Advisorist Podcast
EP 20: America’s # 1 Business Consultant Tells All

EP 20: America’s # 1 Business Consultant Tells All

September 16, 2019

Wealth is not money. Money is simply the fuel. Wealth is discretionary time. The ability to do what you want, when you want is real wealth. 

In this podcast, Alan enumerates on diverse tips and strategies that can be used to kick start your own journey as an advisor:

  • In order to stand out, you should become a contrarian and someone who is provocative. You should be able to suggest preferred methods of doing a certain thing. This means that you should not stop thinking of something new.
  • People trust their peers and peer references more than the most common ways to utilize a certain service. Aim for referrals. Do not conform to what is easy and usual, like common forms of advertisement.
  • Organizing your time and yourself can lead to better productivity and a good number of accomplishments.
  • Identify your clients thoroughly. Worst clients keep complaining and best clients give you the benefit of the doubt, which supports the idea that customers aren’t always right.
  • Work on your skills – specifically writing and speaking. These are crucial productive skills in getting your message and service across.
  • Perfection can be the enemy of excellence. You should always give your best and know that there are chances to fail. If this happens, you must have the resilience to bounce back.
  • Do not make unguaranteed promises. Do your best to help your client achieve reasonable goals and objectives.

 

Alan Weiss is a renown consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc. has clients of over 500 leading organizations. 

He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world.

 

Michael Levin, Versatile and talented columnist, author, distance runner and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

EP 19: The Speaker’s Platform — Getting Fun and Lucrative Gigs

EP 19: The Speaker’s Platform — Getting Fun and Lucrative Gigs

September 16, 2019

In this podcast, we discuss: 

  • Guidelines for TEDx Talk
  • TEDx Talk subject - Parenting is a Breakthrough, not a Break from your career.
  • Saying yes to the right questions to secure TEDx Talk
  • Experience as a speaker as a pre-requisite to giving a TEDx Talk
  • The popularity of TEDx Talks, even though they are non-paid. 
  • TEDx talks selected for placement on TED.com website 
  • Criteria for moving from TEDx to TED talks
  • Process of building a speaking career to supplant or replace income.
  • How a Speaker's Bureau works, along with advantages and process.
  • Coaching individuals on topic selection, writing and delivering a speech

 

Bea Wray has dazzled audiences for 20 years speaking about entrepreneurship, leadership, and women in business.

Although she has been taught by the best minds in academics and business at Harvard Business School,  motherhood was what really taught Bea how to negotiate, communicate in the business world, think on her feet and adapt to ever-changing circumstances. Raising three kids is undoubtedly the best training for understanding what it takes to succeed and thrive in the entrepreneurial universe. Those lessons traveled directly from the playroom to the boardroom.

 

Michael Levin, Versatile and talented columnist, author, distance runner and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

 

EP 18: Inside Digital Marketing, and What Makes People Do What They Do

EP 18: Inside Digital Marketing, and What Makes People Do What They Do

September 16, 2019

For a change of pace, Michael puts Jeremiah Desmarais in the hot seat to talk about digital marketing. Jeremiah doesn’t disappoint and gives away tips you can start using immediately.

In this episode, Jeremiah takes you inside the world of Advisorist and helps jumpstart your digital marketing efforts:

  • The single, most accountable way to grow your business.
  • EASY SOLUTION to keep your digital marketing and social selling efforts within regulatory compliance.
  • This one thing is maybe the most effective (and easy) way to post on LinkedIn.
  • How to make a POWERFUL, PERSONAL and PROFESSIONAL first impression with your new social connections and followers.
  • Are you giving your social connections a good enough reason to initiate a relationship with you?
  • Referrals vs. digital marketing; where should you put your effort.
  • The inside scoop on how to move a prospect from CONNECTION to RELATIONSHIP to CLIENT.
  • Your most consistently producing strategy for growing business.

 

Jeremiah Desmarais is an acclaimed digital marketer. He is the CEO of Advisorist, author of Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisor, and a popular TED Talk speaker.

When it comes to marketing, Jeremiah practices what he teaches. He builds his own business using the same tools and strategies he shares with others. So you know that the strategies and techniques presented are up-to-date and well-proven.

Jeremiah, like so many of our podcast interviewees, talks about consistent persistence. Now you’ll discover how it pays off in your business.

