The Advisor Advancement Podcast Network

In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he thinks may take place in the financial services industry (and what advisors can do to position their practice for the change).

Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing.

In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same process his firm has utilized for over 30 years to build every aspect of their business, including insurance and securities brokerage, multiple assets under management platforms, and a multi-media marketing and technology firm specifically built for independent advisors.