All Episodes
Episodes
The Lost Art of Target & Niche Marketing with Natalie Schmook
We’ve been talking a lot about target marketing in recent weeks so we wanted to continue down that path and speak with someone that’s been highly successful using this strategy. Natalie Schmook, MBA, CFP®, CVA®, is...
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A New Marketing Idea to Increase Profitability
Many businesses across this country are dealing with varying degrees of profit loss over the first and second quarter, which is to no fault of their own in most cases. That’s true for many advisors and it’s important...
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Corona is Not Just a Beer
The coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical mistakes with their portfolio. It’s also a significant time for your...
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Lessons of a Spend-Happy Advisor
Recently someone sent us a link to another podcast for financial advisors that caught our attention. The show was about accelerated growth and featured an advisor who has taken an aggressive approach to spending in...
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Getting Deep With Clients
How do you go beyond the common marketing tactics to really get deep and connect with clients? Sara Grillo is a financial advisor turned marketing consultant and has a solid philosophy on accomplishing this goal....
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An Exciting New System for Direct Mail Nurture
Dan doesn’t bring on guests unless he truly values the information they provide, and that’s why he tracked down Gabe Lewit to learn more about his CRM system. Find out why this direct mail nurturing can be done more...
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Have a Plan for 2020
The start of a new year means an opportunity to assess your business and set fresh goals to strive for. Today we’re going to help you do that by looking at it from two different perspectives. The first will be...
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The Power of Lead Nurture
Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Advisor podcast as we explore...
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What’s the Optimal Number of Clients for an Advisor?
We all aim to build a business that runs efficiently enough that we’re able to enjoy significant time for ourselves while also generating strong profits. The key to getting there is figuring out how many clients you...
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Celebrating the Life and Lessons of Dan Kennedy
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...
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