The Advisor Arena

Likely, your marketing slows down in the summer months and that creates the perfect opportunity to implement the SURGE method into your practice to create more efficiency with existing client meetings. Join us for this episode to learn how others use SURGE to cut down on calendar chaos and avoid scrambling to fit client reviews in between prospect appointment all year long.

There is nothing more frustrating than investing time, money and effort into a seminar and then….crickets. Join us for this episode as outline the exact steps to take if you find yourself in a position where a seminar or workshop you expected to generate prospects simply doesn’t. How can you salvage it and still get a return on your investment?

One Big Beautiful Bill Act and what it may mean for your clients. Join us for this episode as we discuss a hot current event topic that your clients and prospects likely have questions about.

Q1 is now behind us…we are talking marketing trends winners and losers, best practices for client communication and industry topics you should be aware of.

If you aren't over communicating right now with your prospects and clients regarding the topic everyone is talking about, you won't want to miss this episode.

We get asked about seminars A LOT....do they still work? What kind of results should I expect? Are there things others are doing that generate best results? We are sharing best practices- what works, what doesn't and what you need to know before you do another seminar!

BIG changes this year with over 3 million people impacted by the elmination of two provisions that have been in place for more than 40 years. Don't miss this episode!

If you can only implement one new thing this year, this should be it! Solidy relationships with top clients, get referrals and differentiate yourself like never before. Join us for this episode to find out how.

Join us for our first episode of the new season as we share the top takeaways from the Summit. If you were there, you may need some direction on what to implement and how to get started. If you weren't there, then you definitely need to know what you missed!

One of the biggest differences between successful advisors and those that struggle is how they take advantage of current opportunities. Taking action is sometimes easier said than done. In this episode, we discuss the three things that our top advisors are doing right now to make the biggest impact to their business.

How effectively have you communicated the urgency of the current tax window to your clients? If your clients and prospects don't know exactly how their situation is impacted, then this episode is for you. It's time to be proactive as the window is closing!

We know, we know...you are sending drip emails and a newsletter! But...there is so much more to maximizing ROI for prospects already in your database. Join us for this episode and find out what other things you can be doing!

With the first quarter behind us, it's a good opportunity to take a moment and reflect on what worked well for you and what may need to change. Join us for this episode as we discuss how to determine when a change is needed and what is working in our industry right now.

Providing consumers with direction on the fundamentals of financial freedom can create not only value for your existing clients, but generational support for kids and grandkids as well. Join us for this episode as we discuss how this is an easy theme to incorporate into your marketing for this month!

Create a more efficient office, a better client experience and solidify your relationships with your clients by implementing Surge. In this episode, we discuss exactly how and why this will benefit your practice!

Election year is here and that likely means additional anxiety from consumers. Join us as we discuss everything you need to be proactive with the topic that is going to be top of mind for your prospects and clients.

If you missed us in Nashville, we are bringing you the top resources just launched at our recent Summit meeting to implement in your business for 2024!

Leave outdated prospecting behind. Financial Goals for the New Year ignites your spark with cutting-edge insights, expert interviews, and actionable tips to fuel your client pipeline. Prepare to dominate the market in 2024 and beyond.

Growth happens when less is reliant upon YOU. How do you transition from the daily grind of being an advisor to being the CEO of your business? Join us for this episode as we discuss what others have done, what doesn't work and things to consider before you start the transition!

Your clients want to know you are paying more attention to the details of their financial lives than they are. In this episode, we discuss the End of Year Checklist every advisor needs!

In this episode, we talk about the 10 things you must ask yourself before taking any action toward your gaols. Plus, our new segment, "From the Field" we answer a question from an advisor that is feeling very overwhelmed and burned out.

We are sharing what invoices we are paying the most toward marketing efforts, the hot products you should be aware of and a new segment....FROM THE FIELD, where we answer your questions!

The 100th EPISODE and we brought in a special guest to help you teach your clients how to build true wealth THROUGH taxation!

Have you heard the phrase "good help is hard to find"? It's true. In this episode we talk about tools to help you as an independent advisor find the help you need to staff your business.

We are sharing what works, what doesn't and REAL results.