 

Michael Levin, Versatile and talented columnist, author, distance runner and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

EP 17: Strategies to Combat Financial Illiteracy within the Sound of Your Voice

EP 17: Strategies to Combat Financial Illiteracy within the Sound of Your Voice

September 16, 2019

Jim Silbernagel is more than a certified financial planner and insurance agent; he’s also a fighter. He is fighting to raise the financial literacy of people within the sound of his voice.

In this episode, Jim shares his ideas on diversification, collaboration and communication:

  • How do you approach business: transactional or holistically? And why it may matter.
  • A strategic collaboration that gives advisors a role in estate planning.
  • Why your competition may be getting your business, and what you can do about it.
  • Understanding the power and potential in family financial meetings.
  • The BIGGEST MISTAKE most advisors make may cause you to leave money on the table.
  • Should you leverage a turnkey communication vehicle or start your own podcast from scratch?
  • The POWER OF FORESIGHT: Why it matters, how you can acquire it.
  • Should you specialize or diversify your practice?
  • The app you should be leveraging to book more meetings.

 

And in the process educating his audiences on financial topics, Jim Silbernagel is getting the word out about who he is and what he does. His vehicle is called Real Wealth Media.

If you have aspirations for reaching your audience, your market, to help raise their financial literacy and promote your practice, Jim shares advice to get you started.

Jim takes a very practical and common-sense approach to building a practice. His innovative strategies may help you find new ways to grow your own business.

EP 16: Build a Platform Organically to Share Your Message, the Sky’s the Limit

EP 16: Build a Platform Organically to Share Your Message, the Sky’s the Limit

September 16, 2019

Today Meridith Alexander is a best-selling author and top female motivational speaker. But that wasn’t always the case. In fact, she was terrified of public speaking. But one terrible event changed everything.

In this episode, Meridith shares her story and some of the resources that helped her along the way:

  • Are you dodging boulders or using them to take charge and become bolder?
  • It’s possible to find your greatest calling in your darkest moment.
  • Create a personal empowerment system and write your life masterpiece.
  • Discover resources you can use to build your brand, gain media coverage and raise your Social Selling Index.
  • What does it mean to mimic the best?
  • ONE technique you can use to influence influencers.
  • The BIGGEST MISTAKE you can make when trying to find your audience.

 

Her story is inspirational. It also serves as a useful blueprint for anyone with a message or knowledge who wants to share it but doesn’t know where to start.

Meridith Alexander built her platform from scratch with persistence not money. In other words, she built her public platform organically. And so you can you. All it takes is a deliberate mindset.

 

Michael Levin Versatile and talented columnist, author, distance runner and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

EP 15: Advisor Recruiting Secrets and how to Sell $91,768,483 in Voluntary Benefit Premiums

EP 15: Advisor Recruiting Secrets and how to Sell $91,768,483 in Voluntary Benefit Premiums

September 16, 2019

Growing Your Practice: Adam Maggio’s Secrets To Starting From Zero, Recruiting Advisors, And Absolutely Crushing It

In this episode, Max shares his outrageous rise to influencer status and the lessons for anyone looking to “draw eyeballs” to their work:

  • Unpack the differences between ORGANIC CONTENT v. MARKETING, and which one is most effective.
  • The truth about charities you need to know before trying to leverage a relationship.
  • How to build an audience around the authentic you.
  • Help and where to go if you don’t know your message or branding.
  • Do you have an audience or a market? And why that matters.
  • The TWO essential steps you must take before writing your book.

 

Michael Levin is a versatile and talented columnist, author, distance runner and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

 

If Tucker Max has a motto, it would have to be, “I’ll be funny.” After all, his career as a writer started as a lark. But what he discovered almost serendipitously about influence has become more powerful than even a platform for his ideas.

Max has gone from the celebrity, uber-gonzo, ultra-outrageous writer to the founder of Scribe Media, which provides writing, marketing and publishing services to aspiring authors.

In his journey, Max has effectively unlocked the mysteries associated with celebrity influencer status and systematized the process for generating attention. Today his company is helping organizations and individuals build audiences for business or cause.

EP 14: The Influencer Mind, and How to Attract Attention

EP 14: The Influencer Mind, and How to Attract Attention

September 16, 2019

Want to be an influencer in your industry? Think a book will help you open doors? Then you want to listen to this first.

