Top Advisor Marketing Podcast

Latest Episodes:

Future Planning: Are You Preparing Your Clients To Live Past 100? With Ric Edelman (Ep. 410) Apr 11, 2023

Show notes

Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors aren’t.

Legacy Letters: Help Clients Connect With Their Children Now & Forever With Blake Brewer (Ep. 409) Apr 04, 2023

Show notes

If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?

In-Person Events Accelerate Client Relationships – Try These Fun Ideas! With Scott Heinila (Ep. 408) Mar 28, 2023

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Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?

How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407) Mar 21, 2023

Show notes

There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor. According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½. This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.

Don’t Be Afraid to Niche: How To Build Your Practice by Narrowing Down With Darren Wurz (Ep. 406) Mar 14, 2023

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Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.

How Your Practice Can Play a Bigger Role in Mentorships With Kellan Brown (Ep. 405) Mar 07, 2023

Show notes

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?

Tell Life-Changing Stories, Even if You’re Not a “Natural Storyteller” – Here’s How! With Christine Luken (Ep. 404 ) Feb 28, 2023

Show notes

Clients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives.

“I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403) Feb 21, 2023

Show notes

Wouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life?

How To Become a More Influential Advisor With Dr. Daniel Crosby (Ep. 402) Feb 14, 2023

Show notes

Every facet of an advisor's job has influence at the heart of it, according to Daniel Crosby. What can advisors do right away to become more influential?

Are You Podcasting Yet? Top Reasons for Advisors To Embrace This Medium With Candice Carlton (Ep. 401) Feb 07, 2023

Show notes

If you’re not podcasting yet, the question is…“Why not?”

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