WITHOUT A BROKER-DEALER THAT HAS YOUR BACK,YOUR FUTURE IS IN THE DARK

AUDIO

  • 04/07/2015

    Death of a Lifestyle Practice

    Is your lifestyle practice sustainable? The benefits of a lifestyle practice can be very attractive; time for family, hobbies and travel. You are likely reaping the rewards you were seeking when you started working so hard in this business. But like many other industries, change is constant in the financial...

  • 04/05/2015

    Results, Discussion and Analysis Office Assistant Surveys

    The Advisorpod team recently conducted a large survey of office assistants and what we learned can help you lead, motivate and direct your team more effectively. Listen to the recommendations gleaned from the responses that can help you grow the job responsibilities of your assistant keeping them focused, motivated and...

  • 04/05/2015

    The Big Question: Establishing Client Referrals

    Advisors are always mentioning how hard it is to establish referral relationships. Today Paul Lofties visits with Dan Allison, owner of Feedback Marketing Group. Dan discusses his "Interactive Client Survey Process," a five-step strategy to developing effective referral relationships. Using Dan's easy-to-implement strategies, financial advisors across the country are seeing...

  • 04/05/2015

    Seek & Prosper - Professional Alliances

    Professional alliances are a great way to grow your business and gain referrals with affluent investors. According to Prince and Associates, 70% of affluent investors locate their primary financial advisor through their attorney or accountant. Finding the right professional alliance partners takes patience. Listen in as the Advisorpod.com team describes...

  • 04/05/2015

    Perception is the Name of the Game-Office Relocation

    The quality of your office space is an extension of your value, what message does your current office space say to your clients and prospects? It might be time to make change! Join in as the Practice Builders team as they introduce you to the three "V's" of real estate;...

  • 04/05/2015

    The Checklist Manifesto: Making Complicated Tasks Simple Using Checklists

    "Join in today as the Advisorpod.com team discusses how you can make complicated tasks simple by using well designed checklists. Many professionals including pilots and surgeons use checklists faithfully and although financial professionals aren't dealing with life or death scenarios checklists are a great for routine, mundane tasks that...

  • 04/05/2015

    Deal Fever: Case Study on Practice Acquisition - Buying another Business

    Are you considering acquiring another practice as growth strategy? Many advisors have done so, both successfully and not so successfully. Join in today as the Advisorpod team presents a case study on practice acquisition and covers the 10 key points to buying another business. Listen to the story of one advisor's...

  • 04/05/2015

    Blood in the Water: Part 1 - Strategies for working with CPA’s

    Why don't advisors get the professional alliance referrals that they should? Listen in as Paul Lofties visits with Brett Van Bortel, Executive Director of Consulting Services at Invesco and leading expert in the area of developing professional relationships. In this interview hear Brett discuss the basic mistakes that financial advisors...

  • 04/05/2015

    Blood in the Water: Part 2 - Strategies for working with CPA’s cont.

    Why don't advisors get the professional alliance referrals that they should? Listen in as Paul Lofties visits with Brett Van Bortel, Executive Director of Consulting Services at Invesco and leading expert in the area of developing professional relationships. In this interview hear Brett discuss the basic mistakes that financial advisors...

  • 04/05/2015

    Who’s to Blame?: Keeping Clients from Overspending in Retirement

    Addressing the issue of clients overspending in retirement can be emotional and challenging. If you avoid the conversation your clients will inevitably run out of money, their lifestyles will drastically decline and of course, who will they blame for all of this? YOU! Your client may have a very personal...