The Complete Advisor

🔊 Join Dennis Mattern in this enlightening episode of "The Complete Advisor," as he hosts Mark Roberts, the innovative owner and president of Affinity Asset Management, and Stacy Drake, the astute Marketing Manager at Affinity. Dive deep into the world effective financial workshops and marketing strategies that have made Affinity Asset Management a beacon of success. 🔑 Key Highlights: 1. **The A...

🎙️ Dive into a compelling episode of The Complete Advisor, where Hannah Gerstner welcomes Mary DeRussy, Director of Financial Planning at DeRussy Financial Group. In this enlightening session, Mary, with over 30 years of experience, shares her profound insights into the financial world, especially regarding women and finance. 🌟 Key Highlights: - **Empowering Women in Finance**: Discover why Mary...

In this compelling episode of "The Complete Advisor," host Dennis Mattern welcomes HR expert Kelly Rice from CreaviveOne for an in-depth discussion on the intricacies of human resources in the advisory sector. This episode is a must-listen for anyone in the advisory industry, from seasoned professionals to newcomers. Kelly, with her extensive HR background, sheds light on crucial topics such as em...

In this enlightening episode of "The Complete Advisor," host Dennis Mattern engages in a captivating dialogue with Kelly Rice, the seasoned HR Director at CreaviveOne. With over 27 years of experience in human resources, Kelly brings invaluable insights into the complex world of hiring, especially in the post-pandemic landscape. Dive into a journey exploring the nuances of finding the right fit fo...

You've landed at another engaging episode of "The Complete Advisor" with host Dennis Mattern, featuring David Treece, the innovative Founder of Clients Excel Financial. This episode reveals the magic behind David's exceptional newsletter, a key element in his strategy for building genuine client relationships in the financial advisory world. Discover David's journey from a budding high school writ...

In this captivating episode of "The Complete Advisor," your host Dennis Mattern sits down with Frank Oliver, President & Founder of Oliver Asset Management. Together, they dive deep into the intriguing world of financial advisory workshops, revealing Frank’s secrets to success and sharing anecdotes that will leave you both entertained and informed. Discover how Frank has built a thriving finan...

Welcome to "The Complete Advisor," where each episode brings you cutting-edge insights from the financial industry's brightest minds. This week, we're delving into an episode that could very well signal a paradigm shift in the world of wealth management. We're all very familiar with the traditional asset under management fee-based model; markets go up - advisor gets a raise, markets go down - advi...

Join us for an insightful discussion on the crucial topic of life insurance mistakes. In this episode, our host, Dennis Mattern, speaks with Carle Atkinson, Principal at Nexus Advisory Group, an expert in the field. Dennis and Carle uncover common mistakes made by clients, particularly high-net-worth individuals, who may overfund life policies due to a lack of education or poor advice. They emphas...

In a rapidly changing industry where artificial intelligence and chatbots are dominating conversations, many financial advisors are left wondering about the future of their profession. Join us in this riveting episode of "The Complete Advisor" hosted by Dennis Mattern, where we delve deep into the ever-evolving world of technology and its impact on financial advising. Our special guest, Steve Gold...

In a world of ever-changing tax laws and elections, financial advisors need to stay ahead of the curve to protect their clients' hard-earned savings. Join us on this episode as we dive deep into the implications of the 2024 election cycle and its potential consequences for American savers. Our special guest, Becky Swansburg, an expert in taxation and taxation risk mitigation with a background in W...

We work so hard to get in front of that next potential client, but what happens when we have to say “thank you, but no thank you” to a qualified prospect? In this episode of "The Complete Advisor," we talk with Jim Toddy about his experience handling a qualified prospect who turned out to not be a fit for his practice. We walk through how they met, what happened during the fact-finding meeting, an...

What does it take to truly be a successful advisor? You need an effectively run office so you can focus on clients. In this episode, we are joined by Michelle Earp, VP of Operations at a successful financial firm, and we break down what it takes to support an advisor and put the firm in the best opportunity for success. Key takeaways: - Michelle’s tips on weekly scheduling for maximizing efficienc...

There's a lot of work that goes into making a dinner seminar successful. Although seminars are an efficient way to build your pipeline, they're not cheap and you need to make sure that you are taking care of all the details to make sure that you are maximizing your ROI. In this episode, we take a deep dive into the details of a successful dinner seminar. We're joined by Todd Wooten who has been ho...

