The Advisor Arena

Season 2 Launch! Join me as I welcome my new co-host, Josh Watson. You don't want to miss what we have in store for you this season. In this first episode, we recap the MOST important things that have happened between seasons and give you a sneak peak at our future guests and topics!

In our season one finale, we let our advisors call in to "ask us anything"...no topic off limits. Find out what they wanted to know!

Rita Ernst , CEO and Business Coach from Ignite your Extraordinary shows us how to shift from a "survive" mindset to a "thrive"mindset. You don't want to miss what she has to say about getting stuck and how to pivot in our business!

Chuck joins me for part 2 of our podcast on finding success during times of uncertainty. In this episode, he challenges me to play the role of a financial services professional and soften my verbiage with clients. If you have met Chuck, you may be surprised to hear he is recommending a soft approach, but setting appointments over the phone takes a more specific approach than doing it in person. You can’t afford for your verbiage to be too aggressive, misleading, unclear, etc. I can almost guarantee everyone will come away with something you can use immediately from this podcast.

Amanda Thompson is an entrepreneur, speaker, certified emotional intelligence practitioner and business owner. Join me as I pick her brain for practical tips on adapting to business in current times, asking the questions that lead to authentic relationships and how to build sales and get results.

What lesson can you learn from an impoverished nation dealing with malnutrition? Listen to find out!

Join us on this episode where I "pick the brain" of a digital marketing expert. I ask all the questions you want to know, including recorded vs. live events; how to keep people from leaving during the webinar; equipment you may need and mistakes to avoid.

In this episode, Chuck Lucius, the owner and founder of Gradient Financial, shares his perspective on rising to the challenge of our new normal, recognizing opportunities, and the differences between those that will rise to the occasion and those that will choose to get left behind.

Eavesdrop on my conversation with Jamie Hicks. Jamie is my friend, a nurse, a mom of three, a Patient and Family Advisory Council Member for Children's Mercy and a National Speaker. Jamie shares her role and experience in helping doctors, hospitals and medical professionals improve the patient experience through specific feedback and constructive criticism. In this episode, you will take away ideas on how to ensure you solicit feedback regarding the experience your clients have when working with you. What is a positive experience for them and what could use some improvement?

Links to mentions from the episode:

List of 100 core values: https://daretolead.brenebrown.com/wp-content/uploads/2019/02/Values.pdf

Dare to Lead, by Brene Brown: https://daretolead.brenebrown.com/

Join your annuity team as we discuss the third party resources available to you, the index options you should be aware of and the one page you need to effectively position annuities right now.