The Complete Advisor

It's been 16 months since we caught up with Matt Schuller and he's been busy! Expanding his practice through strategic partnerships and mentoring, join us as Matt shares key lessons on proactive client communication, effective delegation, and new workshop initiatives tailored to client needs.

In this episode of The Complete Advisor, we explore four essential planning items with clients that need to done before the end of year!

In this episode of The Complete Advisor, we explore the intricacies of niche marketing for financial professionals.

Whether you want to deepen client relationships or generate new leads, this episode offers practical tips on incorporating Medicare into your practice without needing to become an expert.

Tune in to gain an insider's perspective on the intersection of politics and finance, and learn how to stay ahead in these uncertain times.

Ensure you're not inadvertently jeopardizing your practice and walk away with practical steps to safeguard your business.

Transform your client relationships and grow your practice with expert insights from Erik Bowman on The Complete Advisor!

Don’t miss this chance to learn how to take your client appreciation efforts to the next level.

Join host Dennis Mattern and special guest Erik Bowman, a seasoned Wealth Advisor at Bowman Financial Strategies, as they dive deep into the myths surrounding financial advising and investing.

Whether you’re a seasoned advisor, contemplating the Series 65, or in your early years as a financial advisor, this episode is packed with invaluable insights.

Whether you're an experienced advisor or just starting in the industry, Justin & Brittni's journey will inspire and educate you on the possibilities and realities of running your own practice.

Proven strategies to transform your seminars into powerful marketing tools.

If you've ever wondered how to ace that crucial first meeting with a prospective client, this episode is a must-listen.

Don't miss out on this fascinating conversation that highlights the power of teamwork, innovation, and adaptability in the financial advisory industry.

In this podcast episode, we talk with Eric Barr, VP of Business Development at GeoWealth, about the early challenges and steps to becoming a successful Investment Advisor Representative (IAR). Key topics include: • The importance of developing a clear investment philosophy, • Embracing new technology and tools, • Understanding the regulatory responsibilities associated with being a fiduciary, • An...

In this enlightening episode of "The Complete Advisor," host Dennis Mattern sits down with David Schliesman, Senior Vice President at Allianz, to unravel the perplexing question: Why do successful advisors fail?

With the fate of tax deferral strategies and potential legislative shifts hanging in the balance, this episode is a goldmine for anyone looking to safeguard their retirement against the winds of political change.

Dive deep into the world of Life Insurance Retirement Plans (LIRPs) with host Dennis Mattern and financial maestro Adam Gulin, founder of Pinpoint Financial Services. This insightful episode uncovers the pros and cons of utilizing life insurance in financial strategies, shedding light on lesser-known aspects that could revolutionize your approach to retirement. Whether you're a seasoned advisor or...

Dennis Mattern welcomes Harrison Quinn, the visionary Founder, Advisor, and CEO of HDQ Wealth, for a conversation that ventures into the often overlooked yet pivotal demographic known as "Henrys" - High Earners Not Rich Yet. Harrison, who daringly launched his firm in the peak of the pandemic, brings a fresh perspective on wealth management, drawing from his eclectic background that spans drone se...

In this episode of "The Complete Advisor," host Dennis Mattern is joined by two distinguished guests: Kelly Carter, CEO of Beacon Retirement Planning Group, and Scott Bushkie, Managing Partner and Founder of Cornerstone Business Services. Together, they delve into the vital yet often overlooked topic of business exit strategies, a crucial area where most business owners' net worth is deeply intert...

In this enlightening episode of "The Complete Advisor," host Dennis Mattern welcomes Mike Terrio, President of The Terrio Group, for a deep dive into the challenges and intricacies of financial advising. The conversation delves into common objections advisors face, like the dreaded "I already have an advisor," and how to transform this objection into an opportunity for deeper conversation and pote...

In this enlightening episode of The Complete Advisor, host Dennis Mattern sits down with a top advisor and delves into the transformative journey of authoring a book as a financial advisor. The guest shares personal motivations and the profound impact their book has had on their practice and client relationships. From the initial inspiration to the meticulous process of writing and publishing, the...

In this compelling episode of The Complete Advisor, host Dennis Mattern sits down with Becky Swansburg, the insightful CEO of Stonewood Financial and a seasoned Washington political insider. With the 2024 national elections looming, they delve into the pivotal relationship between election outcomes, tax policy evolution, and government spending trends. This discussion is crucial for anyone looking...

In this episode of "The Complete Advisor," host Dennis Mattern welcomes this top advisor to share her unique approach to hosting financial workshops. Discover how this guest's innovative strategies at university settings are changing the game, attracting the right clients, and enhancing their firm’s credibility. Dive into her journey as they explore different venues from senior centers to librarie...

In this eye-opening episode of The Complete Advisor, host Dennis Mattern delves into the revolutionary world of "Nowcasting" with guests from QuantCube Technology. This technology, a powerhouse in real-time data analysis, is transforming the way financial advisors and institutional investors make decisions. Imagine having the ability to analyze the current state of the economy and financial market...