Vestorly’s Justin Wisz on How Data Driven Content Can Transform Your Firm’s Marketing

By | 2017-09-14T16:55:16+00:00 June 7th, 2017|

If you're still stuffing mailers, making cold calls, and tweeting the occasional Warren Buffett interview to a handful of followers, it's time to upgrade your marketing strategy and let data driven content drive some foot traffic through your front door. On today's show, Justin Wisz, the co-founder and CEO of Vestorly, talks about how data

Stephanie Sammons on Starting a New RIA With 20 Years of Experience to Draw On

By | 2017-09-14T16:55:55+00:00 May 17th, 2017|

What if you had more than 20 years of financial services experience, then decided to start over and build a new RIA from scratch? Do you think you could take those decades of experience and build a new RIA in tune with the times? That's exactly what Stephanie Sammons is doing with her new RIA,

RIA CEO Michael Nathanson on How to Be a Real Leader That Gets Results

By | 2017-09-15T09:59:24+00:00 May 3rd, 2017|

Michael Nathanson is the chairman, CEO, and president of the Colony Group, a wealth management firm with several billion dollars in assets under management and with offices across the United States. But Michael thinks his most important title is one that isn't listed on his business card: CIO. "I sometimes joke that I'm CIO of

Dynasty’s Shirl Penney on How RIAs Can Stay Independent and Grow Their Businesses

By | 2017-09-15T10:07:32+00:00 April 19th, 2017|

There's never been a more exciting time to be a financial advisor, or a more challenging one. The Baby Boomer generation is keeping advisors busy as they age into retirement. A new generation of internet-savvy millennials is beginning to consider their investment opportunities. Competition is everywhere. Technology is both disrupting the RIA landscape, and giving

Top RIA leader Matt Cooper on the shifting trends in the RIA market

By | 2017-10-11T06:01:09+00:00 April 1st, 2017|

As the co-founder of multi-billion dollar RIA Beacon Pointe in Newport Beach, CA, Matt Cooper has a unique, in the trenches view of trends that are sweeping the financial advisory industry, on both the client and advisor side. In addition to his original, $7-billion-plus RIA, Matt founded a sister company, Beacon Pointe Wealth Advisors, which

Top advisor Erin Botsford on building her Seven Figure Firm

By | 2017-09-15T10:09:20+00:00 March 18th, 2017|

Erin Botsford built a seven figure firm from scratch and shares exactly how she did it. As one of the top financial advisors in the country, she is the founder and CEO of the Botsford Financial Group, which has nearly $1 billion in assets under management. She has appeared on Barron's list of the Top

How to Have “Better Conversations” With BMO’s Ben Jones

By | 2017-09-15T10:10:08+00:00 March 3rd, 2017|

Ben Jones: Where are the gaps that exist today in the critical areas that I have to achieve my vision? Once upon a time, financial planners met with clients annually, showed them a printout of how all their investments were performing, shook hands, and moved on to the next annual appointment with the

How to Adapt Donald Trump’s Persuasion Techniques to Add More Clients–Ethically

By | 2017-09-15T10:11:17+00:00 February 14th, 2017|

Whatever you think about Donald Trump, it’s hard to deny his masterful use of persuasion and branding techniques to win over a specific segment of the electorate that propelled him to the White House. Listen to Steve Discuss Donald Trump Persuasion Strategies. Here are six key strategies Trump used in his campaign and

Savant Capital’s Brent Brodeski On Going From $0 to $5 Billion in AUM

By | 2017-09-15T10:12:08+00:00 January 30th, 2017|

Brent Brodeski and his team at Savant Capital look to the medical industry for insights into team building, embracing technology, and creating the best possible client experience. Imagine walking into a doctor’s office with a bad cough and walking out on crutches, still coughing. That’s how Brent Brodeski saw the financial advisory client

How to use “systems thinking” to become an elite advisor

By | 2017-01-23T06:09:41+00:00 January 23rd, 2017|

Average advisors make wishes. Good advisors set goals. Elite advisors are committed and have systems. The bedrock of success for elite advisors comes from being committed and following systems. I’m not just talking about checklists or workflow systems for processing business. I’m talking about systems for living their life. One of the most frequently touted

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