Be Advised - Leading with Value

Be Advised - Leading with Value


Latest Episodes

The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)
September 14, 2022

Advisor success often leads to new problems: For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admir

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)
August 03, 2022

When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine. By strengthening presentation skills, many advi

Building Relationships Through Magazines with Andrew Saksa (Ep. 48)
June 29, 2022

Maintaining relationships with clients is crucial for financial advisors. And one of the ways to do this is by constantly connecting with them about their interests or things they care about. In this

Trusted Branding with Mike Saunders (Ep. 47)
April 13, 2022

When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority.  By creating a presence online an

Step Up Your Practice with Brandon Hegg (Ep. 46)
March 30, 2022

When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey. Gift giving, remembering important dates and check-in calls are

The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)
March 16, 2022

The pandemic has forever changed the way a lot of companies do business. Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order

Finances & Gains with Marc Lobliner (Ep. 44)
March 02, 2022

Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.  Understanding your company’s operation is crucial to overall success. 

43. Reeling in New Clients with Ed Slott
February 16, 2022

When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will l

42. Navigating Your Brand Presence on Social Media with Marc Rogers
February 02, 2022

When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible.  Connecting with clie

41. Creating Communication Bridges with Jason Brotsky
January 19, 2022

When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your