Monthly Archives: September 2017

Episode 41 – Reinventing the Client Experience with Jennifer Goldman



Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects. 

LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO


Episode 40 – Worth Winning with Lauryn Williams



Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business “Worth Winning”. Lauryn’s focus with her business if financial planning recreated where she services millienials and professional athletes. She’s taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using social. 

LINKS: LAURYN WILLIAMS | WORTH WINNING | TWITTER


Episode 39 – Mastering ME – Your Personal Operating System



Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you.

Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. 

LINKS: JOE LUKACS


Episode 38 – 4 Questions to Discover Your Advisor Story



Kirk and Matt know the importance of a good story in branding. Together they’ll walk you through the 4 main questions to create your own branding story – building your credibility and trust. 

WANT A BETTER ADVISOR BRAND? DON’T DELAY. GET IT RIGHT…NOW.

BRAND MASTERY COURSE  | ADVISORU

 


Episode 37 – Death By Referrals (Part 3/3)



In this episode Kirk and Matt dive into the final component of Death By Referrals – How to inspire referrals. In order to get referrals two things need to happen – you need to build trust and you need to be online. Whether it’s a blog, podcast, social or a standby white paper, get yourself accredited on the internet. This will give you the momentum to start Intriguing, Engaging, Influencing and Attracting your ideal clients. 

DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE


Episode 36 – Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman



Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, “The Distraction Proof Advisors”. He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.

PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR” | WEBSITE


Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli



Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the finserv industry. They discuss why it went viral, how it changed Frank’s career and how Frank’s view of the  Advisor-Wholesaler relationship defines what financial services should be about – helping one another succeed. There are some great lessons for advisors and how you communicate/work with your clients. 

FRANK ON LINKEDIN | FRANK’S WEBSITE | FRANK’S LETTER | KIRK’S LETTER


Episode 34 – Death By Referrals (Part 2/3)



Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor’s referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts.

DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE