Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical. 

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

Have you ever felt that a marketing effort has completely failed? Maybe you sent a mailer with little to no results, or perhaps you ran a digital campaign that tanked. Don't worry, you're not alone. 

In this episode, Donovan Stull breaks down how to treat "failed" marketing efforts and turn them into favorable experiences.   

Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice.

If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.

Make sure you rate and subscribe to the podcast for more episodes and future updates.

This episode breaks down what can be done during the "slow seasons" for advisors. What topics, seminars, webinars, and more can be done in your area? 

If we can impart any wisdom from this episode, it's that we hope you can always have passive marketing!

Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets.

Elements Financial Planning software is designed for financial advisors to help their clients see their portfolio at glance, as well as get notification pings for milestones and when things need to be done.

To learn more about Elements, Click Here to request your free demo with Reese and his team, or visit https://getelements.com.

This is the audio recording from Don Anders' 2018 Fincon Presentation: How to Leverage Social Media as a Financial Advisor

In this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Media platforms. 

Click here to learn more about Advisor's Platform

Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group.

Heather and Don discuss what financial advisors are doing incorrectly when it comes to Social Security planning, how to uncover opportunities using Social Security as a topic, and the best practices when doing a Social Security presentation or seminar.

If you're interested in using Heather's "Women's Guide to Social Security 2021" Turn-Key Webinar Presentation, click here: https://www.advisorsplatform.com/products/womenssocialsecurity

To Learn More about Heather's Consulting Firm and Services, click here: https://www.hlsretirementconsulting.com/

Don Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox.

Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features for financial advisors.

If you'd like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off.

Join our Private Facebook Marketing Group CLICK HERE

Learn more about Advisor's Platform: CLICK HERE

Don Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors.

Charles discusses the do's and don'ts of explainer videos and storytelling online in general and shares what his work looks like. (Check out the YouTube video of the interview to see what one of the explainer videos looks like)

If you'd like to get your own customized "Meme Stock" explainer video for free CLICK HERE

Join our Private Facebook Marketing Group CLICK HERE

Learn more about Charles Alexander CLICK HERE

Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are:

• The importance of having a true estate plan for clients
• Using Online Services vs. Estate Planning Attorneys
• How to find an Estate Planning Attorney that will fit well with your advice
• Using Annuities inside of Trusts to protect clients

Learn more about Don Anders and Advisor's Platform:
Advisor's Platform Website
Marketing for Financial Advisors Facebook Group

Watch and subscribe to Victor Medina's Youtube page here:
Medina Retirement Planning