The Advisor Odyssey - Strategies for Financial Advisors

By Daniel Hotujac

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.... more

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FAQs about The Advisor Odyssey - Strategies for Financial Advisors:

How many episodes does The Advisor Odyssey - Strategies for Financial Advisors have?

The podcast currently has 51 episodes available.

The Advisor Odyssey - Strategies for Financial Advisors episodes:

December 12, 2022 31 - Why Advisors Need to Be Relevant In Their Marketing
In this episode, Daniel talks about why it's important to not only market, but to market things that are relevant currently.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
14min
December 05, 2022 30 - Silver Bullet Syndrome
In this episode, Daniel talks through what the silver bullet syndrome is, and why you need to watch out for it!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
22min
November 20, 2022 29 - Phone Sales: Does It Work For Financial Advisors? (Part 2)
In this episode, Daniel talks through part 2 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
19min
November 13, 2022 28 - Phone Sales: Does It Work For Financial Advisors? (Part 1)
In this episode, Daniel talks through part 1 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
19min
November 06, 2022 27 - Increasing Your First Appointment Show Rate
In this episode, Daniel gives some tips and tools for getting a higher percentage of people who sign up for first appointments to actually show up for them!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
20min
October 30, 2022 26 - Client Communication Techniques That Won't Leave You Stretched Thin
In this episode, Daniel gives some tips and tools for communicating with your clients; video messaging, monthly newsletters, educational webinars, etc. He also teaches his 3-2-1 method!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
23min
October 23, 2022 25 - Building Your Budget: Marketing vs. Branding
In this episode, Daniel talks about your branding budget and your marketing budget - why you need BOTH but how they are different!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
20min
October 16, 2022 24 - Content Marketing for Financial Advisors
In this episode, Daniel talks about the content marketing and how financial advisors can use it to grow their business.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
29min
October 09, 2022 23 - Best of Left Field Questions - Q3
In this episode, Daniel addresses some of the best questions he received during q3.
Questions related to;
1) Getting DIY advisors to work with you
2) Improving your closing ratio
3) Advisors next door, and whether or not you should be worried
4) Tips on dinner seminars
5) Biggest challenges he faces working with advisors
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
36min
October 02, 2022 22 - Using the "Referral Pivot"
In this episode, Daniel talks about the "referral pivot" defining what it is, how to use it, and different times in the client and prospect relationship it can be used!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - [email protected]. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
...more
20min

FAQs about The Advisor Odyssey - Strategies for Financial Advisors:

How many episodes does The Advisor Odyssey - Strategies for Financial Advisors have?

The podcast currently has 51 episodes available.