On this episode of the Advisor2Advisor podcast, Scott and Pat welcome well-known author David Grau, President and Founder of FP Transitions: a 20-year old financial services acquisitions management company. Named to InvestmentNews’ 2017 list of Icons and Innovators, Mr. Grau discusses common monetary concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan.

On this episode of Advisor2Advisor co-hosts Scott and Pat welcome, Dan Sullivan the founder and president of The Strategic Coach Inc., a business coaching program for entrepreneurs. Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. And he talks with Pat and Scott about what entrepreneurs can do to reach their potential and continue to grow their business.

On this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.

On this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.

On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the little things that can make a big difference in your business. When it comes to obtaining and retaining clients, it’s the little things that can have the most substantial impact. Everything from having fresh baked cookies in the lobby, to ensuring that no client is ever sent to voicemail or even the location of your office, has the power to influence a clients decision to work with you and your firm. Listen in as Scott and Pat provide tips and tricks to improve your client’s experience.

On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the breathtaking speed of change in the modern financial services sector. They then welcome Chip Roame, Managing Partner at Tiburon Strategic Advisors, and one of the most oft-quoted and recognizable people in advising, today. The trio goes in-depth to discuss robo-advisors, business continuity plans, and how advisors can expand their reach, before finishing with a conversation about a common error that many advisors make that isn’t serving the interests of their clients.

On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of customer service and how Hanson McClain Advisors’s handles client relations. They then welcome Hanson McClain’s Sr. Director of Operations, Robert Vaughn. The three discuss the staffing structure of the Hanson McClain’s client services team and the use of data and surveys to track customer satisfaction and streamline operations.

On this episode, Scott and Pat discuss technology and why without a savvy digital marketing approach, your business will likely never reach its potential. They then talk about the changes to Hanson McClain’s Money Matters, their 20-year old radio program that broadcasts on flagship stations throughout the West. Lastly, they welcome Hanson McClain’s Brad Boekestein, a digital marketing expert, who discusses what’s next for marketing in the advisory sector.

On the very first Advisor2Advisor podcast, long-time Hanson McClain’s Money Matters radio show co-hosts Scott Hanson and Pat McClain discuss the growth of Hanson McClain from a single desk in a rented office into a multi-billion-dollar RIA. Other topics include: How to meet the needs of both employees and clients, niche marketing, and what advisors need to do to adapt to the changing needs of modern retirees.