The Advisor Advancement Podcast Network

On this episode of UnNiched, we meet Beryl Ball. Beryl knows how to command a room. And not just any room. A boardroom surrounded by windows and filled with male banking executives and their cigarette smoke. Beryl swallowed the nerves and self-doubt and made her presence known. And she’s been doing it ever since. Join Andrea and Beryl and they talk about overcoming fear and doubt, creating a network of support, and paving your own path.

In this episode of 16 Ways from Sunday, Mark Mersman interviews William Chettle, the Director of Experience and Engagement for Symmetry Partners. William oversees the firm's marketing and communications to build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. This episode is all about branding, development, persuasion, and the little things.

On this episode of Advisor Skinny, Mike Walters discusses business valuation from the buyer’s perspective. He explains what it means to buy a business rather than a job and how that will ultimately lead to a more successful transition and future growth.

On this episode of UnNiched, meet Lindsay Faussone. Lindsay means business: business development, business planning, and successful business management.  As Vice President of strategic programs for E-Trade advisory services, she has made her mark cultivating not only her employers’ business but advisers’ businesses as well. She’s a problem solver, a long-term strategic thinker, and a quite simply...a force.

On this episode of Advisor Skinny, Mike Walters discusses business valuation from the point of view of the seller. He shares his thoughts on finding the right buyer, how to structure a practice so it's more valuable to a buyer, and how to approach the sale with clients to allow for a smooth transition.

On this episode of Advisor Skinny, Mike Walters discusses contingency planning and how to prepare for the unexpected as a business owner.

On this episode of UnNiched, Andrea chats with Lorraine George-Harik. While Lorraine has an impressive list of job titles, educational accolades and professional accomplishments, it’s how Lorraine has built herself, her career and now mentors other women that is truly impressive. She is moving the needle forward by encouraging other women to always ask for a seat at the table, stand boldly and confidently in what they have to present and demonstrate that they are capable.

On this episode of Advisor Skinny, Mike Walters discuss enterprise value. Not all business is weighted the same and Mike offers some ideas on how to think about maximizing enterprise value.

In this episode of 16 Ways from Sunday, Mark Mersman discusses the current status of the SECURE Act. He highlights some of the biggest marketing and planning opportunities that the bill could present for financial advisors and the clients they serve.