Does A Proactive Public Relations Campaign Make Sense For Financial Advisors? An Interview With Dan
On this episode I interview Dan Sondhelm, CEO of Sondhelm Partners. He has 20 years of experience building brands in the financial services industry. How do you establish yourself as a 'Thought Leader'? 1. Define your message and be a part of the conversation. 2. Produce content: Blog, Podcast, YouTube. 3. Repurpose content (Social Media). Idea: Have you googled yourself? It's important! Why social media is important for financial advisors: 1. Your competition is there. 2. Y
What Makes a Client Experience Extraordinary With Julie Littlechild
Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to help listeners learn her strategies on building an exceptional client experience. From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/ Connect With Julie Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julie
What Financial Advisors Who Work With Business Owners Need To Know About The Tax Law Changes With Sh
Shelly Bykat, CPA has spent her career working with small business owners. She joins Jay Coulter on The Resilient Advisor Podcast to share her thoughts on how Financial Advisors can serve the small business owner community given the recent changes to the tax code. Connect with Shelly Email: sbykat@stressercpa.com Phone: (770) 640-6400 LinkedIn: @Bykat #podcast #financialplanning #jaycoulter
How To Use Demographics To Thrive As A Financial Advisor With Mark Parrott
Mark Parrott is the author of Meta-Trends And The Next Economy and a financial advisor with a very unique and insightful approach to the business, the economy and adding value to small business owners. We discuss: The value of created Intellectual Property in your practice. How the Certified M&A Advisor designation changed his value proposition to clients and prospects. The Alliance of Certified M&A Advisors. How Financial Advisors can add 'Extreme Valuation' to their practic
The Future Of The Financial Advisor With eMoney Advisor CEO Ed O’Brien
On this episode of The Resilient Advisor Podcast I am joined by Ed O'Brien who is the CEO of eMoney Advisor. He shares his thoughts on what The Future of the Financial Advisor looks like. His firm is releasing a report on the "Flex-Gen Advisor" in the 4th quarter that you will want to get your hands on when it is released. Issues we discuss: How could Artificial Intelligence play into the advisor-client relationship? Trends in the planning-focused community as it relates to p
A Pragmatic Process For Advisors Considering A Transition With Linda Willis
Industry veteran Linda Willis joined me on the podcast to discuss some of the important issues financial advisors face when considering a transition. Connect With Linda Website: cma.consulting Email: lwillis@cma.consulting LinkedIn: www.linkedin.com/in/lindareidwillis This episode is sponsored by: The Resilient Advisor The Resilient Advisor is the book for Financial Advisors who feel that their business and life are overwhelmed by extreme stress. This book teaches readers how
What Financial Advisors Need To Know About Blockchain With Mark Yusko
Mark Yusko is the CEO and CIO of Morgan Creek Capital Management. He is quickly becoming a thought leader on Blockchain and all its applications. In this interview we discuss: How ICO's work. Security Tokens 101. Moving from the analog age into the digital age. Tokenizing the real assets. 14-year technology cycles. Implications to the financial advisory business. How Blockchain will actually create new jobs. Why the Blockchain ETF's may not provide the exposure you are lookin
The Top 10 Reasons Financial Advisors Should Start A Podcast with Kirk Lowe (Podcast)
I have found podcasting incredibly helpful in both my professional and non-profit efforts. It is an incredible platform that allows you to connect with people and build your brand. Kirk Lowe is an expert at building financial advisor marketing strategies and he is a big advocate of podcasting. On this episode we discuss the Top 10 Reasons Financial Advisors Should Start A Podcast. Kirk's podcast with Matt Halloran: www.topadvisormarketing.podbean.com Watch on YouTube About Ki
2018 M&A Trends Financial Advisors Need To Know With Phil Flakes
Phil Flakes is the CEO of Succession Link, a firm that specializes in peer to peer transactions for financial advisors, insurance practices and accounting firms. There are 50 potential buyers for every seller in the market today. Phil and I discuss the current M&A trends that you need to know if you are considering a transaction this year. Connect With Phil Website: https://successionlink.com LinkedIn: Link YouTube: Link Twitter: @philflakes About Phil Phillip Flakes is the C
How To Partner With The Right Wholesaler With Rob Shore Of Wholesaler Masterminds
Partnering with the right wholesaler can bring tremendous value to an advisory practice. Industry veteran Rob Shore of Wholesaler Masterminds® comes on the podcast to discuss how a financial advisor can determine if they have established a truly impactful partnership with their key wholesalers. Links To What We Discussed: 8 Ways To Know You Have Partnered With The Right Wholesaler (From the Fall 2014 edition of The Wealth Channel Magazine, published by The American College) w
