Sara Grillo: On the Two Sentence Rule and Elevator Pitches

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 …

Episode 18 – Dennis Moseley-Williams: On the Experience Economy and Serious Shift

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 …

William Chettle: On Brand, Experience, Persuasion, and the Little Things

Sometimes it’s the little things that make a big impact. In this episode of 16 Ways from Sunday, I interview William Chettle, the Director of Experience and Engagement for Symmetry Partners.  William is responsible for helping Symmetry and its affiliated companies build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. …

Business Refinement, Why the Words Matter, and Defining Your Brand

On this episode of 16 Ways from Sunday, I’m joined by Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers. Steve …

Funnel Flipping, Account Based Marketing, and The Secret Formula for Category Leadership

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community. In this episode, Sangram shares a very basic, yet …

The Integration of a Tax Practice and Insurance Agency with Wealth Management

In this episode, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a …

Personal Introductions, Fit Process, and Systemization

In this episode of 16 Ways from Sunday, Mark Mersman interviews Duncan MacPherson, Founder and CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies with the knowledge-for-profit sector. He has written two best selling books: Breakthrough Business Development and The Advisor Playbook. This episode reveals Duncan’s approach …