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This show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all comes down to whether you have the mindset to chase your dreams and believe in your own success. Most people, not just advisors, lack this ‘Millionaire Mindset’ that our g…
 
Sometimes the best way to improve your business as a financial advisor is to speak with people outside of that arena. While there are plenty of nuances to your business, you’ll find there are many common themes between successful business regardless of what type of product they’re selling. That’s why we’re turning to Liston Witherill on this episod…
 
The role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build relationships with clients and garner that trust so that they will follow your guidance on how to manage their portfolios. While you might not always consider yourself a consultant in the literal sense, it’s impor…
 
Most businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method? On this episode of the Profitable Advisor, Dan welcomes Brian Hahn to the show to give you the turn on social media advertising. Hahn is the owner of Go Social Experts, which helps companies bui…
 
Small businesses are learning quite a few lessons as they work tirelessly to navigate the limitations of the pandemic. As we find out from Maverick Chocolate Company owner Paul Picton, his business has shifted quite a bit over the past few months but cash flow has become his key focus as they structure operations moving forward. Join us to learn mo…
 
t’s hard to argue that any one industry has taken as much of a hit during the COVID-19 pandemic than restaurants and the challenges will likely continue for some time. Ignite Entertainment owns a number of well-known Cincinnati restaurants and they’ve shifted in a variety of ways to continue serving customers despite the limitations. To kick off th…
 
Every business wants to increase referrals but what methods are the most effective? On this episode of the Profitable Advisor, we want to tell you about advisory boards and why you should consider adding one to your practice. Full disclosure, this isn’t something we currently have in place but we are hoping to change that. We’ve asked Steve Wershin…
 
Every business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that makes Disney one of the greatest experiences in the world and apply it to your practice? Vance Morris used to work at Walt Disney World and now brings the lessons and str…
 
Over the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and introducing you to an advisor that’s built a national business focused strictly one on profession: dentists. It might seem like an extremely …
 
Successful marketing results in a lot of leads but what good are they if you don’t follow up? That’s a place where advisors often fall short due to lack of time or lack of expertise. What if you could find a system that costs a fraction of what hiring a marketing person would run you while automating much of the process? That’s what we want to talk…
 
We’ve been talking a lot about target marketing in recent weeks so we wanted to continue down that path and speak with someone that’s been highly successful using this strategy. Natalie Schmook, MBA, CFP®, CVA®, is the founder and owner of Hayes Wealth Advisors, and one visit to her website will make it clear that she works primarily with optometri…
 
Many businesses across this country are dealing with varying degrees of profit loss over the first and second quarter, which is to no fault of their own in most cases. That’s true for many advisors and it’s important that the second half of 2020 brings much better results. So we want to discuss how to make that happen on this episode of the Profita…
 
The coronavirus outbreak has hit the financial world pretty hard and now is a crucial time for advisors as we help clients from making critical mistakes with their portfolio. It’s also a significant time for your business and operation as we move away from in-person communication and towards webinars. This episode is meant to serve a couple differe…
 
The start of a new year means an opportunity to assess your business and set fresh goals to strive for. Today we’re going to help you do that by looking at it from two different perspectives. The first will be profitability because that’s ultimately how your business will survive and flourish. The second is marketing, which helps drive the first go…
 
Building a marketing plan to increase business takes a lot of work and planning, but one of the key elements to every strategy needs to be nurture. That’s the focus of today’s Profitable Advisor podcast as we explore this topic and share the best ways to nurture your client database. Dan Didn’t Take His Planned Trip to Israel On the last episode, D…
 
We all aim to build a business that runs efficiently enough that we’re able to enjoy significant time for ourselves while also generating strong profits. The key to getting there is figuring out how many clients you need to aim for while still maintaining a high-level of service. We’ll use a recent article on this topic to lay out a plan to get you…
 
In recent weeks, Dan Kennedy’s health has taken a downturn and he has even recognized that his final days might be ahead. As tributes pour in for this incredible businessman, advisor, and mentor, we wanted to celebrate his life and what he’s taught us along the way. We’ll do that by sharing the books, products and lessons we recommend. IN THIS EPIS…
 
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