More and more advisors are diving into video as part of their overall marketing plan and utilizing YouTube is a strategy that we hear about often. Most of the move to video came on the heels of the COVID pandemic when everyone was forced to go virtual and get comfortable on camera, and that’s continued on. 

If you’ve thought at all about using YouTube or just want to get a better understanding of the platform, then this episode should help provide you with some of that information. Steve and Ben will discuss the best ways to leverage YouTube and explain why it’s a commitment to get started and keep it going. 

Here’s some of what you’ll learn on this episode: 

• If you go the video route, you have to be willing to commit. (3:00)
• How are financial advisors working YouTube in their marketing strategy? (6:29)
• How to properly format your YouTube videos. (13:11)
• A story about an advisor that brought a client in after they watched videos on YouTube. (18:29) 
• What kind of video services does Steve provide? (20:53)

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

There are no sure things in the marketing world but what if you knew the personality of your prospects ahead of time and could tailor your message to most effectively attract them to your services? Today’s guest, Paul Carpenter, has developed a personality profiling business tailored to advisors to help them close at a much higher rate thanks to the ability to build a connection much earlier.

Around 10 years ago, Paul and his team began taking all of the personality profiling they had developed for corporate America and applied it to advisors. This would give financial professionals the ability to profile prospects before they ever came in for their first appointment. So whether you establish that first contact through a direct mail campaign or a seminar or another way, the advisor can capture the communication profile for a prospect to help them find a way to connect quickly and effectively. 

If you’re looking for a different marketing approach, we highly recommend you listen to our conversation with Paul today. We’ll get deep into the psychology of it all and really break down how it all works. And this strategy isn’t just for bringing in new business. It’s also a way to better connect with your existing clients and forge a stronger relationship with those you already work with. 

Here’s some of what you’ll learn on this episode: 

• Background on the idea behind personality profiling for advisors. (1:22)
• Where many advisors and business owners fall on the profile scale. (6:51)
• Applying what we know to our outgoing messages to attract a particular personality style. (13:04)
• The model buyers use against sales people that you need to take note of.  (21:16)
• Why Paul feels like many advisors are on the doorstep of success if they put in the work. (34:26) 
• How do you unwind the competition to attract a prospect away from an existing relationship? (37:30)
• How can you use these personality profiles to provide a better client experience. (37:30)

Learn more about Paul and his business: https://www.paulcarp.com/ 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and have watched him implement strategies in this digital world even when things have shifted back to in-person again.

We asked him to be a part of the show to share his approach to digital marketing with you and to open up about some of the processes that have led to his success. Plus, his work with Marvin Mitchell has helped him evolve his business even further, and we’ll learn all about it in this episode.

Here’s some of what you’ll learn on this episode: 

• How we were first introduced to Charles and the innovative stuff he was doing.   (1:40)
• Why he keeps a big piece of his marketing in the digital space despite the world returning to normal post-pandemic. (7:51)
• How his marketing methods have evolved by working with Marvin Mitchell. (17:40)
• Why your team and your process matter for capturing leads. (30:32)
• Building a team and a larger practice versus working independently. (38:55) 

Learn more about Mike: https://www.rollovercompany.com/index.php 

Check out his masterclass: https://www.financialadvisormasterclass.com/optin1668175222861  

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors.

We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out.  

Here’s some of what you’ll learn in this episode: 

·      What is the self-directed brokerage account and what advantages does it provide to advisors? (1:08)

·      How they help advisors identify companies that offer self-directed brokerage accounts. (6:05)

·      The tools and resources Howard Capital provides. (9:36)

·      This is an untapped market that could become a niche for advisors. (12:20)

Learn more about Mike: https://howardcm.com/index.php/meet-the-team/sales-team-michael-rowe/ 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into. 

We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new program called Advisor Works will give other advisors a chance to utilize his sales system and make their jobs easier day-to-day.  

We’ve seen his structure and process first-hand as we help implement this new program for Cory and wanted to share a little more about the work that’s happening. 

Here’s some of what you’ll learn on this episode: 

·      Background on our conversation today.  (1:23)

·      Cory’s journey in the military, flirtation with law school, and how he found finance.  (3:55)

·      Details on the new Advisor Works program he’s launching. (10:29)

·      The marketing elements that will be a part of this new system. (15:27)

·      What other plans does Cory have in his personal practice? (20:14)

·        (28:38)

Learn more about Cory: https://www.efcwealthmanagement.com/who-we-are/about-cory/ 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

Today’s guest is someone we’ve grown to know extremely well over the past year or so, and his drive has really pushed us to step up our game. Ryan Fleming, MBA, RICP, CRPC is a pilot and financial advisor who only works with other pilots, and we began working together just over a year ago.  

During that time, we built an incredible relationship with Ryan, both personally and professionally, and he was seeing so much value from the time we were spending together that he helped us launch our VIP program while becoming the first client. 

‘The Pilot’s Advisor’ is what he’s now known for and this micro-niche he’s carved out and anchored his marketing to has helped his business take off. On this show, we wanted to give him a chance to share his story and talk about the wins, but we also wanted to give you a peek behind the curtain at how we interact with our clients.

Here’s some of what you’ll learn on this episode: 

·      Background on Steve’s relationship with Ryan (1:23)

·      When Ryan decided to take the leap and how it changed his business. (8:52)

·      What made Ryan go all-in with our services. (11:43)

·      Becoming a team to get the most out of your marketing.  (17:56)

·      The one piece of advice that Ryan would give other advisors. (22:48)

·      What are the first steps if you want to work with us to grow your business? (28:38)

Learn more about Ryan’s business: http://thepilotsadvisor.com/ 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

The goal for every business owner and entrepreneur is to reach the point where your business doesn’t require you to work all hours of the day to grow profits. Financial advisors struggle with this balance as well and we see it all the time when we meet with people to discuss strategies.   

Today’s guest is Nina Cooke, a mindset coach for entrepreneurs. She co-authored the book Renegade Mindset with Dan Cuprill, and we’ve asked to join us to talk about what this means and how to apply it to our own business and approach to work. 

Here’s some of what you’ll learn on this episode: 

·      What is the Renegade Mindset and how did she develop it. (2:43)

·      The common roadblocks financial advisors face. (6:20)

·      How to take advantage of this program to improve your mindset. (17:12)

·      A client story that shows the results that can be achieved. (19:06)


Connect with our guest: https://www.profitmaxprofile.com/

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

As we launch this new podcast and get this journey started, we felt it would make the most sense to begin with a little background on the business and show. 

So that’s what we’ll do in this debut episode. We’ve broken it down into a few different categories – the company, the person, and the podcast. This show will hopefully serve as a great foundation for who we are and what’s to come.

Here’s some of what you’ll learn on this episode: 

·         What Sharp Digital Marketing does and how they help financial advisors. (1:55)

·         How did Steve end up finding the financial advisor niche?   (4:31)

·         One thing that Steve wants people to know about him. (8:02)

·         How he became a huge duck hunter. (9:47)

·         What can people expect us to discuss on the show? (13:22)

 
Quote of the month: 

"The main thought or idea here is to share some of that knowledge and hopefully the folks listening get an idea or two and want to try implementing it. " - Steve Sharp

Get in touch: 

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/ or call 214-572-2120.

 The Sharp Side of Marketing is brought to you by Third Wheel Media. To learn more about our podcasting services for financial professionals, visit https://thirdwheelmedia.com/how-advisors-podcast and schedule a time to chat.

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/