On this week’s episode we speak with Meg Bartelt, Founder and President of Flow Financial Planning, on how to master the virtual client experience. Transitioning into financial planning from a role in the tech world gave Meg a natural market she has developed into a thriving business. She describes how a tight focus on her...Continue reading
It turns out the clients are interested in discussing the retirement plans of their advisors. They know you won’t work forever. Involving them in the process of transitioning the leadership of a firm or through a merger is the ultimate way of being client-driven. It is an opportunity to incorporate their needs and desires into...Continue reading
On this week’s episode we speak with David Wood, Founder and CEO of Play for Real and Focus.ceo, on how to avoid distraction and the steps needed to help you achieve the success you deserve. David is an author, coach and entrepreneur. In this conversation he provides us with a blueprint to avoid distractions and...Continue reading
This week’s podcast is all about creating a powerful personal brand and platform with insights from Katherine Liola, the Founder and CEO of Concentric Private Wealth. Katherine is an educator, speaker, podcaster and writer, and truly understands what it takes to build a brand and platform. We focus on the opportunities to enhance profile in...Continue reading
Many advisors say that ultimately what they offer clients is peace of mind. And it’s undermining their business development goals. It actually makes you invisible. The objective of a client-driven brand is to stand out from other advisors in the mind of your client. Stand out by offering something of specific value your ideal clients...Continue reading
David Finley knows that creating rich experiences for clients is the most powerful engagement strategy. In this episode we talk with David about how his company, Living Wealth Media, helps advisors partner with international lifestyle brands to produce unique invitation-only events for their clients that create memorable experiences and differentiate them. Our discussion leads off...Continue reading
Ancient Cherokee society had two governments, White and Red. The White government ruled in times of peace. Comprised of men and women over 50, they sought wisdom in decision-making. The Red government, younger and valuing bravery, took over during times of war. The Cherokee recognized in the structure of its society that different circumstances demanded...Continue reading
This week’s episode of Becoming Referable features master strategist Jill Lublin. Jill’s work is focused on attracting attention and all the positive business outcomes it can generate, including referrals. We discuss several ways of attracting referrals and start with kindness. You may not think of kindness first when contemplating how to attract more clients but...Continue reading
President Trump lit the Twitterverse on fire and sent pundits scrambling for their cameras and microphones this week when he suggested that the combination of the pandemic and irregularities in mail-in voting suggest that we should delay the November election. One thing the president does well is attract attention. And financial advisors can learn from...Continue reading
In this week’s episode we are thrilled to speak with Brent Weiss. Brent is the Co-Founder and Chief Evangelist of Facet Wealth, a fintech and financial life planning firm whose mission is to make high quality financial advice affordable and for everyone. Many advisors talk about leveraging technology to make their businesses more efficient (often...Continue reading