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Profitable Advisor

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United States

Language:

English

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9193781410


Episodes

Celebrating the Life and Lessons of Dan Kennedy

9/3/2019
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In recent weeks, Dan Kennedy’s health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate his life and what he’s taught us along the way. We’ll do that by sharing the books, products and lessons we recommend. IN THIS EPISODE: As August came to an end, an emotional letter from Dan Kennedy was posted online for his company, friends, and family. In it, he shares a...

Duration:00:41:33

What Exactly is a “Lead?”

8/21/2019
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Being able to generate leads is a fundamental part of a successful business, but do you truly understand what a lead is? What about how to draw someone in, nurture that lead, and turn them into a client? In this episode, we discuss leads in detail and explain how they’re slightly different for advisors. If you can’t generate leads for your business and then capitalize on the work you’ve done, then sustaining your business will be challenging. It can be a frustrating process and one that you...

Duration:00:44:33

Beware the GOO-ROO

7/12/2019
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Gurus are a concept that exist in every industry but should you be following their strategies and concepts without question? In this episode, we use a recent trip to share reasons why gurus can be beneficial but can also be blinding. Dan also provides some background on his new Renegade Selling project and the guru that helped him form his strategies. Read more about this topic and see the show notes here. Take a look at everything you can expect to hear in this episode: 2:19 – Takeaways...

Duration:00:41:41

Outliving Your Practice

6/21/2019
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If you are younger than your average client, you have a problem. You could very easily outlive your practice. You can do the greatest account retention in the world and you’re not going to be able to outlive the grim reaper. On today’s podcast, Dan will share with you how his firm has structured a system to not only retain the assets of clients after they pass, but how to also bring the children of those clients on board. Implementing this strategy has been vital to Matson & Cuprill’s...

Duration:00:21:16

Your Crappy Website

5/22/2019
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Your website needs to draw people in. If you have a crappy website, you're going to do the opposite and drive people away. Use your website as a tool to capture your audience, generate leads, and give your prospects something that will connect them to you. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/your-crappy-website/

Duration:00:39:20

Why You Need A Unique Selling Position

4/25/2019
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You need to stand out from your competition. Your products and processes won't make a difference if you're just another advisor listed on a web browser. On this edition of the podcast, we'll discuss the importance of developing your Unique Selling Position. We'll also wrap up our saga of Dan's tense email interaction with a disgruntled client. To access more resources and a related blog post, click the URL: http://profitableadvisor.com/podcast/why-you-need-a-unique-selling-position/

Duration:00:49:35

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