Advisorist Podcast

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Latest Episodes:

EP 26: Selling Experiences with Scott Poposki Jul 10, 2020

Show notes

Michael Levin interviews Scott Poposki, the author of ‘Camera Focus: What
Photography Teaches About Business, Life, and Success’. Scott created a very
successful business around photography and marketing. In this podcast, he shared a lot
of ideas and practices about hyper-focusing, measuring back, and most importantly,
selling experiences.

In this episode,

“You will create a great experience and that's what people want. Enjoy of an experience that we're delivering.” – Scott Poposki

Have that such hyper-focus and understanding that measure back
Be confident and make a difference
Offer something unique
Create a great experience for people
Let people share and broadcast their experience

Contact Scott Poposki -

Website: www.camerafocus.com or www.photosinaminute.com

Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

EP 25: Michael Levin Interviews Jane Atkinson Jul 10, 2020

Show notes

Jane Atkinson is the author of four best seller books including ‘The Wealthy Speaker
2.0’, ‘The Epic Keynote’, and ‘The Wealthy Speaker Daily Success Planner’. She’s also
one of the top business managers for speakers establishing the famous, ‘Wealth
Speaker University’. In this podcast, she shared a lot of tips and advice for emerging
speakers and for people who are just getting started.

In this episode,

“You stand in front of 500 people, and now you're having richer, deeper conversations with a lot of people who may then want to use your services.” – Jane Atkinson

Explore the benefits of becoming a speaker
Have richer and deeper conversations with people
Have a clear path and process
Develop your selling superpower
Go out and make your own opportunities

Contact Jane Atkinson -

Website: www.speakerlauncher.com

Ep 24: Role of Advertisers and Marketers with Joe Marich Jul 10, 2020

Show notes

Michael Levin and Joe Marich highlight the importance of hiring marketers and advertisers. Joe Marich, one of the top publicists in the media industry and Marich Media Inc., shared a lot of best practices and current challenges present in the marketing and business world.

In this episode,

“You need somebody, a professional, to help you get your message out about your
product or service because you might not know what you're doing.” – Joe Marich

Have a good topic of interest for your desired content
Consider a local angle
Have a clear message, it cannot be self-serving
Make sure to have three major points
Invest in hiring good advertisers and marketers

Contact Joe Marich -

Email: joemarich@marichmedia.com
Website: www.marichmedia.com

EP 23: Michael Levin Interviews Richard Manders Jul 10, 2020

Show notes

Michael Levin and Richard Manders had an insightful discussion on different current
marketing strategies. With his background as a co-founder of Freescale Coaching
Systems, Richard shared innovative and relevant practices based on actual
experiences and various sources. He also gave a lot of pointers for those who are new
to business.

In this episode,

“I think the first part of the marketing question is being really clear about who the core
customer is, and what is the value you're bringing to them.” – Richard Manders

Seek guidance
Build a good structure for your business
Be clear about your core customers and the value you will be providing
Learn from the experiences of other experts in the field

Contact Richard -

Website: www.freescalecoaching.com

EP 22: Beauty of Analytics with Gary Kadi Jul 10, 2020

Show notes

Michael Levin interviewed the Founder and CEO of NextLevel Practice, Gary Kadi. Gary
Kadi shared a lot of his best and most relevant practices in his business. He highlighted
the beauty of analytics as a very helpful tool in scaling and maintaining possible trends
and issues in business.

“Adopt the new methodology because if not, you're going to stay archaic, and if you don't communicate the way millennials want to be communicated to, you're not going to adopt new patients and certainly not adopt new team members.” – Gary Kadi

Adopt new methodologies
Learn from scaling moments
Know and analyze your marketplace
Be known, own, and be great at one thing
Invest in business analytics

Crucial takeaways:

Learn from consultants and adopt new innovations. With the help of consultants
and new practices, you would be able to scale. Learn from these scaling
moments.
According to Gary, you must adopt the new methodology to effectively
communicate with new clients and new team members.
Create happy teams that implement sustainable results.
For your business to stand out, you have to be known, and be great at one thing.
It can streamline and focus your marketing.
You can greatly benefit from analytics. This would help you predict and examine
possible trends and issues in your business.

Contact Gary - Email: gary@nextlevelpractice.com
Website: www.nextlevelpractice.com

EP 21: Michael Levin Interviews Sara Stratton Jul 10, 2020

Show notes

“Getting those positive reviews and driving people to your Amazon (online) page is
really where you as an author will see the most success, to begin with.” – Sara Stratton

Aim for POSITIVE REVIEWS
Choose and expand your MARKET
Producing a book requires both PROFESSIONAL and PERSONAL processes
Use your product as your BUSINESS CARD

In this episode,

Start your business by getting the clients’ positive reviews. From there, you must work on maintenance.
Sara Stratton recommends focusing on a market you already know. They can be your
friends, your family, your neighbor, your colleagues, or anyone you can talk to. You can get them to Amazon and ask them to leave an honest nonpaid review.
Don't be shy. Post on various social media sites, find a group, find a hashtag, and
hashtag your product.
You can use your book or your product as sort of like a business card. Send the book
out to your prospective clients, and show them who you are, and what your business is all about.
Producing a book requires both professional and personal processes. Treat the process as a creative practice and make it a bit personal so you would effectively get your message across.

