The primary driver for this advisor to explore a move was performance. There were other factors involved of course, but the first was performance. As he began his due diligence on our firm, he put his focus on three things: products, pricing, and performance. After all, these were his biggest pain points with his current affiliation.
In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you’re a financial professional who is looking to add podcasting to your marketing mix. Ep. …
In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business. Tune in on your favorite podcast app …
If you’re not familiar with the name Bob Ross, he is most famous for his PBS show The Joy of Painting where he dawned his trademark permed hairstyle and could always be heard uttering the phrase “happy little trees.” While he didn’t live in the time of social media as it sits today, his tactics …
Join me on the latest episode of 16 Ways from Sunday for my interview with Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals. Tune in on your favorite podcast app or …
The majority of the financial presentations delivered in our industry are not actually created by the person giving the presentation. This isn’t highly unusual and is only a real problem when “Awkward memorization” presents itself. That’s a term used by one of my favorite marketers, Seth Godin. In fact, he penned a blog a while …
Ready, Fire, Aim. It’s the approach many small businesses take with their marketing. Financial advisors are no exception. While this approach certainly beats an approach that never executes on the “fire” step, the aim step is too important to skip over. When it comes to financial advisor marketing, the “aim” step has to do with …
Join me on a new episode of 16 Ways from Sunday where I interview Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. We’ll dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing. Ep. 19 Sara Grillo: On the …
While the news cycles of the week have been focused on the shocking and tragic death of legendary basketball star Kobe Bryant, the family at USA Financial mourns the recent loss of two individuals who made a profound impact on us directly. Over the past month, the USA Financial family lost two long-time friends and …
In this episode of 16 Ways from Sunday, Dennis Moseley-Williams is interviewed. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. This episode is all about building the experience within …
