The Advisor Advancement Podcast Network

The Advisor Advancement Podcast Network

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The Advisor Advancement Podcast Network episodes

  • Un-Niched Ep. 12 - Kathy and Morgan Colby: Working with a Family

    On this episode of UnNiched, Andrea discusses the challenges that come with raising a family while running a business with Kathy Colby. The two are joined by Kathy's daughter, Morgan as they explore the sacrifices that are made by working parents, the risks that they make as business owners, and the drive to overcome barriers while helping others along the way. This episode focuses on the question: "are family and professional accomplishment mutually exclusive?"

    1 hr 25 min
  • Advisor Skinny S1:E25 - Name Everything

    In this episode of Advisor Skinny, Mike will dive deep on naming things. More importantly, naming everything and finding ways to bring tangibility to those things that are intangible, which is most everything in the financial advisory business.

    8 min
  • Un-Niched Ep. 11 – The Next Social Revolution with Ray Befus

    On this episode of UnNiched, we meet Ray Befus, high level executive coach and owner of Highpoint Training and Coaching. After witnessing the professional experience women have that Ray describes as “death by a thousand cuts,” he felt compelled to help women find their voice and confidence. Join Ray and Andrea as they discuss leveraging your relationships, telling it like it is, and the next social revolution.

    1 hr 30 min
  • Advisor Skinny S1:E24 - Success by Differentiation

    In this episode of Advisor Skinny, Mike will be talking about success by differentiation. He will explain how to differentiate from every other practice, from every other advisor and from every other business. The ways to do it are revealed in this discussion; it's not always what you think either, so be sure to listen.

    7 min
  • Advisor Skinny S1:E23 - Leading Indicators

    In this episode of Advisor Skinny, Mike discusses leading indicators and the addiction business model. Yes, it is as compelling as the title might make you believe. Join Mike as he explores the value of tracking your business.

    8 min
  • 16 Ways From Sunday Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand

    In this episode of 16 Ways from Sunday, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol. Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers.

    This episode is all about business refinement. Steve shares how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.

    1 hr 3 min
  • S1:E22 - Trackables & Entreprenurial Math

    In this episode of Advisor Skinny, Mike dives deep on trackables and entrepreneurial math. He explains the biggest error entrepreneurs make that cause a one dimensional view of business. Join Mike to learn more.

    7 min

About The Advisor Advancement Podcast Network

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Advisor Advancement is a network for independent financial advisors from industry professionals. Powering the entrepreneurial spirit of the financial advisor profession, we cover topics like practice…