Monthly Archives: August 2017

Episode 33 – Death By Referrals (Part 1/3)



Kirk and Matt reflect on the importance of referrals in an advisor’s practice. They get into how to embrace a new referral mindset, “the pursuit of referral happiness”, the fundamentals of good referral marketing, and what it takes to turn the referral tap on and get the best leads. This is Part 1 of a series of 3 podcasts.

DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE


Episode 32 – How To Leverage Impact Investing In Your Practice with Sonya Dreizler



Sonya defines Impact Investing (also known as SRI, ESG…) and it’s growing role in an advisor’s practice. Sonya breaks down the jargon and acronyms popping up in this new area of responsible investing and steps advisors need to consider to begin understanding, talking with clients about and implementing into their practice.

LINKS: LINKEDIN | WEBSITE


Episode 31 – The Demise of Prospecting



Referrals are down, or at least that’s what a recent report is suggesting. Why? Kirk and Matt get into the dirt with advisor prospecting. Advisors are at a critical stage of their careers and practice maturity; how to attract ideal prospects, be more profitable and have more fun. Kirk and Matt redefine what a “referral” is, the mindset needed to inspire and attract, and tactics you can use to get more.


Episode 30 – Why Women Leave Their Financial Advisors



Did you know 80% of women leave their fiancial advisor when they lose their husbands? Judy Paradi and Paulette Filion join Matt and Kirk to discuss four reasons women leave their advisors and then list simple ways to engage women to grow a stronger, woman/friendly practice. What’s interesting too is that the characteristics of a woman-friendly practice/relationsip also apply to having a better practice in general. 

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING WEBSITE


Episode 29 – 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)



Matt and Kirk chat with John Frankot of Triple-R-Media about five common questions advisors ask John about connecting with and attracting high net worth prospects. John defines what a true HNW prospect is and addresses advisors’ insecurities about working with the HNW. We also discuss simple tactics to find, approach and engage the HNW market most advisors aspire to work with. 

 

LINKS: JOHN FRANKOT | LIFE REFINED MAGAZINE