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Dan Solin’s Instructions for a Human First Meeting

Thrilled to have Dan Solin guide us through what financial advisors should say in the first meeting with a prospect.

I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession as he guides us through what financial advisors should say (and should not say!) in the first meeting with a prospect.

I know you will enjoy!

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Get Ready for that Awkward Talk about Dementia! (cringe)

It’s not fun, cool, or glamorous, but this is one of the conversations that separates the good financial advisors from the ones who have to explain to their clients why they were the victim of “unforeseen events”.

Talking about the fact that someone you love may be mentally deteriorating is awkward. Carolyn Rosenblatt is an aging expert, RN, and attorney. She comes to us in this episode with answers to many uncomfortable questions about aging clients.

It’s an awkward conversation but let’s have it anyways, because it’s one that needs to be had.

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4 Social Media Posts that Make You Look Totally Fake

Are you doing these 4 things on social media? If so you make be making yourself look phony.

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Brilliant One Sentence Elevator Pitch

Here’s a one sentence financial advisor elevator pitch that will stop you in your tracks. Thanks to my guest John Malzone for his brilliance.

Enjoy!

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Dinner Seminars that Rock like Eddie Van Halen

Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are some tips from Mark Mersman, Chief Marketing Officer of USA Financial.

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Story of a Financial Advisor who is Ridiculously Successful with Business Owners

Many financial advisors use the line “We work with business owners” but there isn’t much behind it. In fact most of the time it is just BS and lip service with the financial advisor having no real specialty in working with this niche!

If you’ve learned one thing from my teachings it is that people can always tell when you are being insincere.

As you know on my podcast we keep it real. I was honored to have Cortlon Cofield, CPA, PFS on my show to discuss the real value he incorporates into his practice which is targeted towards business owners, and the visible success he has had with them as a result.

Enjoy!

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Is your elevator pitch crap?

It’s around that time of year when you’re going to the holiday party and inevitably people are going to ask you what you do for a living.

Most financial advisors just barf meaningless cliché because they are in the dark about the question of how to respond.

Listen to this podcast for ideas about how to make your financial advisor elevator pitch better.

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Niche it out Moore, Por Favor!

Are you financial advisors focusing on a niche market? You should be, says Alan Moore of XY Planning Network.

Tune in to hear how and why!

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Well-Heeled Wonder

Zaneilia Harris is a well-heeled wonder.

This interview with Zaneilia Harris, CFP® is a story that we can all take inspiration from. She is an incredible example of the human capacity to overcome obstacles, physical and mental.

Enjoy!

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Higher Empathy Websites Win!

Higher empathy websites win!

Join my guest Grant Barger and I as we discuss the emotional reasons that some websites work and others don’t.

Hint: higher empathy is better.

Enjoy!

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