13 episodes
AdvisoryEDGE Dan Smaida
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- Business
You're a busy Financial Advisor who understands the value of professional development and wants a regular dose of insight that will help you execute the best possible Client meetings.
We can help! The AdvisoryEDGE podcast features insights and tips on how to make your Client meetings as productive as possible. We'll draw on the behavioral sciences to help you get the absolute most out of your Client meetings...by helping Clients get the most out of your meetings.
Join us for regular doses of professional development you can use in your next Client meeting to build trust and grow relationships.
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The Only Three Steps in Selling
In this episode, I channel Marty Rafferty to share the only three steps in selling.
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How Online Meetings Will Evolve in 2021
What's gonna happen next year? NostraDANus predicts!
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Words That Have Always Worked
Take a couple of strategies from expert linguists and communicators, plus insights from current research.
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Prospecting: How to Get Leads and What to Do With Them
How do you get leads? What do you do with names when you have them? Dan Smaida answers your biggest prospecting questions in this episode.
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Avoiding Typical Advisor Syndrome
Headline: Salesy is typical. Choose the non-salesy path and you will avoid Typical Advisor Syndrome (TAS).
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Behavioral Finance Essentials: Using Consistency to Help Clients Take Smart Action
Use the principles of commitment and consistency to understand client motivation and propose smart next steps in your meetings.