10 episodes

Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business.

Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Financial, a comprehensive financial institution that caters to independent wealth management professionals. Matt is the creator of Practice Synergy, an 8 Step Process for maximizing growth within a financial practice and the co-creator of the Advisor-Client Engagement Process, the ultimate appointment process track for financial advisors.

Advisor Elevation Matthew Eilers

    • Business
    • 4.9 • 27 Ratings

Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business.

Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Financial, a comprehensive financial institution that caters to independent wealth management professionals. Matt is the creator of Practice Synergy, an 8 Step Process for maximizing growth within a financial practice and the co-creator of the Advisor-Client Engagement Process, the ultimate appointment process track for financial advisors.

    Why Experience Matters with Dennis Moseley-Williams

    Why Experience Matters with Dennis Moseley-Williams

    If Walt Disney ran your financial practice, how different would it look?  In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services.  Don’t miss this important episode where you will further discover why experience matters so much in your business!

    • 1 hr 14 min
    From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge

    From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge

    In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge.  Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history.  Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football.  This entertaining episode is one you won’t want to miss! 

    • 1 hr 41 min
    Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

    Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

    In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately.  Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.  This is an episode you won’t want to miss! 

    • 57 min
    Building a Life By Design, Not By Default with Chris Yonker

    Building a Life By Design, Not By Default with Chris Yonker

    In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”.  For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process.  Be sure to tune into this episode that you cannot afford to miss! 

    • 1 hr 17 min
    Best Practices for a Better First Appointment

    Best Practices for a Better First Appointment

    In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment.  Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.

    • 46 min
    The Best Strategies to Market a Financial Practice with Mark Mersman

    The Best Strategies to Market a Financial Practice with Mark Mersman

    In this episode of Advisor Elevation, Matt is joined by Mark Mersman.  Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial.  Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice.  Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort.  Mark will spend time exploring the dynamics of creating and promoting a true “referral culture” and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow.  If you care about marketing, this is a must listen episode!

    • 1 hr 39 min

Customer Reviews

4.9 out of 5
27 Ratings

27 Ratings

Come on man12015 ,

Super insightful!

Helpful information presented in an entertaining way. Packed with tips for advisors of all experience levels! Excited to learn more as the podcast progresses.

Mark Mersman ,

Bang! Well done.

Way to start out with a bang! Keep up the good work! Looking forward to more episodes.

Yak Hooterson ,

Solid Inaugural PadCast-

I lisstened to this twice and took away several pearls I will start using in my practice. Keep the great information coming!

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