Tag Archives: financial planning

Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman



Today, Matt welcomes back Mike Thurman, White Glove Workshops co-founder and seminar expert. Together, they dive deeper into Whiteglove’s educational seminar system and how advisors can execute a successful seminar.

In this episode, you will learn:

  • How advisors can prepare for presentations
  • What Whiteglove does to help advisors prepare
  • Action items for before and after a presentation
  • Where advisors fail themselves
  • And more!

Resources:  Top Advisor Marketing | White Glove  | Mike Thurman LinkedIn | Facebook | Twitter | White Glove LinkedIn | Ep 125 – Hosting a Successful Seminar with Mike Thurman

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Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel



Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.

In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.

In this episode, you will learn:

  • How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
  • What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
  • What Ed likes to do for fun to blow off steam
  • Ed’s go-to piece of advice or life insight
  • And more!

Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!

Resources: RetireReady Solutions

 

Brought to you by: Iris.xyz


Ep 166 – The Happiness Factor with Christy Aleckson



Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company’s core values), humor, and by creating a judgement free zone for her clients.

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space.

If you’re interested in creating your own unique client experience, don’t delay on listening!

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors |


Ep 164 – Your Personal Financial Snapshot With Kyle Christensen



Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance