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:

September 25, 2022 21 - 20 Ways Advisors Can Better Use LinkedIn for Branding
In this episode, Daniel lays out 20 ways that advisors can use LinkedIn to up level their branding and marketing!

Click here to get a checklist of those 20 tips for improving your LinkedIn profile!

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.)
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20min
September 18, 2022 20 - Is a Penny Saved Really a Penny Earned?
It's a common saying right? But is it true? And if so, where are some areas you can find places to save those pennies in your business?
Enjoy the episode!
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
21min
September 11, 2022 19 - 5 Lessons Football Teaches Us About Running a Financial Advisory Business
It's opening Sunday for NFL football! To celebrate, in today's episode Daniel teaches us 5 key lessons we can learn from the game of football and apply them to your financial advisory business.

Enjoy the episode!

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].
...more
18min
September 04, 2022 18 - Using Your CRM to its Fullest Advantage
In this episode, Daniel talks about making sure you're using as many of the features and functions of your CRM as possible, not just settling for an expensive digital address book.

He also answers questions related to;
-Helping associate or sub advisors struggling to close deals
-What is the Kaizen method?

Enjoy the episode!
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26min
August 28, 2022 17 - The 5 Biggest KPIs in Your Advisory Business
In this episode, Daniel talks about five of the best "key performance indicators" that you can use in your business.

He also answers questions related to;
-What % of your revenue should you use for marketing?
-Convincing DIY investors to work with you as an advisor.

Enjoy the episode!
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22min
August 21, 2022 16 - Quarter 2 "From Left Field" Highlights
A recap of some of our favorite questions submitted by YOU in our "From Left Field" segment during the 2nd quarter of this year!
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27min
August 14, 2022 15 - Client Onboarding Experience
In this episode, Daniel lays out what the first 90 days as a new client in your firm should look like, and why they are so important.
He also answers questions related to;
-Can you and should you close and collect signatures at the first appointment?
-Should I have alcohol at my events?

Enjoy the episode!
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19min
August 07, 2022 14 - 10 Simple Hacks to Accelerate Growth
In this episode, Daniel lays out 10 simple but effective "hacks" that have helped many advisors level up and accelerate the growth of their business!
He also answers questions related to;
-Building a company brand
-Biggest challenge he commonly faces when working with financial advisors. Enjoy the episode!
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30min
July 31, 2022 13 - Powerful Phrases to Drive the Sale
In this episode, Daniel gives you 5 powerful phrases that you can use (carefully and considerably) to help drive sales conversations forward.

He also answers questions related to;
-Losing prospects to advisors who you feel have no real substance, and how you can change this.
-How much is too much when it comes to financial planning reports and software?

Enjoy the show!
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25min
July 24, 2022 12 - Podcasting Strategies for Advisors
In this episode, Daniel lays out strategies and tips for advisors wanting to start podcasting! Lots of great tips and tricks in here.

He also answers questions related to;
-When the CPA's you're referring clients to aren't referring anyone back
-Holiday marketing ideas

Enjoy the episode!
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34min

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.