The Advisor Arena

If you are thinking of trying to host any events in the near future, you don't want to miss this episode! Events and Travel Director, Danielle Schwabe joins us to share everything you need to plan for to accommodate social distancing guidelines, safety protocols and ensure your face to face gathering is a success!

In our Season 2 kick off episode, we let you in on some of our secrets....including the ONE thing Josh is terrified of and what Jaime learned about coaching advisors from riding a bull (ok, it was a steer).

Season 2 Launch! Join me as I welcome my new co-host, Josh Watson. You don't want to miss what we have in store for you this season. In this first episode, we recap the MOST important things that have happened between seasons and give you a sneak peak at our future guests and topics!

In our season one finale, we let our advisors call in to "ask us anything"...no topic off limits. Find out what they wanted to know!

Rita Ernst , CEO and Business Coach from Ignite your Extraordinary shows us how to shift from a "survive" mindset to a "thrive"mindset. You don't want to miss what she has to say about getting stuck and how to pivot in our business!

Chuck joins me for part 2 of our podcast on finding success during times of uncertainty. In this episode, he challenges me to play the role of a financial services professional and soften my verbiage with clients. If you have met Chuck, you may be surprised to hear he is recommending a soft approach, but setting appointments over the phone takes a more specific approach than doing it in person. Yo...

Amanda Thompson is an entrepreneur, speaker, certified emotional intelligence practitioner and business owner. Join me as I pick her brain for practical tips on adapting to business in current times, asking the questions that lead to authentic relationships and how to build sales and get results.

What lesson can you learn from an impoverished nation dealing with malnutrition? Listen to find out!

Join us on this episode where I "pick the brain" of a digital marketing expert. I ask all the questions you want to know, including recorded vs. live events; how to keep people from leaving during the webinar; equipment you may need and mistakes to avoid.

In this episode, Chuck Lucius, the owner and founder of Gradient Financial, shares his perspective on rising to the challenge of our new normal, recognizing opportunities, and the differences between those that will rise to the occasion and those that will choose to get left behind.

Eavesdrop on my conversation with Jamie Hicks. Jamie is my friend, a nurse, a mom of three, a Patient and Family Advisory Council Member for Children's Mercy and a National Speaker. Jamie shares her role and experience in helping doctors, hospitals and medical professionals improve the patient experience through specific feedback and constructive criticism. In this episode, you will take away...

Join your annuity team as we discuss the third party resources available to you, the index options you should be aware of and the one page you need to effectively position annuities right now.

Josh Watson, VP of Marketing joins me on this episode to discuss best practices during the COVID-19 outbreak. We share what other advisors are doing, resources available to you to pivot to new strategies and how and what to communicate with your clients and employees.

In this episode, I talk with Brad Berger, a financial advisor with decades of experience who coaches the most elite financial advisors. Learn the 4 principles he has proven develop deep relationships and clients for life. To receive a copy of his book, “Stop Trying to Keep up with the Joneses, They’re Broke Anyway”, simply go to www.theadvisorarena.com and email me your shipping address. Stay tune...

Richy Hirtle and Andrew Riis of RA Marketing join me to discuss what you need to know to be successful with any digital marketing campaign. PLUS...They have a generous offer of $250.00 off your first campaign for anyone that mentions this podcast!

Jeff Foley is a Certified Financial Planner and is the owner and founder of Paladin Financial. Jeff has attained his 7,24,6,63,66,53 and is licensed in all 50 states. In this episode he is sharing the best tips he has received in this business, what surprised him the most in his transition to an independent advisor and that activity that generates over 100 appointments per month. After hearing my...

This is the first In-between episode show. Short, to the point and impactful. How do you achieve goals when frankly, you just really don't feel like it sometimes. After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a fre...

Tara Renze spent almost 20 years in the corporate world in direct sales. She is a keynote speaker, sales trainer, entrepreneur, business owner, a wife, a mom and she is on a mission to help people Be Who They Came to Be! After hearing my conversation with Tara, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that y...

Toni is a motivational marketing speaker, trainer, coach and author. Toni entered the financial services industry with no investment or sales experience and learned how to build relationships and help people that desperately needed her services. Her early success as an advisor led her to train and coach over 300 advisors and develop her own company focusing on taking “Drastic Steps” to overcome th...

My team and I have built a successful business within Gradient that started at ZERO. Zero agents, Zero business, Zero production. Over the last 10+ years, it has gone from a complete start up to a group that is generating over 500 million dollars in production each year. Every day, my team is consulting with the top financial advisors in the industry. Get to know my team members and how you can be...

So, you have these new goals for the year and great aspirations for your business, but halfway through January you may be wondering if hitting those goals is going to come at the expense of your sanity. Or your family. Or your free time. Yikes! You have probably reached a point in your business where it is time to look at running your business… like a business. We understand that is easier said th...

What is the Advisor Arena and who is Jaime Malm?