...
Tom Hegna and Don Anders Presentation on Webinar Best Practices for Financial Advisors
Marketing For Financial Advisors - March 03, 2021 22:00 - 1 hour ★★★★★ - 14 ratingsThis is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices. Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors. Tom Hegna discusses webinar presentation best practi...
Steep Digital Marketing Founder Jonathan Musgrave on Seminar and Webinar Marketing for Financial Advisors
Marketing For Financial Advisors - February 15, 2021 13:00 - 1 hour ★★★★★ - 14 ratingsJonathan Musgrave, Founder of Steep Digital Marketing, on Seminar and Webinar Marketing for Financial Advisors. Jonathan and Don Anders discuss webinar and seminar best practices for financial advisors, topics, locations, and expectations. They also get into how to write and create engaging co...
Plan Confidence CEO Kevin Clark on How To Give Advice (And Get Paid) on 401k Accounts That Are Held Away
Marketing For Financial Advisors - February 08, 2021 13:00 - 1 hour ★★★★★ - 14 ratingsKevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software. Kevin and Don Anders get into how the Plan Confi...
White Glove Workshops on the Best Practices for Financial Seminars and Financial Workshops
Marketing For Financial Advisors - February 03, 2021 00:00 - 42 minutes ★★★★★ - 14 ratingsBrad Swineheart, VP of Business Development at White Glove Workshops, joins us to discuss best practices for financial seminars and financial dinner workshops in 2021. Brad and Don Anders discuss the difference between marketing in 2019 and 2021 and how things have changed, the best topics, an...
Angie Herbers CEO of Herbers & Company on the 8 Areas of Advisory Firm Growth & Diamond Teams
Marketing For Financial Advisors - January 18, 2021 13:00 - 50 minutes ★★★★★ - 14 ratingsDon Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth: Sales Marketing Leadership Growth Management Human Capital Client Experience Operations Don and Angie also discuss the growing pains that can happen in the different stages...
Can Financial Advisors Ask for Reviews? Update for 2021
Marketing For Financial Advisors - January 12, 2021 17:00 - 13 minutes ★★★★★ - 14 ratingsDon Anders discusses new changes for policies regarding financial advisors being able to ask for reviews. Don discusses the pros and cons of asking for reviews, and some of the best practices for asking for reviews for your financial practice. (Note: Don Anders and Advisor's Platform are not co...
Erica Pauly on Tracking and Benchmarking Your Marketing
Marketing For Financial Advisors - December 05, 2020 02:00 - 56 minutes ★★★★★ - 14 ratingsDon Anders talks with Erica Pauly, Founder of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. We discuss: Benchmarks for Financial Seminars including ROI Benchmarks for Financial W...
Ed Slott on Why Understanding Tax and IRA Laws is Critical for Financial Advisors
Marketing For Financial Advisors - November 27, 2020 13:00 - 43 minutes ★★★★★ - 14 ratingsDon Anders sits down with America's IRA Expert, Ed Slott. Ed Slott is a PBS television show host, public speaker, and high-level coach to financial advisors throughout the country. Don and Ed discuss how he became the leader in IRA tax advice, and why it's so important for Financial Advisors t...
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