The Advisor Arena

Mariann Montagne joins me on this episode to discuss her experience in this industry as a woman. The unique challenges, her mentors, what she recommends to young women starting their careers and the mistake people keep making with women in business.

Tom joins for the 3rd and final episode in this series to discuss the three things that will help you march forth into the rest of the year.

Tom Schaff is back for Episode 2 in our March FORTH series. In this episode, I try to "fix" the messaging mistakes advisors make and Tom coaches what I do well....and what i do NOT do well. Join us!

Tom Schaff, Major League Sales, joins us for the first episode in our three part series, March Forth! 9 specific items to be intentional with getting more clients now...wait until you hear #9!

What works...what doesn't....and the mistakes we all make that hurt our business!

Three letters that really work to re-engage prospects.

While the BBB plan is currently stalled, The Secure Act 2.0 has bipartisan support and includes potential changes that impact IRA plans, 401k, 403b, Roth IRA’s and more. Don’t be caught off guard. David Johnson, CFP, joins us on this episode to provide all the details you need to know.

Michael Binger, President of Gradient Investments joins this episode to discuss inflation, bonds and stock market expectations for 2022

We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.

Let’s get honest about what you should have done in 2021 that may have hindered your success. Let’s talk about why… and how… those missed opportunities occur and how to set yourself up in 2022 to NOT let it happen again!

Learn how others are effectively connecting with prospects, establishing their authority and organizing their marketing plan 6 months in advance.

Let’s examine a case in which annuity objections must be addressed.

Be the resource your clients need right now. Inflation is a top concern. Educate yourself and help your clients prepare.

The 5 step process that gives you the competitive advantage.

This is our first case study episode, but if you like it, more to come! We are sharing a specific case this week in which one of our advisors found himself in a competitive situation with another agent. Spoiler alert: Our advisor won the 2 million dollar client AND got a 1 million dollar referral. Find out why!

Dr. Jason Selk teaches us how RSF can change everything....maybe even your RBF (NO promises though).

We know how frustrating a sales slump can be. We have a few easy steps to help you bust any sales slump!

Little rusty presenting in front of a group or maybe you could teach us all a lesson or two? Check yourself in this episode!

Enough said...you don't want to miss this one.

How Jake Wood's Keynote speech saved my career

If you have been waiting and wishing for a no cost alternative to seminar marketing, wait until you hear what was shared by a top qualifier at our Gala meeting last week!

What business are you in? The correct answer may surprise you.

As promised, this episode explores why digital marketing is broken and how you are being set up for failure....by your IMO, by your seminar vendor, by the social media platforms themselves.

Yes, you read that correctly. Digital marketing is fundamentally broken. Don't spend another dime until it's fixed.

It's not very often you can shock a room full of seasoned, successful financial advisors that have been doing seminars for years, but we just did it. Find out why....