EP 89 | The Making of a Leader with Aaron Miller

 05.18.22 | 41:22 LISTEN TO PODCAST

EP 88 | Building Authority and Expertise as a Financial Advisor with Mike Saunders

 05.11.22 | 37:40 LISTEN TO PODCAST

EP 87 | Exploring the Human Side of Advice with Brendan Frazier

 05.04.22 | 43:01 LISTEN TO PODCAST

EP 86 | Asset Management for RIAs and their Clients with Mike Sorrentino

 04.27.22 | 37:15 LISTEN TO PODCAST

EP 85 | Navigating Planning, Risk Management, and Insurance with David Appel

 04.20.22 | 42:16 LISTEN TO PODCAST

EP 84 | Taking the Leap of Faith: Becoming an Independent Advisor with Shanna Tingom

 04.13.22 | 53:06 LISTEN TO PODCAST

EP 83 | Raising Diverse Voices in Wealth Management & Financial Services with Sonya Dreizler and Liv Gagnon

 03.30.22 | 01:02:32 LISTEN TO PODCAST

EP 82 | Executive Search and Recruitment for Financial Advisors with Blair Lewis

 03.16.22 | 44:19 LISTEN TO PODCAST

EP 81 | Driving Business Development through Podcasting with Austin Peterson and Landon Mance

 03.10.22 | 51:25 LISTEN TO PODCAST
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How to Use Client Segmentation to Increase Profitability

SUMMARY: Managing financial relationships takes a lot of planning. Figuring out how to serve both small and large clients requires careful thought. By focusing on client segmentation, you can strike a perfect balance of service that is right-sized for your clients — which can increase client satisfaction and long-term profitability. As financial advisors, we work […]

02.24.22 | David DeCelle | 0 Comments
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Starting a Financial Advising Practice

What Advice Are We Actually Selling?

The Reality of Becoming a Junior Partner in a Financial Planning Firm

The Art of the Financial Planning Checklist

Three Pillars of Financial Advisor Marketing and Client Acquisition

The Conundrum of Financial Designations

Rethinking The Real Reason You Are A Financial Advisor

The Importance of Picking the Right Financial Advisor

Rethinking Your Focus Area/Niche Selection

What A Lightsaber Can Teach You About Marketing

Put Me in Coach, I’m Ready to (stop) Playing Advisor

Don’t Be a Bagel Salesman

How to Get Gross Revenue to 500K

The Importance of the Offer

The Myth of Time Management

4 Ways to Scale Your Financial Advisory Practice

#1 Mistake Financial Advisors Make in Their Sales Process

What is Wealth Management?

The Fallacy of the Hourly Advisor

The Conversation You Should Have (with Yourself)

Once Upon a Time in Niche Fantasyland

The 5 Advisor Personality Types

Low Cost Facebook Audience Building

You Want to Do What in Vegas?

Marketing Through Uncertainty

The Parable of the Excess Returns

The Power of Why

The Value of Trusted Advice

The Sacrifice of Building a Business

Why You Should Fire Your Coach

The Number One Competitor for Financial Advisors

The Anti-Niche Opportunity

The Trouble with Consistent Sales

Solving the Fee Formula

The Balboa Hiring Strategy