Cracking The Code On Organic Growth For Financial Advisors
Modern Financial Advisor
by finservMarketing
2w ago
The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman, CEO and Founding Partner of PracticeI ntel shares what he believes is the key to cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation. Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode wi ..read more
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Cracking The Code On Organic Growth For Financial Advisors
Modern Financial Advisor
by finservMarketing
1M ago
The lack of robust organic growth for financial advisors' businesses has been a key concern for industry leaders for years. On this episode of the podcast Tom Rieman, CEO and Founding Partner of  PracticeI ntel  shares what he believes is the key to cracking the code on organic growth for financial advisors. Resources Mentioned In This Episode: Bridging The Gap Podcast - Tom joined Matt Reiner on this podcast recently and we hit on one of the points from that episode to tip off our conversation. Data from PriceMetrix by McKinsey - Mike mentioned the study and an MFA Podcast episode ..read more
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Appreciating How Modern The Profession Of Financial Advisor Actually Is
Modern Financial Advisor
by finservMarketing
2M ago
There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. Think about that! On this episode of the show, Matt Reiner returns to nerd out with Mike Langford about some of the exciting innovations that are creating new opportunities for modern financial advisors. Resources Mentioned In This Episode: The Circle - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience. "Your Future Self" by Hal Hershfield ..read more
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Protecting Your Clients And Your Firm From Financial Fraud
Modern Financial Advisor
by finservMarketing
4M ago
Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to share some eye popping facts about the prevalence of financial fraud. Andrew and Mike Langford also explore what financial advisors can do to protect their clients for becoming victims of fraud and how to help clients recover if they are victimized. Toward the end of the episode Andrew and Mike dive into the mechanisms financial advisors can use to protect their firm from fraudsters. Because like the famous bank robber Willie Sutton said when asked why he robs banks, financial advisors are "where the mon ..read more
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How Financial Advisors Can Boost Business Development
Modern Financial Advisor
by finservMarketing
5M ago
Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development process can lead to dramatic improvements in a short time. Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was achieving real traction, as key lever for her success. Resources Mentioned In This Episode: Caveman Brain - Dr. Jean's company specializes in helping financial advisors ..read more
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Why Every Financial Advisor Needs An Executive Assistant
Modern Financial Advisor
by finservMarketing
5M ago
It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's not just simple "To Do" list items that an advisor might miss. It could be important client updates or opportunities that lead to business growth ..read more
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Why Every Financial Advisor Needs An Executive Assistant
Modern Financial Advisor
by finservMarketing
6M ago
It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's not just simple "To Do" list items that an advisor might miss. It could be important client updates or opportunities that lead to business growth ..read more
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How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Modern Financial Advisor
by finservMarketing
6M ago
James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in the world. Jim and Mike also explore the potential impact of artificial intelligence (AI) on the modern financial advisor's business and how the use of a goals based advice approach can serve as a foundation for advisors regardless of what future technologies may come their way ..read more
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Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Modern Financial Advisor
by finservMarketing
6M ago
Michael Lecours, CFP® says that the origin story of fpPathfinder, a company he co-founded with Michael Kitces, is a bit humbling. He found that he was routinely forgetting to ask the right questions or giving slightly incorrect answers or missing timely opportunities for recommendations when meeting with his clients. It wasn't that Michael was incompetent or lacking in financial planning skills... he is a Certified Financial Planner with over a decade of experience. It's just that there is so many things that a client might need to know about or do or not do at any given time. And the landscap ..read more
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Why Writing A Short Book Can Help Financial Advisors Win New Clients
Modern Financial Advisor
by finservMarketing
6M ago
Paul McManus, creator of The Short Book Formula and CEO of More Clients More Fun shares how he helps financial advisors write short books to attract their ideal clients. The concept is simple, write a short book that articulates the solution to a specific problem your ideal client is likely to have. Send the book to prospects. Ask them to read it prior to meeting with you. Then, have a productive initial meeting that is likely to result in closing a new client ..read more
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