Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

Latest Episodes

How To Get Back To Doing What You Love Most as an Advisor With Shannon Spotswood (Ep. 417)
May 30, 2023

If you are not jumping out of bed energized every week by the work youre doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in

Building a Business From Scratch as a First-Gen Entrepreneur With Andrew McIntosh (Ep. 416)
May 23, 2023

While many businesses are passed down or built with inherited money, thats not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challe

Advisors, Step Away From the Hard Sell With Samantha Russell and Susan Theder (Ep. 415)
May 16, 2023

As much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.

Your Favorite Financial Adages Are the Keys to Growing Your Influence – Here’s Why (Ep. 414)
May 09, 2023

As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth. Imagine you applied this exact s

Top Predictions for Future Trends in Financial Services With Tim Welsh (Ep. 413 )
May 02, 2023

Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think youd see?

4 Proven Ways To Increase Your Influence & Win New Clients With Bill Cates (Ep. 412)
April 25, 2023

If youre like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.

Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)
April 18, 2023

Between 65-70% of young inheritors leave their parents advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build rela

Future Planning: Are You Preparing Your Clients To Live Past 100? With Ric Edelman (Ep. 410)
April 11, 2023

Innovations are radically increasing life expectancy. If youre alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors arent.

Legacy Letters: Help Clients Connect With Their Children Now & Forever With Blake Brewer (Ep. 409)
April 04, 2023

If youre like the advisors we know, you want to impact your clients lives. Have you ever considered helping them connect with their children on a deeper level?

In-Person Events Accelerate Client Relationships – Try These Fun Ideas! With Scott Heinila (Ep. 408)
March 28, 2023

Imagine giving your clients an experience theyll remember forever. Something fun and unlike anything theyve ever done. How would that change your relationships?