The Advisor Advancement Podcast Network

The Advisor Advancement Podcast Network

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The Advisor Advancement Podcast Network episodes

  • Advisor Skinny S1:E13 - The Cost-Credibility Marketing Matrix

    In this episode of Advisor Skinny, Mike Walters explores the elements necessary to increase credibility, even if it means increasing the cost that you are spending on the marketing, promotional, and public relations activities in which your firm engages. This cost can come in the most obvious form, money, but also in the form of time and energy. As touched on in previous episodes, not using your time effectively can be costly for the success and growth of your practice.

    11 min
  • Advisor Skinny S1:E12 - Managing the P & L Time Lag

    In this episode of Advisor Skinny, Mike Walters helps you consider the future of your business by framing your expenses and future revenue from a different angle. Mike suggests that expenses are really investments that are made towards the future revenue of your firm. By looking at things from this vantage point, you can better manage and evaluate the expectations you have for all of your business activities.

    9 min
  • Advisor Skinny S1:E11 - The Importance of Knowing Your Numbers

    In this episode of Advisor Skinny, Mike Walters examines the four most important numbers in a business: your Gross Number, Net Game Number, Project Number, and Firm Number. Figuring out how to calculate these numbers and what they mean to you and your business will help your practice grow and become more successful.

    12 min
  • Advisor Skinny S1:E9 - The Power of Psycho-Cybernetics

    In this episode of Advisor Skinny, Mike Walters discusses mastering the subconscious concept of psycho-cybernetics. An important factor to consider in the hiring process, psycho-cybernetics relates to an individual's "programming." When you hire a new employee, you are also hiring this programming. Mike also encourages listeners to consider their own psycho-cybernetics in relation to how effectively they are running their business.

    17 min
  • 16 Ways From Sunday Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership

    In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you'll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community.

    In this episode, Sangram shares a very basic, yet profound formula for what it takes to become a category leader.

    51 min
  • Un-Niched Ep. 07 - What Glass Ceiling? How to embody the concept of UnNiched

    On this episode of UnNiched, Terri Spath and Tiana Brenneise, truly embody the UnNiched concept. Terri and Tiana work for Sierra Investment Management, the parent company of Ocean Park Asset Management. Terri is Sierra Ocean Park’s chief investment officer and Tiana is Sierra’s national account manager. Sierra Ocean Park always looks for the right person for the job and it just so happens that for its CIO, CFO, and CCO positions, the right person was a woman. Join me as I engage in a fun and enlightening conversation about confidence and gender roles with these two UnNiched industry powerhouses.

    1 hr 8 min
  • Advisor Skinny S1:E8 - RAPIDS - A Model for Employee Management and Review

    In this episode of Advisor Skinny, Mike Walters explains RAPIDS, an assessment tool he utilizes within his practice. RAPIDS is a resourceful psychological approach to utilize when doing reviews in order to assess how well someone is performing in terms of their job. It includes office dynamics, the employee's emotional makeup and logical pattern, their serve degree, and their performance levels all contained within that six-point format.

    13 min
  • Advisor Skinny S1:E7 - The Economic Hiring Model

    In this episode of Advisor Skinny, Mike talks about the trouble you encounter if you rush the hiring process. Instead, you want to take your time and make sure that the individual is a good fit for your practice. It is essential that you prepare the individual using appropriate and adequate training. Yet, what happens in most of corporate America is that they wait until they are busting at the seams to search for a new staff. This is where the economic hiring model comes in. It is the closest thing to guaranteed hiring success outside of hiring internally.

    12 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…