The Complete Advisor

A national survey found that Financial Advisors rank #3rd as a source of retirement planning information. Are you doing a good job keeping in touch with your clients? 64% of surveyed clients said they feel like their advisor contacts them “infrequently”…not good!

In this episode, we welcome Robert Sofia, CEO of Snappy Kraken, a company that provides automated growth programs for financial advisors. The episode focuses on digital marketing trends and innovations relevant to financial advisors. A big part of our conversation focuses on the importance of establishing a digital presence, especially in the current era.

A few key takeaways:

- Traditional methods like seminars, cold-calling, and direct mail still work individually, but digital presence is crucial for overall success.

- The role digital strategies and technological advancements play in engaging and retaining existing clients.

- The crucial role your CRM plays in the future of your firm.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

In this follow-up episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia discuss the Retirement Income Style Awareness (RISA) framework, designed to help financial advisors understand clients' retirement income preferences.

During our discussion, we talk about:

How RISA guides advisors in creating tailored retirement strategies aligned with clients' preferences.

Why using RISA with existing clients and prospects makes sense in understanding the psychology behind clients' retirement income choices.

How RISA will help clients to make informed decisions about their retirement income strategies.

Take a listen and don’t forget to subscribe!

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

In this episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia introduce the Retirement Income Style Awareness (RISA) framework, a program designed to help financial advisors understand clients' preferences for sourcing retirement income.

During our discussion, we talk about:

The shift from a traditional investments-only approach to retirement planning to a more comprehensive strategy that considers annuities and other contractual protection methods.

Biases in the financial industry, in particular, the prevalent focus on model portfolios as a product.

The changing landscape of financial advising, with advisors moving towards holistic planning, incorporating behavioral and psychological aspects alongside financial expertise.

Take a listen and don’t forget to subscribe!

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

As a financial advisor, you have to be able to navigate the virtual world. If you can’t or won’t, you're going to be left behind. Your clients expect it, your prospecting needs it, and your plans for growth will fail without it.

In this episode we have a great conversation with Harry Jameson and his son Gregory. Harry has a practice that focuses on serving federal employees nationwide. Harry, with over 50 years of experience, shares how he embraced virtual interactions via Zoom long before the COVID-19 pandemic, allowing him to expand their reach and serve clients across different time zones.

Also, we discuss their innovative approach to staff recruitment and training, utilizing Zoom to maintain communication and provide valuable training resources, fostering a tight-knit team culture. They emphasize the importance of constant learning, adaptability, and the development of systematic approaches to both sales and appointment setting. The episode highlights the power of early adoption of technology, strategic thinking, and fostering a collaborative and supportive work environment as essential factors behind their impressive success in the financial advisory industry.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

Prospects have questions, you need to have answers!

In this episode, I ask Erik Bowman how he would respond to five questions from prospects an advisor needs to be able to answer. Take a listen!

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

Undeniably, money has the potential to create problems in a relationship. From disagreements over spending habits, investing philosophies, and beneficiaries, the list of financial-related conflicts is extensive and can lead to significant tension, conflicts, and even the breakdown of a relationship, possibly leading to divorce.

These challenges are not limited to therapists and lawyers; financial advisors also encounter various disagreements among couples when it comes to managing their finances. Unfortunately, financial advisors find themselves playing the role of a financial referee in these situations.

Join us as we talk to Erik Bowman, who shares his firsthand experience in a role that nobody wishes to be in.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

When you entered this industry, I'm sure one of the tips you received was the importance of networking with other professionals. In our line of work, it's only natural to connect with CPAs and Attorneys.

Working with them as part of a client’s trusted team is important and they should be valuable sources of referrals. Unfortunately, it often turns into a one-way street—outgoing referrals without reciprocation.

In this episode, we sit down with Matt Green to discuss how he effectively holds centers of influence accountable and establishes mutually beneficial relationships.

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This podcast is for financial professional use only and not for use with the general public.

The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

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https://www.thinkadvisor.com/2023/03/01/13-things-clients-dont-get-about-taxes-advisors-advice/

Subscribe to the Complete Advisor Podcast on your favorite podcast app.

Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor

Spotify: https://bit.ly/Spotify-CompleteAdvisor

Amazon Music: https://bit.ly/Amazon-CompleteAdvisor

Google Podcasts: https://bit.ly/Google-CompleteAdvisor

Stitcher: https://bit.ly/Stitcher-CompleteAdvisor

Pandora: https://bit.ly/Pandora-CompleteAdvisor

Subscribe to the Complete Advisor Podcast on your favorite podcast app.

Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor

Spotify: https://bit.ly/Spotify-CompleteAdvisor

Amazon Music: https://bit.ly/Amazon-CompleteAdvisor

Google Podcasts: https://bit.ly/Google-CompleteAdvisor

Stitcher: https://bit.ly/Stitcher-CompleteAdvisor

Pandora: https://bit.ly/Pandora-CompleteAdvisor