The Evolving Advisor Podcast

Today’s conversation is with the team at Bill Good Marketing, Frantz Widmaier, CEO, Matt Hicken, AAMS®, Senior VP of Client Success, and Stephanie Peterson, Head of Growth. Bill Good Marketing helps advisors systematically grow their practice while reducing the complexity of practice management.

In this episode, we’ll learn about how client communications have evolved over time, top advisor best practices, and how to succeed with what motivates you the most.

Today’s conversation is with Stratos Partners, Charles Shapiro, Chief Development Officer, and Chris Walling, Founding Partner. In this episode, Jeff, Charles, and Chris, discuss the current Advisor landscape and their experience working with wirehouse and bank model advisors transitioning to the independent model.

Today’s conversation is with Dr. Travis Parry, founder of Make Time Institute, Speaker, Coach, and #1 Bestselling Author of "Achieving Balance: Make Time to Reach Your Business and Personal Goals in an Overworked World.” Travis teaches overworked financial professionals and business owners how to get 20% of their time back so they can invest it in achieving their goals and living their life on purpose.

In this episode, Jeff and Dr. Travis, talk about the traps of being a workaholic, how stress can be detrimental to your body and mental health, the 5 myths of work/life balance, and much more!

Today’s conversation is with Jeff Dobyns, President of Southwestern Investment Group. Jeff has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

In this episode, Jeff talks about the importance of going above and beyond in servicing your clients and his unique advisor mentoring program that he developed to help young advisors succeed in this new environment.

In this episode, Jeff and Jeff discuss: 

• The evolution of the brokerage space.

• Key motivations and drivers for advisors when looking to independence. 

• Succession planning and transitions. 

• What advisors value by way of support. 

Key Takeaways: 

• By far, the reason W-2 advisors leave their firm is quality of life. 

• The great advisors say what the client needs to hear, not what they want to hear.

• When clients are used to working with a team, it becomes easier to transfer or transition out because they aren’t used to working with only one person.

• If you have plateaued, the first step is recognizing it. The second is to seek help. 

"Growth is a function of time and time is a function of distraction. When we think about the time spent, there's something to be said on keeping things simple to allow folks to manage more assets and grow their business." —  Jeff Nash

In this episode, Jeff and Kirk discuss: 

• Kirk’s early desire to go into wealth management, even after a poor first internship experience.

• Why you may want to use alternative custodians.

• Finding where your audience is and meeting them there consistently.

• Focusing on the areas that you know.

Key Takeaways: 

• Novelty is about getting something different. It's about getting somebody interested enough to get them into the tent

• No matter how good you are (or you think you are), the prospect isn’t going to know that because they don’t know what they’re looking for.

• Create unique content, don’t just use canned content, to attract those who want to work with you.

• It is probably going to take you longer than you think it will, so throw out your notion of how long your ideas will take to come to fruition.

"The amount of opportunity out there is tremendous, and our firm, we're only scratching the surface of it. And if I could work with other people collaboratively...the sky’s the limit." —  Kirk Chisholm

In this episode, Jeff and Daniel discuss: 

• The three things you need to know about working in the financial industry.

• Thinking ahead to the next step to make seamless transitions.

• The process of transitioning.

• Reinvesting in talent and technology.

Key Takeaways: 

• As part of the Latino community, becoming part of the family is absolutely critical.

• Latino clients will work with you because they trust you, they like, and, distantly, they think you can make them money.

• The firm is made up of human beings and their well-being is critical.

• You cannot rest in this business, you have to continuously find what the clients are seeking and what they are interested in.

"We're not trying to tell others, ‘Our way is the only way.’ We want to share our great way of doing things, but we will learn from whoever comes in, we just want them to feel what we have, to get comfortable with what do we have because we're very certain that, in other places, they will not find what we have." —  Daniel Priwin