Advisor Elevation

If Walt Disney ran your financial practice, how different would it look?  In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services.  Don’t miss this important episode where you will further discover why experience matters so much in your business!

In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge.  Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history.  Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football.  This entertaining episode is one you won’t want to miss! 

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately.  Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.  This is an episode you won’t want to miss! 

In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”.  For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process.  Be sure to tune into this episode that you cannot afford to miss! 

In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment.  Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.

In this episode of Advisor Elevation, Matt is joined by Mark Mersman.  Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial.  Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice.  Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort.  Mark will spend time exploring the dynamics of creating and promoting a true “referral culture” and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow.  If you care about marketing, this is a must listen episode!

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation.  Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol.  Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele.  Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST  know about seminar marketing.  Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar!  If you are involved in seminar marketing, this is a MUST-LISTEN episode!

In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice.  Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions.  This is an episode you don't want to miss, and will be one to share with your staff and/or team!