 

Max has a motto, it would have to be, “I’ll be funny.” After all, his career as a writer started as a lark. But what he discovered almost serendipitously about influence has become more powerful than even a platform for his ideas.

Max has gone from the celebrity, uber-gonzo, ultra-outrageous writer to the founder of Scribe Media, which provides writing, marketing and publishing services to aspiring authors.

In his journey, Max has effectively unlocked the mysteries associated with celebrity influencer status and systematized the process for generating attention. Today his company is helping organizations and individuals build audiences for business or cause.

EP 13: Seing Addiction Through the Eyes of a Sober Man

EP 13: Seing Addiction Through the Eyes of a Sober Man

September 16, 2019

Alcohol. Drugs. Sex. Food. Money. Addiction is all around us. Sometimes it’s in our family. Sometimes it lies within us. And yet it can take years to seek help, and in some cases never. Why?

In this episode, Michael takes us inside the addict’s challenging journey—from hitting bottom to recovery:

  • Understanding the impact and effect of addiction on loved ones.
  • The ONE question that only addicts and alcoholics ever ask.
  • The hardest challenge in breaking through the addition and opening oneself up to recovery.
  • Is F.I.N.E a call for help?
  • Exposing the powerful relationship that alcoholics and addicts have with their addiction.
  • Discover the powerful technique for making better decisions and previewing consequences.

 

“I burned my life to the ground before I got there,” admits Michael Graubart (not his real name). In this gripping interview, Michael helps us understand addiction through the story of his 27-year journey of sobriety—from Al Anon to clarity to AA. Using his talents as author and songwriter, Michael brings to life the cold reality, the raw, personal consequences of addition.

He is the New York Times bestselling author of Sober Dad: The Manual for Perfectly Imperfect Parenting, and his fourth book, Morning Coffee, was just published.

Frank has spent the last 35 years in the financial services industry. Today he’s an author, industry consultant and highly sought-after speaker. But what pleases him most is giving back to the profession he loves. To date he’s coached and trained literally tens of thousands of top financial advisors.

EP 12: What Your Financial Seminar Attendees Really Want to Buy

EP 12: What Your Financial Seminar Attendees Really Want to Buy

September 16, 2019

If you do financial seminars, you probably know Frank Maselli. If you don’t, you’re in for a treat.

Frank’s philosophy is simple (and sound): Give people your value and wisdom, share as much of your energy as possible, and they will track you down to do business.

But before you can help solve people’s financial needs, you need to get them into the boat. And for that to happen, he first connects with them emotionally.

In this episode, Frank shows us why he is among the best in our industry:

  • Discover the ONE and ONLY product you ever need to sell.
  • How to lead off with a Power Opening and keep the engagement high throughout.
  • Why humor can be a tricky tool in your presentational arsenal, and the SIMPLE STRATEGY to make it work.
  • Make an intuitive connection with your audience that translates into business.
  • Discover the visual tool that works with audiences every time.
  • The one phone app Frank relies on for business.

 

Frank Maselli has spent the last 35 years in the financial services industry. Today he’s an author, industry consultant and highly sought-after speaker. But what pleases him most is giving back to the profession he loves. To date, he’s coached and trained literally tens of thousands of top financial advisors.

EP 11: Embrace your Life with a Survivor’s Attitude and Thrive

EP 11: Embrace your Life with a Survivor’s Attitude and Thrive

September 16, 2019

We all carry baggage--personal challenges, problems, and pain. But when disaster reduces our existence to a basic struggle to survive, we gain a new perspective on our issues and what really matters most.

In this episode, Dean shares his inspirational philosophy:

  • How to be your best most AUTHENTIC self.
  • Make your own destiny; what you can do when you wake with a positive mindset.
  • The lessons of survivor that translate into resilience and fearlessness—and how to put them to work.
  • It is important to understand that every client, every person has a story; I want to know that story so I can provide the greatest possible help.
  • Establish an equal footing with people that that translates into stronger relationships.
  • The importance of emerging from traumatic tests as survivors and not victims.
  • Be rich within yourself.

 

Dean Murinik—South African financial planner and business organizational speaker—surviving one of the worst tsunamis in recent history reduced his life to the most basic common denominator. It is “no time or space for egos,” he explains, “we are all on an equal footing.”