Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group.

In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk about growth!

In this episode, David and Kristy lay out the blueprint for their exponential growth. You’ll hear strategies for crafting distinct brand messaging that resonates with prospects, how to run a business with your spouse, and how to ditch the advisor-in-charge model that’s preventing you from scaling.

3 of the biggest insights from David & Kristy Afraimi …

• How BAM Advisory scaled to a $60M annual pace by honing in on their brand messaging.

• Tips for creating a company vision that differentiates your practice beyond the cookie-cutter “holistic planning” approach that so many teams offer.

• Advice for maintaining healthy relationships in teams that have a husband-and-wife or other family dynamics.

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DISCLOSURE 

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Copyright ©️ 2023 Triad Partners. All rights reserved. TP08233086063

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If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days!

That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they turn to.

He’s the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days, and the recently released Never Lose an Employee Again: The Simple Path to Remarkable Retention.

In this episode, Joey’s going to teach you his proven framework for recruiting an all-star team, successfully onboarding them, and keeping them engaged while producing remarkable results for your business for years to come.

3 of the biggest insights from Joey Coleman…

• Replacing an existing team member can cost an employer 100%-300% of that person’s salary. Joey shares ideas for fostering an environment that team members want to return to from day 1.

• The 8 phases of the team member journey and how each one can help improve employee retention, performance and satisfaction.

• Data from Glassdoor shows that companies with a strong onboarding program see an 82% increase in productivity and a 70% increase in retention. Hear tips for making onboarding an effective experience — not just a process.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance.

In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.”

Rich is a number, but wealth is a mindset – and that is the theme of today’s episode!

3 of the biggest insights from Brian Portnoy …

• The psychological relationship between money and happiness. Learn how to transform the way you speak with your clients and make them feel more seen, more heard, and more understood than ever before. 

• Why ego blocks so many advisors from future success – and how to adapt a true growth mindset and shift from solo advisor to business owner.

• Will AI replicate and replace financial advisors? Brad and Brian share some thought-provoking ideas around what the future could hold for financial services – and how you should be thinking in order to survive and stay relevant in a rapidly changing world.  

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years.

Chandler has authored 6 bestselling books and has helped thousands of people write a book that grows their income, impact, and business.

If you’re a financial advisor who wants to write a book AND leverage it to generate more business, Chandler’s here to share his proven formula!

3 of the biggest insights from Chandler Bolt …

• Why writing a book builds authority and credibility as a financial advisor.

• How to write a book and leverage it to get more leads, more sales, and more referrals.

• Pairing your book with psychological sales principles to increase demand and interest at seminars. 

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Please note some of the strategies Chandler discusses may not be directly transferable to the financial services world, please be sure to run any new strategies past your compliance prior to implementing. These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP08233061256

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We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial.

With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™.

In 2022, Vantage Point brought in $58M of new assets. This year, they’re on pace for $80M - $100M. How? If you ask Jeremy, Nick and Tim, they’ll tell you it’s thanks to a combination of their trademarking, authentic client connections and financial planning that focuses on life goals — not numbers.

Join us as we discuss Vantage Point Financial’s best practices for rapid growth while maintaining a client-first focus. You’ll also hear about a simple change that makes sales presentations more effective, how to speak to older clients as a younger advisor, and how each of the guys defines “Do Business. Do Life.”

3 of the biggest insights from Vantage Point …

• Leadership, mindset and client interaction tips that have helped Vantage Point grow from $35M to $80M+ of new assets in only a few years. 

• How advisors can avoid the curse of knowledge, adjust their language, and help their clients live beyond what they thought was possible in retirement.

• Gain unwavering clarity, boost client confidence, and stand out from the competition by trademarking your process! 

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur.

If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history.

Ok, so what does Jiu-Jitsu have to do with financial advising?

Well, for starters, BJJ is a complex sport with thousands of techniques and moves. Not only can learning the moves be challenging, but knowing which ones to use and when to use them, can get overwhelming quickly. As Rener says, “the right move at the wrong time, is the wrong move.”

I see a lot of parallels with financial services. As an advisor, you need to be able to ditch the financial jargon and simplify the information in a way that’s easy for your clients to understand. You also have to be able to guide your clients on which tools and strategies to use depending on their specific situation.

