28 episodes

We created this podcast specifically for the financial industry and advisors. As an advisor, we have seen the struggles and accomplishments that many other firms around the nation have seen. We are sharing our opinions, insights, and tips on how to successfully market in a digital age.

Marketing For Financial Advisors Don Anders

    • Marketing

We created this podcast specifically for the financial industry and advisors. As an advisor, we have seen the struggles and accomplishments that many other firms around the nation have seen. We are sharing our opinions, insights, and tips on how to successfully market in a digital age.

    Erica Pauly on Tracking and Benchmarking Your Marketing

    Erica Pauly on Tracking and Benchmarking Your Marketing

    Don Anders talks with Erica Pauly, Founder and CEO of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. We discuss:Benchmarks for Financial...

    • 56 min
    Ed Slott on Why Understanding Tax and IRA Laws is Critical for Financial Advisors

    Ed Slott on Why Understanding Tax and IRA Laws is Critical for Financial Advisors

    Don Anders sits down with America's IRA Expert, Ed Slott. Ed Slott is a PBS television show host, public speaker, and high-level coach to financial advisors throughout the country. Don and Ed discuss how he became the leader in IRA tax advice, and why...

    • 43 min
    Scott Dougan and Sean Lee on Teaching College Educational Classes as Financial Advisors

    Scott Dougan and Sean Lee on Teaching College Educational Classes as Financial Advisors

    Don Anders sits down with Scott Dougan and Sean Lee from Retirement Elevated and Emerging Advisor to discuss the pros and cons of teaching college educational classes as financial advisors. Sean and Scott share the success they've seen and the changes...

    • 47 min
    Dr. Travis Parry on Achieving Balance as a Financial Advisor and the 3 Myths of Work-Life Balance

    Dr. Travis Parry on Achieving Balance as a Financial Advisor and the 3 Myths of Work-Life Balance

    Don Anders sits down with Dr. Travis Parry, the founder and CEO of The Make Time Institute, to discuss Achieving Balance as a Financial Advisor. Dr. Travis Parry is a former financial advisor who has dedicated his life to helping financial advisors...

    • 51 min
    Robert Sofia CEO of Snappy Kraken on Naming Your Business and The Top Topics of 2020

    Robert Sofia CEO of Snappy Kraken on Naming Your Business and The Top Topics of 2020

    Don Anders sits down with Robert Sofia, the CEO and Founder of Snappy Kraken, a digital marketing company for financial advisors.In this episode, we discuss the Top 8 Topics that are working in 2020, best practices when naming your business, and digital...

    • 32 min
    David McKnight (Part 2) on Tax-Free Income for Life

    David McKnight (Part 2) on Tax-Free Income for Life

    In this episode of Marketing for Financial Advisors we are joined by David McKnight again. The last time we had David McKnight on he talked about "The Power of Zero" which his best selling book, movie, and presentations are based on. He joins us again...

    • 33 min

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