The Focused Advisor Podcast

The Focused Advisor Podcast

By Ryan Ross - Independent Financial Advisor MarketingBusiness
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The Focused Advisor Podcast episodes

  • Peter Dizdar of Palmbo Wealth Management on The Road To $1BN AUM

    In this conversation, Ryan interviews Peter Dizdar, a successful advisor at Palombo Wealth Management.

    Peter shares his journey from investment banking to wealth management and discusses how he is growing his firm to $1B AUM.
    Chapters
    00:00 Introduction and Background
    02:28 Building Relationships and Cold Calling
    07:08 The Benefits of Being Independent
    12:47 Serving Labor Union Employees as a Niche
    15:47 Growing a Wealth Management Practice
    28:36 Marketing Challenges and Differentiation
    30:36 Building Relationships and Providing Advanced Planning
    33:59 Managing Money and Understanding Clients' Mindset
    36:43 Adapting to Clients' Needs and Emotions
    39:13 Open-Ended Questions and Client Conversations
    43:40 Comprehensive Wealth Management Approach
    47:24 Research, Education, and Newsletter
    51:18 Networking and Business Growth
    55:28 Succession Planning and Mergers/Acquisitions
    58:32 Supporting Younger Advisors
    Connect with Peter on Linkedin:

    https://www.linkedin.com/in/peter-dizdar-7789145/

    1 hr 3 min
  • Mike Ross of Lattice Wealth Management: Focused on helping business owners exit.

    Mike Ross is a long-time financial advisor with a range of experiences in the business.

    He emphasizes the role of a financial advisor as the client's first call for anything financial, and believes in maintaining objectivity and being on call at all times. He has built a team of assistants and other staff members to support his practice. Mike focuses on enhancing the value of his business and acquiring new clients, particularly business owners pre and post-sale. He differentiates his company by providing honest and direct advice, and uses his website and books to communicate his approach to potential clients.
    Chapters
    00:00 Introduction and Role of a Financial Advisor
    03:06 Getting Started in the Financial Advisory Business
    03:57 Benefits of a tough market w/ no clients.
    05:11 Team Management and Business Growth
    07:33 Investing in the Business and Differentiation
    09:29 Bringing in New Clients through Marketing
    11:37 The Effectiveness of Hiring Coaches
    13:34 Challenges in Running the Business
    15:28 Differentiating the Company from Other Advisors
    18:33 Client Profiles and New Client Acquisition
    20:20 Inbound and Outbound Client Acquisition
    23:12 The Role of Books in the Business
    25:49 Contact Information and Conclusion
    26:39 The Efficient Advisor Podcast (1920 x 1080 px) (1).mp4
    How to find Mike:
    https://www.linkedin.com/in/michael-p-ross/

    27 min

About The Focused Advisor Podcast

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Building An Enduring Independent Financial Advisor Practice