A national survey found that Financial Advisors rank #3rd as a source of retirement planning information. Are you doing a good job keeping in touch with your clients? 64% of surveyed clients said they feel like their advisor contacts them “infrequently”…not good! In this episode, we welcome Robert Sofia, CEO of Snappy Kraken, a company that provides automated growth programs for financial advisors...

Ever wonder how to find that perfect balance of client communication between too little and too much? Take a listen to this episode with guests Robert Sofia, CEO of Snappy Kraken, and Perry Boles, Chief Marketing Officer at CreativeOne. In this episode, we talk about the importance of effective communication, consistent communication, and having a well-rounded branding platform to support your pra...

In this follow-up episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia discuss the Retirement Income Style Awareness (RISA) framework, designed to help financial advisors understand clients' retirement income preferences. During our discussion, we talk about: How RISA guides advisors in creating tailored retirement strategies aligned with clients' preferences. Why using RISA...

In this episode of the Complete Advisor Podcast, guests Wade Pfau and Alex Murguia introduce the Retirement Income Style Awareness (RISA) framework, a program designed to help financial advisors understand clients' preferences for sourcing retirement income. During our discussion, we talk about: The shift from a traditional investments-only approach to retirement planning to a more comprehensive s...

As a financial advisor, you have to be able to navigate the virtual world. If you can’t or won’t, you're going to be left behind. Your clients expect it, your prospecting needs it, and your plans for growth will fail without it. In this episode we have a great conversation with Harry Jameson and his son Gregory. Harry has a practice that focuses on serving federal employees nationwide. Harry, with...

Prospects have questions, you need to have answers! In this episode, I ask Erik Bowman how he would respond to five questions from prospects an advisor needs to be able to answer. Take a listen! ----- This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and...

Undeniably, money has the potential to create problems in a relationship. From disagreements over spending habits, investing philosophies, and beneficiaries, the list of financial-related conflicts is extensive and can lead to significant tension, conflicts, and even the breakdown of a relationship, possibly leading to divorce. These challenges are not limited to therapists and lawyers; financial...

When you entered this industry, I'm sure one of the tips you received was the importance of networking with other professionals. In our line of work, it's only natural to connect with CPAs and Attorneys. Working with them as part of a client’s trusted team is important and they should be valuable sources of referrals. Unfortunately, it often turns into a one-way street—outgoing referrals without r...

Subscribe to the Complete Advisor Podcast on your favorite podcast app. Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor Spotify: https://bit.ly/Spotify-CompleteAdvisor Amazon Music: https://bit.ly/Amazon-CompleteAdvisor Google Podcasts: https://bit.ly/Google-CompleteAdvisor Stitcher: https://bit.ly/Stitcher-CompleteAdvisor Pandora: https://bit.ly/Pandora-CompleteAdvisor

Subscribe to the Complete Advisor Podcast on your favorite podcast app. Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor Spotify: https://bit.ly/Spotify-CompleteAdvisor Amazon Music: https://bit.ly/Amazon-CompleteAdvisor Google Podcasts: https://bit.ly/Google-CompleteAdvisor Stitcher: https://bit.ly/Stitcher-CompleteAdvisor Pandora: https://bit.ly/Pandora-CompleteAdvisor

https://www.thinkadvisor.com/2023/03/01/13-things-clients-dont-get-about-taxes-advisors-advice/ Subscribe to the Complete Advisor Podcast on your favorite podcast app. Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor Spotify: https://bit.ly/Spotify-CompleteAdvisor Amazon Music: https://bit.ly/Amazon-CompleteAdvisor Google Podcasts: https://bit.ly/Google-CompleteAdvisor Stitcher: https://bit.ly...

Subscribe to the Complete Advisor Podcast on your favorite podcast app. Apple Podcasts: https://bit.ly/Apple-CompleteAdvisor Spotify: https://bit.ly/Spotify-CompleteAdvisor Amazon Music: https://bit.ly/Amazon-CompleteAdvisor Google Podcasts: https://bit.ly/Google-CompleteAdvisor Stitcher: https://bit.ly/Stitcher-CompleteAdvisor Pandora: https://bit.ly/Pandora-CompleteAdvisor