How To Build Enterprise Value In Your Advisory Business With Larry Miles
Does your advisory business have enterprise value? Larry Miles of AdvicePeriod shares his three keys drivers that help financial advisors build enterprise value. Connect With Larry LinkedIn: https://www.linkedin.com/in/larry-miles-67a04221/ AdvicePeriod Twitter: https://twitter.com/adviceperiod Websites: http://www.adviceperiod.com, http://ap4advisors.com About Larry Larry Miles is a Principal at AdvicePeriod, a firm whose mission is to reinvent wealth management. His primary
How Financial Advisors Can Build A Franchise Ready Business With Duncan MacPherson
Duncan MacPherson of Pareto Systems joins Jay Coulter for this episode of The Resilient Advisor Podcast. Duncan is one of the industries top thought leaders in the areas of practice management and business development. He is a well known industry keynote speaker and the author of several books including his most recent titled 'The Advisors Playbook'. What We Discuss: Duncan's Framework For Building A Critical Path To Franchise Readiness: 1. Why: Demography and Commoditization
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
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
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
How The Family Office Model Can Differentiate Your Practice With David Snider
David Snider came on The Resilient Advisor Podcast to discuss how financial advisors can differentiate themselves by integrating tax and legal services in the client experience. If you are interested in learning more about the Harness Wealth platform email advisors@harnesswealth.com or visit www.harnesswealth.com. Connect With David LinkedIn: www.linkedin.com/in/sniderdavida About David Snider David Snider is the Founder & CEO of Harness Wealth, a financial technology company
Resilient Advisor Note (August 2018)
Fidelity Issues Two Zero Fee Funds This was not a surprise to me or any regular readers. While it has been a 'race to the bottom' for a while, zero fees will probably not be the end of it. What if Vanguard decides to 'rebate' the security lending fees that they collect back to shareholders? The challenge for financial advisors is to make sure your value proposition is sound and understood by your clients. Article from MarketWatch: Link Video from CNBC on the issue: Practice M
How A Cyber Attack Could Ruin Your Business
This episode of Resilient Advisor focuses on the dangers of how a cyber attack could literally destroy your business and credibility. I interview Jonathan DeCollibus, who is the CEO of BravoSec.com. We also talk a little about the dangers that can be found on your phone, tablet and home computer.
Jonathan's firm is the nation’s only cyber security firm that works exclusively with RIAs. BravoSec.com is a boutique cyber security firm, taking on only a handful of clients eve
Why Advisors Should Consider A TAMP With Clint Sorenson
On this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future. We discuss the benefits to RIA's and potentially breakaway advisors. The bottom line.....LEVERAGE. If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time. Connect With Clint LinkedIn: www.linkedin.com/in/clint-soren
