Advisorist Podcast

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

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 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.

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

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

In this episode, Adam shoots from the hip about:

• His philosophy of "data not drama" saved him time and unnecessary stress...and showed him precisely what needed improvement in his business.
• What Adam focused his time on for the best learning (Hint: it wasn't attending training!)
• The Power of...firing your clients?
• How to flip the script when meeting with vendors...and coming away with more business
• Adam's 4 Keys to constant improvement
• Why social media is so vital today (and a KILLER LinkedIn tip for booking quick appointments!)
• Why prospective companies won't be able to refuse "The Mafia Offer"

Aside from Adam's massive success, he's committed to giving back, both to fellow advisors as well as the local community itself.

He saw his agency go literally underwater during Hurricane Sandy. But his drive brought him right back to the top.

 

Adam Maggio, CEO of Enrollmynt, began selling supplemental insurance for AFLAC at age 21. Within 3 years, he had placed 8th in production among over 68,000 reps.

After becoming a District Manager, he was named Rookie Manager Of The Year.

He's personally enrolled over $5 million in personal benefits premiums.

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

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: Seeing Addiction Through the Eyes of a Sober Man

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.

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

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

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.”

EP 10: 5 Steps To More Seminar Sales With Karl Wolf

With a batting average of about 70%, Karl Wolf is an expert at generating new sales and clients with seminars. Here’s his outline for seminar success.

Karl Wolf shares expert seminar success tips directly from the front lines, including:

• Why your seminar ISN’T about selling your product, and what to sell instead
• How to manage unruly attendees in a way that BUILDS relationships, instead of ending them
• The ONLY metric you need to measure seminar success
• Why you SHOULDN’T buy dinner for your audience, and what to focus on instead
• How the room set-up can make or break your seminar
• A SIMPLE “two-part” seminar technique that skyrockets conversions
• Why, and what, you need to GIVE attendees for better follow-up conversions
• The KEY role email plays in long-term sales conversions from seminars
• The ONE thing you need to understand to keep high ratios all year round
• How to give yourself a 75% chance to close at every follow up appointment
• One simple story you can swipe to sell more annuities
• How to EASILY compete with the Big Boys in the financial markets

 

Karl Wolf is the founder of Atlantic Asset Management, and one of the most successful and talented speakers in the industry. He holds more than 50 workshops a year and regularly enjoys 70% conversion rates for new appointment generation - directly from his seminars.

 

EP 9: How To Write An Authority Generating Book That Sells With Tom Ziglar

In line with Ziglar legacy, business success all comes down to a few foundational principles and values. Here’s the path to winning sales and marketing, according to Tom Ziglar, on this episode of "All Eyes on You" with host Michael Levin.

In this episode Tom Ziglar shares:

• Where to start when you’re overwhelmed by all the noisy inputs to get CLARITY
• The UNIQUE sales approach at the root of Ziglar’s success
• A twist on the sales relationships that creates TRUST and enthusiasm in your prospects
• How to navigate and grow a legacy brand in a way both contemporary and AUTHENTIC
• The one CRITICAL aspect of business success robots can never replace
• A simple, secret way to write a WINNING book, build your authority, and open new doors to success
• The BIG BENEFIT of having direct conversation with your audience and prospects, beyond sales

Tom Ziglar is an author, speaker and podcaster as well as CEO of Ziglar, Inc - founded by his father, legendary sales expert Zig Ziglar. He co-wrote with Zig Ziglar ‘Born To Win’ and just released the brand new book, ‘Choose To Win’, which carries on the famous Ziglar philosophy: “You can have everything in life you want, if you will just help enough other people get what they want.”

EP 8: How To Replace The Constant Prospect Chase With Bill Cates

The oldest and most reliable business building method isn’t dead - it’s just in disrepair. Bill Cates, The Referral Coach, teaches you how to rebuild and maintain a solid referral engine for constant growth without the endless chase.

Bill Cates is the undisputed industry expert on how to get more and better referral business as a financial advisor or insurance agent. He’s been featured on many prestigious outlets, including the Wall Street Journal, has published 3 widely loved and transformative books on building referral business, and has worked with top players in this sector, including Capital One and All State. Bill’s methods produce staggering growth results, as high as 60% in a single year, all without chasing down new, cold leads.

In this episode Bill will share the secrets you need to know if you want to stop chasing and start multiplying your best clients as well as your bottom line. You’ll discover:

• The oldest business growth strategy and why it continues to THRIVE and drive success
• How to ensure you’re building your business on the ONLY bedrock that guarantees referral success
• One word you should use to REPLACE “referral” for more success in your client conversations
• The email “handshake” technique for better, more genuine introductions
• How to overcome the fear holding you back near EFFORTLESSLY
• The one “W” you need to answer in all your client interactions for limitless referral opportunities with ease
• A simple hack to supercharge your referral efforts using ONE, specific social media
• The best business mantra for making the right decisions: O___ F____ H_____ B_____
• The SINGLE thing you need to focus on to reset and accelerate your business growth

EP 7: The Secret Hidden In The Myths: How To Create Powerful Reach In Your Business With Michael Gerber

There is one missing piece almost all financial advisors and insurance agents overlook when trying to be seen and heard by their prospects. In this episode of "All Eyes on You" with host Michael Levin, you'll hear what Michael Gerber, whose voice has global, best-selling, thought-movement creating power, says it is.

Here’s a quick look at what you’ll learn from Michael Levin and Michael Gerber in this episode:

• How to cut through the digital clutter to get all eyes on you
• The ONE fundamental thing you need to develop to stand out for your prospects
• The #1 tool for capturing and KEEPING attention in crowded markets
• The CRITICAL lesson all advisors and agents need to learn from musicians
• What the pursuit of extraordinary in your practice actually looks like
• The single thing you need to focus on BEFORE jumping on social medias to reach your prospects
• How to develop a voice your prospects feel is worth listening to
• The habit you can start building TODAY that will exponentially increase your reach and impact
• The one “W” everyone forgets that makes their communication efforts meaningless
• The fundamental work every advisor needs to do to see GENUINE success in their business

Michael Gerber is the worldwide phenomenon and thought leader behind the ground-breaking “E-Myth” bestselling series of books. He is widely acknowledged as the World’s #1 Best Small Business Guru, and has helped millions of small business owners, entrepreneurs, and companies. Check out his “E-Myth” books specifically for Financial Advisors and Insurance Agents to rise above the ordinary and pursue the extraordinary in your practice today.