All Episodes
Episodes
Maximizing Revenue Per Client
Every advisor wants to find ways to increase AUM and the best way to do that is by maximizing the clients you’re already working with. Few businesses do that better than the Duffy Law Office in Davenport, Iowa. Along...
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Leaving a National Brokerage to Go Independent
Making the decision to leave a brokerage and start working on your own comes with a lot of risk but provides an opportunity to work for yourself. It’s something many people think about but need the encouragement to...
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The New Rules of Marketing with Mary Rose Maguire
A marketing expert that we’ve grown to know and appreciate is Mary Rose Maguire. She’s the mind behind The Maverick Advisor and helps financial advisors and consultants reach better clients and strengthen their...
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Targeting Divorcees & Finding Success During COVID with Brie Reyes
As we move into 2021, we’ll look to feature more advisors on the show in order to provide a first-hand account of the business and strategies that are working across the country. Let’s kick off the year with someone...
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Developing the Right Mindset for Success with Nina Cooke
This show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all comes down to whether you have the...
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Serve Don’t Sell with Liston Witherill
Sometimes the best way to improve your business as a financial advisor is to speak with people outside of that arena. While there are plenty of nuances to your business, you’ll find there are many common themes...
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The Consultant’s Secrets with Michael Zipursky
The role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build relationships with clients and garner that trust so that they will follow your...
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The Truth Behind Social Media Advertising
Most businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method? On this episode of the Profitable Advisor, Dan welcomes Brian...
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The Power of an Advisory Board
Every business wants to increase referrals but what methods are the most effective? On this episode of the Profitable Advisor, we want to tell you about advisory boards and why you should consider adding one to your...
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How to Disnify Your Practice
Every business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that makes Disney one of the greatest...
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The Advisor Who Owns His Market with Reese Harper
Over the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and...
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The Ultimate Lead Nurture System
Successful marketing results in a lot of leads but what good are they if you don’t follow up? That’s a place where advisors often fall short due to lack of time or lack of expertise. What if you could find a system...
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