The Advisor Advancement Podcast Network

In this episode of Un Niched, Andrea McGrew interviews three different women that have faced or are currently facing a breast cancer diagnosis.  Listen to each woman describe her battle and how it has affected them both personally and financially. Just like no cancer diagnosis is the same, neither is how we deal with the challenges. Advice is offered to financial advisors on how to approach client...

This episode of 16 Ways from Sunday features a very different discussion; it's a thank you to family friend and police officer Jeff Koenig, who was involved in a tragic shooting during a traffic stop in Saginaw Township, Michigan. It's also a thank you to all of the service men and women out there who put their lives on the line every day for the rest of us to enjoy the things we hold near and dea...

In this episode of 16 Ways from Sunday, Mark Mersman discusses the 5 biggest myths surrounding financial advisor seminar marketing. He highlights some of the best practices and shares some of the most eye-popping statistics that came from USA Financial's Fill-The-Room seminar system. Offer a meal? What topic to present? It's all covered in this episode.

In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment.  Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.

In this episode, Brittney Castro talks about the transformations that took place over the course of a decade in her practice. She highlights some of the biggest bending points, including a focus on women, and the shift from commission based to fee-only financial planning. From workshops to social media, Brittney discusses the factors that have launched her practice to new heights.

Tucker Max has gone from Bestselling author and king of the single-life to father, husband, and CEO of highly successful start-up Scribe Media. This episode of 16 Ways from Sunday details that transition and highlights how financial advisors should think differently about credibility and positioning. The Scribe Media process is discussed in detail as Tucker shares his story about how a personal ch...

In this episode of 16 Ways from Sunday, Vonda Van Til discusses thoughts and ideas on how advisors can leverage Social Security within their financial planning practice. As a Public Affairs Specialist with the Social Security Administration, Vonda shares how advisors can utilize the administration as a resource within their practice and how to answer some of the tougher questions advisors receive...

In this episode of 16 Ways from Sunday, Mark Mersman is interviewed by Matt Eilers as a part of his highly successful podcast titled Advisor Elevation .  The discussion is focused on the ins and outs of marketing a financial practice and how to evaluate different marketing activities. From referrals and personal introductions to podcasts and seminars, this episode is full of great content.

In this episode of Advisor Elevation, Matt is joined by Mark Mersman.  Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial.  Mark and Matt have an entertaining discussion surrounding the in's and out's of marketing a financial practice.  Mark will share some of the best and worst things an advisor could do in the world of...

In this episode of 16 Ways from Sunday, Josh Bartholomew discusses the importance of building community inside of your financial practice. He details some of the reasons why his company, Horizon Investments, was the recent recipient of some asset manager awards at the Envestnet Summit in New Orleans. He also discusses the vision behind the consulting division inside of his firm and a huge opportun...

In this episode of 16 Ways from Sunday, Mark Mersman interviews Brian Hart, Founder and President of Flackable, a PR agency for financial advisors. Brian discusses the difference between paid media, owned media, and earned media, along with how to leverage earned media. He touches on the value of Twitter in your PR strategy and how to track ROI on your PR efforts.

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation.  Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol.  Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele.  Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!

Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST  know about seminar marketing.  Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar!  If you are involved in seminar marketing, this is a MUST-LISTEN episode!

In this episode of 16 Ways from Sunday, Mark Mersman interviews Mike Lover, Vice President of TCA by E*Trade. Mike talks about the importance of process; specifically, he discusses his background in process refinement and some of the challenges his company (Trust Company of America) face before, during, and after being acquired by industry juggernaut E*Trade. He also discusses one major change he...

In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice.  Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions.  This is an episode you don't want to...

Successful financial advisors follow proven systems and processes in all facets of their practice, from operations and human resources to sales and marketing. In this episode, Mark Mersman walks listeners through the 8 steps of the sales and marketing funnel followed by high-performing financial advisors. It is the same process his firm has utilized for over 30 years to build every aspect of their...