In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you’re an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

For more, visit: www.401kgrabngo.com

In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.

www.thesevengroup.com for more. 

In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News’ 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it’s been like focusing in on this audience, how’s she transitioned from going after everyone to narrowing her audience, and why it’s important for advisors to connect different areas of life together. 

On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they’ve built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any content series.

Check out Animal Spirits: https://apple.co/3wA2wAc

In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it’s like to build a niche practice from someone who’s done it before. 

Learn more about Elements at: getelements.com

We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients. 

Head to thesocietyofadvice.com for more. 

In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, and grow your brand. We cover content, cadence, and engagement.

Check out Ladder here: www.ladderlife.com/advisors 

In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money -  a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We get into some incredible stories and examples of how advisors can approach each and every client relationship with a behavioral lens.

In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.  

This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented “The 6 Pillars of an advisory practice” across multiple businesses and shares a ton of insight on what it means to build a practice with intent.