What’s also interesting about Rener is that he’s been able to scale his BJJ schools across the country AND he’s mastered the art of creating online content to help feed that growth. So, when it comes to building an online community and attracting your ideal audience, Rener’s got a lot of wisdom to share!

3 of the biggest insights from Rener Gracie …

• How Rener grew his YouTube channel, The Gracie Breakdown, to 870k subscribers and 196 million views – and how he leveraged his channel to build an online community of 380k paying students.

• 3 Jiu-Jitsu principles that you can use to motivate others, resolve conflict, and overcome big obstacles in both your business and life.

• The viral video content strategy Financial Advisors can use to turn their “black-belt” knowledge into simple to understand content that attracts their ideal clients and grows their online presence.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For any advisors who are fans of wine and/or investing, this episode is for you!

I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to invest in fine and rare wine.

In the past, wine investing was exclusively reserved for the ultra-wealthy. However, Anthony figured out how to leverage technology to eliminate barriers and make this lucrative asset class a lot more accessible.

BTW, this isn’t his first startup either. A separate company was backed by Mark Cuban and later acquired when he was only 21 years old. After a successful exit, he went on to start and scale multiple businesses. So, a lot to learn here on growing a team and getting the right people on the bus.

3 of the biggest insights from Anthony Zhang …

• Why wine investing not only delivers delight, but also minimizes taxes and offers consistent returns that have outpaced the stock market.

• The values-first hiring process that allowed Anthony to scale Vinovest into a lean 20-person company that manages 9-figures in assets.

• How Anthony turned adversity into abundance and gratitude after an accident left him paralyzed from the neck down. 

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DISCLOSURE 

This conversation is not to be considered investment advice. All individuals should independently evaluate the suitability of any investment based on their own circumstances. Brad Johnson is an investor in and a client of Vinovest, Inc.

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. TP07233006405

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In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business.

Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice.

And what’s really cool is that he’s successfully using YouTube as a marketing funnel. Last year, his YouTube videos accounted for $60M of new assets for his firm!

Today, he’s going to share the strategies he’s used for getting in front of the camera, creating content that converts, and leveraging video as a way to expand your reach and connect with your audience.

And I know what some of you may be thinking… “I don’t have time for that.” But good news for you. Dave has simplified and streamlined the entire process so that creating and publishing valuable content that speaks to your ideal clients, doesn’t consume your life.

3 of the biggest insights from Dave Zoller …

• Tips for getting past first-video jitters, creating hooks that make prospects take notice, and coming up with real-life ideas for quality content.

• Strategies for promoting and positioning your content on YouTube or social media in a way that attracts more viewers.

• How to structure videos to convert your viewers into clients while accounting for your position on the content creation journey.  

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Compliance Disclosure: These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself.

For context, in 2021, his company brought in $60M of new assets, 80% of which came from him. As you can imagine, the business consumed his life and resulted in massive burn out.

Compare that to one year later… After making some major changes, the firm did $78M of new assets, and less than 50% came from him.

The big difference? He learned how to let go of his ego, empower his team, and get the heck out of their way!

3 of the biggest insights from Clayton Alexander …

• How Clayton used the Enneagram to rebuild the company culture, empower his team, and replace himself as the primary source of new business – leading to $78M of new assets in 2022. [see ep #13 with Ian Cron all about the Enneagram]

• How busy advisors can leverage the crucial but often-overlooked executive assistant role to create the best possible work-life balance.

• Putting family first and the importance of making sure there are no cracks in the foundation of your most important relationships — including your relationship with yourself.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone.

He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a row.

Today, he is the founder and CEO of Altruist, which is a modern custodian for independent financial advisors.

In this episode, Jason shares his early journey building businesses in the financial services industry and how he went from unhappy and burnt out to hitting the reset button to pursue a more meaningful life on his terms. 

3 of the biggest insights from Jason Wenk…

• The “Core Desires” exercise Jason used to go from an unhappy and burnt out financial advisor, to taking a leap of faith and building a business that serves his life.

• The characteristics of a great fiduciary advisor and how to avoid biases so you can serve your clients at the highest possible level.

• Discover The Flywheel Effect and how you can use it to measure what matters most and build massive momentum for your business.

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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.