The Advisor Advancement Podcast Network

Do you feel chained to your desk? Or maybe you do not have enough revenue generating opportunities? Either way, you need to gain sustainable critical mass -- Let's talk about how to do that and learn the 3 steps to building critical and sustainable mass in your practice. Client events – Starting Point. Expert authority Only thing for sale is you Leads to guest appearances Quickest most controllabl...

Many advisors aspire to be an investment manager rather than a financial advisor -- and this can undermine the value and salability of the business. There are very few ways to stop devaluing your business, learn them here. If performance is down, your client has just one solution -- fire you. No one wants to buy your job, they want to buy your business. You lose economies of scale and ability to d...

Seminars are back, returning with a lift in response rate numbers from pent-up demand after lockdowns.   The previous video referenced, "Is now the best time for seminars?" In this RARE we cover: Higher live event RSVP percentage response. Higher closing rates from live events. How clients are seriously looking to replace old advisors. --> !!! Reach out to us below for a free copy of the periodic...

How is it that 3 years is the over-under magic number for staff, and likely the same for clients? Understanding this difference can alter the adherence and retention of your practice dramatically.  Article Quote -- "We're actually seeing that employees that spend more than 4 years at the same company are more inclined to want to come back -- newer employees who have worked at the company less than...

We all have mental triggers.   When they are gone, we suffer.  We don't have an efficient way to get in the zone.  Our businesses falter.  This info will help you recapture that advantage.        Without a commute there is often no distinction between work and home life. 30 minutes each way is the average. Prepping & downloading for your day. No trigger to get mentally in the zone. Must refabricat...

Learn how we score the stock market based on power, support, and demand from this recent message we sent to retail investors and clients of USA Financial Formulas through our Trending Report show. This is not a typical RARE Advisor video, but it will give you a rare 'behind the scenes' of our formulaic trending money manager! There has been great movement below the waterline in the stock market la...

You can create a compelling value proposition for your services with risk management that simply cannot happen when based on asset allocation. Here are 5 Reasons Risk Management is likely more important than Asset Allocation in your financial advisory business. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancemen...

This could be the best timing for seminar events over the history of your career as a financial professional and advisor. Here are 7 Reasons Seminar Events in 2021 may be more valuable than ever before! Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more of The RARE Advisor: http://www.therareadvi...

Can you tell the difference between real headlines and headlines from The Onion? If you have trouble spotting the fakes, imagine the confusion your clients face. Learn how to cut through the noise on your client's behalf, bringing value as the financial professional and advisor you are. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement...

Remote work has become the new norm, these are some ways to adapt and encourage the productivity you would expect from working in an office. These 13 must haves are what we use for our own team as we thrive within the work from home environment. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://advisoradvancement.com/ For more...

Wealth and control are on the move, sped up by the pandemic. The 3 measures shared here will help you identify the changes and retain the assets from generational customers of your firm. Data shared from Visual Capitalist, read further here: www.visualcapitalist.com/ranking-u-s-generations-on-their-power-and-influence-over-society/ Consider subscribing for continued insights from Advisor Advanceme...

Big business, small business, and a rapid shift in generational power is fueling a huge new money move and asset transition as pandemic lockdowns loosen for 2021-2022. Find out how to capture your share and the competition's share too on this week's episode of The RARE Advisor. Consider subscribing for continued insights from Advisor Advancement: https://www.youtube.com/AdvisorAdvancement https://...

Join Kevin O'Leary, Connor O'Brien, and Mike Walters to talk about what high net worth clients want and how to go from millions to billions in Assets Under Management (AUM). Key Themes: A "Shark" on what High Net Worth (HNW) clients want How to increase the valuation of an advisor's financial practice Understanding the difference in positioning for client acquisition vs. market valuation The two b...

Pandemic Pressure + Springtime Release = Big Jump in Business. There is a tremendous amount of pent-up demand from frustrated investors who are now on the search for new advisors, looking to become new clients of your practice. Find out the source and what to do about it in this week's episode of The RARE Advisor. Consider subscribing for continued insights from Advisor Advancement: https://www.yo...

You are what is for sale, not a specific product or account, but with just 4 quadrants you can have a superior portfolio that a client will completely understand and appreciate. Learn to utilize 4 products that simplify the complex for successful financial advisors. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and co...

You will become the Family CFO by simply staging your second appointment with this one key sentence. Learn how to bridge the gap to unlock and collect 100% of the client assets with 1 sentence. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders i...

Clients will open the door for you to enthusiastically engage with them as they question the merits of their existing advisor relationship. Learn how to drive the wedge without slinging mud, by taking the high road instead. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walte...

How you can revolutionize the way you gain access to new clients. Learn how to properly state your value that will have your clients begging for more. The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years working with and coaching successful advisors, host Mike Walters, along with other leaders in the industry, discuss what it takes to gr...

In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you're a financial professional who is looking to add podcasting to your marketing mix.      

In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business.    

In this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals.

As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock market environment caused by the drop in oil prices, and accentuated by the fears surrounding the widening coronavirus outbreak. I share how and why the "circuit breaker" triggered in the S&P 500 on Monday of this week, and how you can use this informatio...

On this episode of Advisor Skinny, Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. He highlights how you can best position your practice to protect your current clients, and help assist future clients make better choices for their retirement.

If Walt Disney ran your financial practice, how different would it look?  In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the "experience economy" as it translates to financial services.  Don't miss this important episode where you will further discover why experience matters so much in your business!

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.