Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you’ll be turning your business plan into a business reality!
Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!
Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!
A goal is defined as “the object of a person’s ambition or effort; an aim or desired result”. This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.
If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks.
Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!
Resources: Dakota Wealth Management
The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.
Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more!
Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.
George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!
Resources: Orion Advisor Services
Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.
Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!
Resources: Private Ocean
You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities?
Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention tool!