The Advisor Advancement Podcast Network

Tucker Max has gone from Bestselling author and king of the single-life to father, husband, and CEO of highly successful start-up Scribe Media. This episode of 16 Ways from Sunday details that transition and highlights how financial advisors should think differently about credibility and positioning. The Scribe Media process is discussed in detail as Tucker shares his story about how a personal challenge suddenly landed him with a new-found career and company.

In this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how advisors can leverage Social Security within their financial planning practice. As a Public Affairs Specialist with the Social Security Administration, Vonda shares how advisors can utilize the administration as a resource within their practice and how to answer some of the tougher questions advisors receive related to Social Security. If retirement income planning is a part of your business, this is a can't miss interview.

In this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation. The discussion is focused on the ins and outs of marketing a financial practice and how to evaluate different marketing activities. From referrals and personal introductions to podcasts and seminars, this episode is full of great content.

In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in's and out's of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort. Mark will spend time exploring the dynamics of creating and promoting a true "referral culture" and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow. If you care about marketing, this is a must listen episode!

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportunity he sees for financial advisors that isn't currently being leveraged.

In this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid media, owned media, and earned media, along with how to leverage earned media. He touches on the value of Twitter in your PR strategy and how to track ROI on your PR efforts.

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!

In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!