The Advisor Arena

We discuss a number of great marketing ideas for the fall and winter.

We welcome special guest James Worley! The term estate planning can be misleading because we tend to think of the wealthy. Most people would say, “well, I don’t have an estate”…but the fact is the majority of people would benefit from "enhanced" planning.

Jaime and Josh talk about how to give back to your community.

A little bit of time spent before the end of the year can potentially save you a lot of money down the road. We go over some year-end tax planning tips.

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.

Deirdre Van Nest from Crazy Good Talks joins me on this episode to discuss how and why financial advisors should use personal stories to create an emotional connection with clients.

We always say there is no magic bullet in this business, but this comes close. Jonathan Johnson shares how he recently got 70 appts. scheduled from a list of cold, dead leads.

We discuss new resources to educate consumers on the obstacles they may face in retirement that previous generations did not. What has changed, what actions should be taken and what do the experts say?

Mariann Montagne joins me on this episode to discuss her experience in this industry as a woman. The unique challenges, her mentors, what she recommends to young women starting their careers and the mistake people keep making with women in business.

Tom joins for the 3rd and final episode in this series to discuss the three things that will help you march forth into the rest of the year.