The Ultimate Advisor Podcast

In this episode of The Ultimate Advisor Podcast, we jump into the second question in our 3 part Q&A series. In this weeks session, we address the question: Where do I start with marketing? We talk about how having a clear vision on what you want your business to look like will essentially help you make the best marketing decisions. We discuss the importance of starting with a singular action marketing strategy so that you do not fall into the Shiny Object Syndrome trap. We go over some of the unique marketing techniques you can use to differentiate your business from its competition. So, push PLAY and join us as we dive into generating more referrals, clients, and revenue with a clear and effective marketing plan!

In this episode of The Ultimate Advisor Podcast, we jump into a 3 part Q&A series, discussing the 3 most common questions asked by our audience, mastermind, and coaching members. In this weeks session, we address the first question: Where do I find good people? We talk about the importance of getting clear on the vision of your company first, and how this will differentiate your business and get the right people in the right seats! We also discuss effective marketing strategies when hiring for your company. So, push PLAY and join us as we delve into building your A team that aligns with your vivid vision!

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In this episode of The Ultimate Advisor Podcast, we discuss the many benefits of having an unwavering vision of what you want your business to be, and the type of client you want to serve . We talk about how getting clear and trusting in your vision will differentiate your company in a competitive market as well as make your marketing efforts easier too. So, push PLAY and join us as we delve into standing out in a competitive market by trusting in your vivid vision and upscaling your business!

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In this episode of The Ultimate Advisor Podcast, we talk with Stephen Wershing of The Client Driven Practice. We discuss the ways you can improve your advisory practice through finding your niche, and implementing successful marketing practices. Stephen shares his own unique method on gaining referrals through a client advisory board. So, push PLAY and join us as we delve into applying the right practices, concepts, resources, and processes to generate more loyal clients and upscale your business!

The Client Driven Practice 

In this episode of The Ultimate Advisor Podcast, we discuss the ways you can achieve your new business goals in 2020. We talk about the importance of getting comfortable with change, as well as the simple tweaks you can make to take your business to it’s next level. So, push PLAY and join us as we delve into making your business EVEN BETTER by reaching your New Year’s goals!

In this episode of The Ultimate Advisor Podcast, we discuss the benefits of being laser focused on your business growth and mission with Brandon Kawal from Advisor Growth Strategies. We talk about the ways to differentiate your business, keep the needle moving, and execute your mandate. Brandon shares a lot of his own experiences and advice on the important aspects of the Financial Advisor business. So, push PLAY and join us as we delve into getting laser focused on your business development in 2020!

In this episode of The Ultimate Advisor Podcast, we jump into the importance of creating your own definition of success. We talk about the benefits of focusing on your own goals, records, and all over business versus the negatives of falling into the comparison of others . So, push PLAY and join us as we delve into focusing on being EVEN BETTER than YOURSELF and ultimately grow your business!

Dan Sullivan - The Gap and The Gain

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In this episode of The Ultimate Advisor Podcast, we discuss the importance of clearly defining your niche with Jim Dew with Jim Dew Wealth Management. Jim shares his own journey and perspective on mastering your niche through a clear vision and marketing strategy . So, push PLAY and join us as we delve into getting laser focused on YOUR niche to ultimately upscale and grow your business!

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In this episode of The Ultimate Advisor Podcast, we finish out our 12 part series on the top characteristics of top financial advisors . In part twelve, we talk about the importance of never accepting the status quo and always looking for ways to improve and grow. We discuss how creating this culture spills into all aspects of your business and keeps things moving forward.  So, push PLAY and join us as we delve into creating an even better experience for you, your team, your clients, and overall  business!

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In this episode of The Ultimate Advisor Podcast, we break down the fiduciary concept and how this ties  into your marketing plan and overall practice. We discuss the importance of always acting with your client’s best interest at heart, and provide tools and strategies to gain further momentum.  So, push PLAY and join us as we delve into the ways you can embrace YOUR fiduciary mindset to provide stand-out, top quality service and gain more loyal clients and business!