AdvisoryEDGE

By Dan Smaida

You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings.

We can help! T... more

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FAQs about AdvisoryEDGE:

How many episodes does AdvisoryEDGE have?

The podcast currently has 13 episodes available.

AdvisoryEDGE episodes:

January 21, 2021 The Only Three Steps in Selling
In this episode, I channel Marty Rafferty to share the only three steps in selling.
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7min
December 31, 2020 How Online Meetings Will Evolve in 2021
What's gonna happen next year? NostraDANus predicts!
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12min
October 26, 2020 Words That Have Always Worked
Take a couple of strategies from expert linguists and communicators, plus insights from current research.
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14min
October 21, 2020 Prospecting: How to Get Leads and What to Do With Them
How do you get leads? What do you do with names when you have them? Dan Smaida answers your biggest prospecting questions in this episode.
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12min
October 15, 2020 Avoiding Typical Advisor Syndrome
Headline: Salesy is typical. Choose the non-salesy path and you will avoid Typical Advisor Syndrome (TAS).
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15min
October 05, 2020 Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
Use the principles of commitment and consistency to understand client motivation and propose smart next steps in your meetings.
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9min
October 01, 2020 Behavioral Finance Essentials: Anchoring and Adjusting
Help clients make good decisions through the effective use of Anchoring and Adjusting, a key element of behavioral finance.
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8min
March 30, 2020 Don't take the bait!
Advisors unwittingly fall into assumptive traps when we hear facts that imply needs, curiosity that implies interest, and agreement that implies commitment. Avoid these traps!
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7min
March 10, 2020 Asking Smart Level 1 Questions
In this episode, I answer a question from an AdvisoryEDGE Forum member on the best use of Level 1 (data) questions in client meetings.
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6min
February 01, 2020 Five Tests of Your Practice-Building Strategy
Wish you had a written version of this podcast?
See www.AdvisoryEDGE.com for the article!
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10min

FAQs about AdvisoryEDGE:

How many episodes does AdvisoryEDGE have?

The podcast currently has 13 episodes available.