The Influential Advisor Podcast

Liz Briggson is the Director of Education and partnerships at Encoursa. Encoursa is an industry-leading online learning platform designed for CPAs and the companies who serve them. They specialize in demand generation webinars designed to enhance your content marketing strategy and are a NASBA-approved sponsor of continuing professional education (CPE) credit for CPAs. Episode Sponsor: More Client...

Mike Jesowshek is the Founder of Jetro, a modern day, innovative accounting firm servicing small business owners across the country.  Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.  What you’ll learn from this episode: Mike’s experience...

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage and empower its clients with greater clarity and...

Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick.   Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and...

Dr. Aprille Trupiano, CEO of AT International, has worked with business owners around the globe for 15 years - focusing in the US particularly in the financial services, mortgages, and insurance (Life Insurance, P&C Insurance, Health Insurance) - to blow the lid off their business. After using her proven proprietary systems, clients say they make more money than ever before (without working ha...

Jamie L. Mendelsohn has presented nationally on the topics of increased longevity, policy appraisals, and life settlements. She has been published in Trust & Estates and Society of Financial Service Professionals. She is the Executive Vice President of Ashar Group, an independent life settlement resource for financial professionals and fiduciaries.  Episode Sponsor: More Clients More Fun is a...

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In this episode we interviewed Michael Moore, Owner of CDP Insurance Services. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. Key Facts We Discussed - Michael started out in a small brokerage firm at the beginning of his career - He even...

In this episode we interviewed Gina C. Wells, Owner of Advanced Capital Group. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. Key Facts We Discussed > Gina has been in the life insurance business for 25 years and a career agent with O...

In this episode we interviewed Jason Mericle, Founder of https://restrictedproperty.com/ . Jason shares with us his story of how is using digital marketing tools to be able to attract an inbound flow of leads of affluent business owners and tax advisors. He also shares how he is using those same tools to be able to speed up the sales process through the use of on-demand webinars that help educate...

In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years. And how she is today very effectively using both "seminar marketing" and LinkedIn to very effectively grow her practice. Episode Sponsor: More Clients More Fun is a lead generation and content...

In this episode, we speak to Buck Adams. A former undercover cop, and now a senior executive at a leading multinational financial services firm that works with more than half of the billionaires in the world. Buck discusses the lessons he learned as a undercover cop such as being able to read someone's body language and how he uses that now to build trust with the the wealthiest people on the...

In this episode, we speak to Mike Bell, Executive Vice President of First Financial Resources (FFR) and former head of Pacific Life. Mike discusses what it takes to be a top level producer and how FFR helps high-level independent life insurance producers obtain the highest compensation in the industry, by removing the "middleman." Episode Sponsor: More Clients More Fun is a lead generati...

In this episode we interviewed Mark Larivee, Managing Partner & Founder Attorney Tax Savings LLC. Mark discusses how he is using LinkedIn to attract high-income attorneys and law firms nationwide. In less than a year he has been able to generate cases worth $1.5 million of target premium, all without ever having to leave his home office in Denver, Colorado. Episode Sponsor: More Clients More F...

In this episode, we speak to Matt Zagula, FORBES Best Selling author of SMART Retirement. (Strategic Movement Around Retirement Taxation) Matt helped create over $1 BILLION DOLLARS of revenue as a coach/consultant. He has worked with marketing luminaries Dan Kennedy, Frank Kern, and John Carlton, and is a go-to resource for advisors across the country. Episode Sponsor: More Clients More Fun is a l...

In this episode we interviewed Alex Sonkin, CEO and Founder of Virtual Family Office (VFO) Hub. Alex shares his story of how he helps Elite CPAs and Family Offices retain and attract high-net-worth clients through his revolutionary approach that is disrupting the financial services industry.  Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helpi...

In this episode we interviewed Shane Walls, CEO of Advisor Bridge Asset Management. Shane shares with us his story of going from $200,000 to $2.5 Million of target premium (in less than 2 years) using LinkedIn. Episode Sponsor: More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value cli...