Sara's story is inspirational. It also serves as a useful blueprint for anyone with a message or knowledge who wants to share it but doesn’t know where to start.

[Sara Stratton www.redwooddigitalpublishing.com Phone: (949) 829-BOOK (2665) Instagram: redwoodpublishing]

EP 20: America's # 1 Business Consultant Tells All Sep 16, 2019

Show notes

Wealth is not money. Money is simply the fuel. Wealth is discretionary time. The ability to do what you want, when you want is real wealth.

In this podcast, Alan enumerates on diverse tips and strategies that can be used to kick start your own journey as an advisor:

In order to stand out, you should become a contrarian and someone who is provocative. You should be able to suggest preferred methods of doing a certain thing. This means that you should not stop thinking of something new.
People trust their peers and peer references more than the most common ways to utilize a certain service. Aim for referrals. Do not conform to what is easy and usual, like common forms of advertisement.
Organizing your time and yourself can lead to better productivity and a good number of accomplishments.
Identify your clients thoroughly. Worst clients keep complaining and best clients give you the benefit of the doubt, which supports the idea that customers aren’t always right.
Work on your skills – specifically writing and speaking. These are crucial productive skills in getting your message and service across.
Perfection can be the enemy of excellence. You should always give your best and know that there are chances to fail. If this happens, you must have the resilience to bounce back.
Do not make unguaranteed promises. Do your best to help your client achieve reasonable goals and objectives.

Alan Weiss is a renowned consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc. has clients of over 500 leading organizations.

He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world.

EP 19: The Speaker's Platform -- Getting Fun and Lucrative Gigs Sep 16, 2019

Show notes

In this podcast, we discuss:

Guidelines for TEDx Talk
TEDx Talk subject - Parenting is a Breakthrough, not a Break from your career.
Saying yes to the right questions to secure TEDx Talk
Experience as a speaker as a pre-requisite to giving a TEDx Talk
The popularity of TEDx Talks, even though they are non-paid.
TEDx talks selected for placement on TED.com website
Criteria for moving from TEDx to TED talks
Process of building a speaking career to supplant or replace income.
How a Speaker's Bureau works, along with advantages and process.
Coaching individuals on topic selection, writing and delivering a speech

Bea Wray has dazzled audiences for 20 years speaking about entrepreneurship, leadership, and women in business.

Although she has been taught by the best minds in academics and business at Harvard Business School, motherhood was what really taught Bea how to negotiate, communicate in the business world, think on her feet and adapt to ever-changing circumstances. Raising three kids is undoubtedly the best training for understanding what it takes to succeed and thrive in the entrepreneurial universe. Those lessons traveled directly from the playroom to the boardroom.

EP 18: Inside Digital Marketing, and What Makes People Do What They Do Sep 16, 2019

Show notes

For a change of pace, Michael puts Jeremiah Desmarais in the hot seat to talk about digital marketing. Jeremiah doesn’t disappoint and gives away tips you can start using immediately.

In this episode, Jeremiah takes you inside the world of Advisorist and helps jumpstart your digital marketing efforts:

The single, most accountable way to grow your business.
EASY SOLUTION to keep your digital marketing and social selling efforts within regulatory compliance.
This one thing is maybe the most effective (and easy) way to post on LinkedIn.
How to make a POWERFUL, PERSONAL and PROFESSIONAL first impression with your new social connections and followers.
Are you giving your social connections a good enough reason to initiate a relationship with you?
Referrals vs. digital marketing; where should you put your effort.
The inside scoop on how to move a prospect from CONNECTION to RELATIONSHIP to CLIENT.
Your most consistently producing strategy for growing business.

Jeremiah Desmarais is an acclaimed digital marketer. He is the CEO of Advisorist, author of Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisor, and a popular TED Talk speaker.

When it comes to marketing, Jeremiah practices what he teaches. He builds his own business using the same tools and strategies he shares with others. So you know that the strategies and techniques presented are up-to-date and well-proven.

Jeremiah, like so many of our podcast interviewees, talks about consistent persistence. Now you’ll discover how it pays off in your business.

EP 17: Strategies to Combat Financial Illiteracy within the Sound of Your Voice Sep 16, 2019

Show notes

Jim Silbernagel is more than a certified financial planner and insurance agent; he’s also a fighter. He is fighting to raise the financial literacy of people within the sound of his voice.

In this episode, Jim shares his ideas on diversification, collaboration and communication:

How do you approach business: transactional or holistically? And why it may matter.
A strategic collaboration that gives advisors a role in estate planning.
Why your competition may be getting your business, and what you can do about it.
Understanding the power and potential in family financial meetings.
The BIGGEST MISTAKE most advisors make may cause you to leave money on the table.
Should you leverage a turnkey communication vehicle or start your own podcast from scratch?
The POWER OF FORESIGHT: Why it matters, how you can acquire it.
Should you specialize or diversify your practice?
The app you should be leveraging to book more meetings.

In the process of educating his audiences on financial topics, Jim Silbernagel is getting the word out about who he is and what he does. His vehicle is called Real Wealth Media.

If you have aspirations for reaching your audience, your market, to help raise their financial literacy and promote your practice, Jim shares advice to get you started.

Jim takes a very practical and common-sense approach to building a practice. His innovative strategies may help you find new ways to grow your own business.

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