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

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

7 traits of CEOs running billion-dollar RIAs

By | 2016-08-14T11:48:13+00:00 August 14th, 2016|

"You know, kid, I don't think you're going to last six months." That’s what one of the co-founders of a then $600 million RIA said to Jeff Dekko when he arrived at the firm in 2003. Today, Mr. Dekko is CEO of that firm and presides over the fast-growing RIA, Wealth Enhancement Group, with about

Investopedia CEO David Siegel discusses how financial education generates 20 million unique visitors a month

By | 2017-09-29T08:24:29+00:00 August 8th, 2016|

David Siegel: I think people tend to spend too much time on content generation and not enough on content distribution, Financial education is hot and it’s a great way to build your business. Investopedia generates more than 20 million monthly unique visitors to its website by offering the public (and financial advisors) educational

5 Key ways for financial advisors to succeed in digital marketing

By | 2017-09-29T08:26:14+00:00 July 23rd, 2016|

If you want to succeed in digital marketing, you can’t use yesterday’s strategies. Today’s most successful digital marketers take full advantage of the major digital networks and are creating content that is relevant, engaging, and share worthy. In today’s episode, I chat with Mitch Joel. Mitch is President of Mirum - a global digital marketing

A little-used strategy that could add tens of millions to your AUM

By | 2017-09-29T08:27:50+00:00 July 11th, 2016|

Rob Follows: By positioning one of our clients with international strategic buyers, the sales price went from $40 million to $400 million. When your clients sell their business, are you frustrated that you don't always add the resulting windfall to your AUM? There's a simple way to insert yourself in the sales process,

Smart marketing & leadeship leads to billions in new AUM for RIA Wealth Enhancement Group

By | 2017-09-29T08:29:35+00:00 June 28th, 2016|

  Jeff Dekko: I told our marketing team that we have to figure out how to lead score every household in America. My marketing team, of course, looked at me like I was nuts. You could be the smartest, most technically competent financial advisor in the country but without solid leadership and a

How to answer a prospect’s “Why Should I Choose You?” question

By | 2016-08-13T18:25:43+00:00 May 23rd, 2016|

Click to order the book. If a prospect asked you, "Why should I choose you?," could you persuasively answer it in seven words or less? In this competitive world, you better be able to. The rap on financial advisors is they all look and sound the same. In the past, you could get

More key insights from America’s top advisors in part II of our Barron’s Summit roundtable

By | 2016-05-16T13:47:34+00:00 May 16th, 2016|

The top marketing people realize that when it comes to marketing the services of a financial advisor, you'll have better results if you purposely repel a significant segment of the population. Most of us want to be liked by as many people as possible so the thought of gearing our marketing to repel potential clients

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