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Profitable Advisor

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Location:

United States

Language:

English

Contact:

9193781410


Episodes

What Happens When Your Marketing Doesn't Work?

3/14/2019
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Perhaps your digital marketing campaigns and retirement seminars don't seem to be landing you clients. If so, ask yourself why. On this edition of the podcast, we'll examine your marketing message, your approach, and your follow-up. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/what-happens-when-your-marketing-doesnt-work/

Duration:00:46:40

Marketing With Dr. Dee

3/1/2019
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Dave Dee works with No B.S. Inner Circle (Formerly GKIC) as an independent consultant. He joins the podcast to discuss effective marketing strategies. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/marketing-with-dr-dee/

Duration:00:51:50

Episode #63: Marketing Through Charity

2/1/2019
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Not all marketing strategies work. On this newly refurbished edition of the podcast, we outline why marketing your business through a charity is probably doomed to fail. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-63-marketing-through-charity/

Duration:00:54:06

Episode #64: How To Do A Client Review

2/1/2019
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We've received several questions on how to conduct a client review. Join us as we outline the best practices for meeting with your clients. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-64-how-to-do-a-client-review/

Duration:00:35:13

Episode #62: Selling Systems

1/1/2019
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Selling systems are important. They help you determine to whom you should offer your services as an advisor. Dan explains. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-62-unpacking-selling-systems/

Duration:00:22:55

Episode #61: 10 Step Program For Financial Advisor Success

12/4/2018
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Join us as Dan unpacks 10 steps for financial advisors to follow to achieve success in the industry as they seek to create profit-based practices. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-61-10-step-program-for-financial-advisor-success/

Duration:00:27:49

Episode #60: Target Marketing

11/7/2018
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Target marketing is a buzzword we often hear in the financial world. Join us as we explore that concept and how it could benefit your practice. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-60-target-marketing/

Duration:00:54:28

Episode #59: Running Your Business Like Clockwork

10/1/2018
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Running your practice like clockwork is key to building a profit-based business. Dan shares the importance of systems and his thoughts from a recent book. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-59-running-your-business-like-clockwork/

Duration:00:50:19

Episode #58: Fire The Coach

9/6/2018
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Are you working with a coach or an implementer? Dan explains why you need to work with someone who will help you implement ideas and maximize your profits. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-58-fire-the-coach/

Duration:00:52:21

Episode #57: You’d Better Get 100 Percent Of Your Client’s Money

8/15/2018
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This isn't to be greedy, but you need to get 100% of your client's money. Only getting access to smaller portions of a client's portfolio opens you up to too many opportunities for failure. Dan will tell us why that's the case and why you shouldn't be scared to commit to implementing this strategy and mentality in your practice. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-57-youd-better-get-100-percent-of-your-clients-money/

Duration:00:20:06

Episode #56: Defuse - How The New Book Moves The Needle On The Tax Conversation

8/2/2018
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Dan has a new book out. It's called "Defuse: 7 Steps to Saving Your 401k from the IRS." He'll tell you why he decided to put so much focus into this topic and conversation and give you details about how you can benefit and co-author editions of the book. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-56-defuse-how-the-new-book-moves-the-needle-on-the-tax-conversation/

Duration:00:22:25

Episode #55: College Planning. A Gateway To New Clients.

7/1/2018
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Dan has been meeting with a lot of financial advisors lately and learning about different strategies they use to grow and market their practices. There's one particular strategy raising his eyebrows at the moment. College planning. Dan sees how this strategy can be beneficial to a holistic practice, but only if executed the right way. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-55-college-planning/

Duration:00:25:36

Podcast #054: Minimalism - Why Less Is More

6/14/2018
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Minimalism isn't really a new concept, but when put into practice in your business, it can lead to big profits. Dan explores this practice's impact after watching a recent Netflix documentary. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/episode-54-minim…why-less-is-more/

Duration:00:20:45

Podcast 053: Making Your Book A Lead Generator

6/1/2018
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Following up on our discussion about the value of publishing a book to attract prospects, today we’re going to talk about how to make that book work for you. If you’re going to take the time to write it, then you should make sure to maximize its potential as a powerful sales tool. In this episode, Dan breaks down how to do it. He shares details about how you can use your book to establish yourself as someone with authority in the financial planning world, as well as how to market it...

Duration:00:23:24

Podcast 052: Marketing Funnel Design

5/15/2018
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Back in "the old days," marketing was pretty simple. You'd send out 5,000 invitations to attend a workshop about retirement planning, about 50 people would show up, and you'd get 25 clients. Today, those results rarely happen for advisors and yet, vendors like FMO's and Turn Key Asset Managers keep encouraging advisors to do them. Now, the new buzzword is "funnels." On today's podcast, Dan will tell us what a marketing funnel looks like, whether they work at all, and if they do, what makes...

Duration:00:25:34

Podcast 051: The Freedom Of A Profit-Driven Advisor

4/26/2018
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We talk all the time about the freedom you gain when you run your practice with a profit-driven mindset. Does that freedom include the ability to live anywhere you want? Could you pick up your bags and move a few time zones away and keep your practice intact? What about the freedom to turn prospects away? Can you get comfortable enough to hire someone else to run your day-to-day activities in the business? Dan will lay out how systems, profit focus and other goals help lead to increased...

Duration:00:26:56

Podcast 050: Books, Blogs, Podcasts, And Websites With Which You Should Engage

4/12/2018
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Most prolific content creators do a lot of reading. Dan is no different. On this podcast, he'll share with us some of his favorite books, podcasts, blogs, and websites. He thinks all of these resources would be helpful to anyone looking to run a profit-based financial practice. We'll also cover what you might have missed at the most recent Renegade Advisor Initiative in Cincinnati. Listen in to learn what you should be reading, listening to, and following out there in the media and...

Duration:00:28:59

Podcast 049: Profit Margins

3/23/2018
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Dan shares stories with us about advisors who get caught in the trap of achieving aggressive sales goals while losing focus of how much profit their businesses are earning. It's a dangerous game to play that limits your freedom and flexibility. Hear a few tangible examples of how an advisor was able to dramatically change the trajectory of not only his future, but the future of his family by making some simple tweaks regarding his focus and approach to building a practice. You can find...

Duration:00:15:16

Podcast 048: To Charge Or Not To Charge (A Planning Fee), That Is The Question

3/22/2018
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Should you charge a planning fee? Is it OK to always do your planning and consultations for free? If you do charge, is it OK to waive the fee from time to time? These questions plague so many advisors, and today Dan shares where he stands in the debate. In this episode, he takes a look at the history of how planning fees became both commonplace, but also an element so easily passed over by many advisors. He'll also share his opinion on why you should or shouldn't charge a planning fee in...

Duration:00:32:41

Podcast 047: The Concept Of A Family Office

3/15/2018
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A "family office" is traditionally described as a full-service firm that only serves the ultra wealthy or families with $100 million net worth or more. Dan doesn't see the concept of a family office as a bad thing, but certainly defines it a little differently than that. On this podcast, he'll tell us how you should properly view that concept of a family office and the ways you can structure those relationships. Plus, he'll tell you about a time he made a really stupid mistake. Seriously, he...

Duration:00:15:18