Advisorist Podcast

Advisorist

Insurance and financial professionals: Advisorist is a podcast for advisors that want to grow their business with what's working NOW. Based on over 60,000,000 leads generated, get front-line hacks, tips, tricks and insider interviews on lead generation, appointment setting, scripts, funnels, strategy and growth - FREE! Learn more at www.advisorist.com

  1. 07/10/2020

    EP 22: Beauty of Analytics with Gary Kadi

    Michael Levin interviewed the Founder and CEO of NextLevel Practice, Gary Kadi. Gary Kadi shared a lot of his best and most relevant practices in his business. He highlighted the beauty of analytics as a very helpful tool in scaling and maintaining possible trends and issues in business. “Adopt the new methodology because if not, you're going to stay archaic, and if you don't communicate the way millennials want to be communicated to, you're not going to adopt new patients and certainly not adopt new team members.” – Gary Kadi Adopt new methodologies Learn from scaling moments Know and analyze your marketplace Be known, own, and be great at one thing Invest in business analytics Crucial takeaways: Learn from consultants and adopt new innovations. With the help of consultants and new practices, you would be able to scale. Learn from these scaling moments. According to Gary, you must adopt the new methodology to effectively communicate with new clients and new team members. Create happy teams that implement sustainable results. For your business to stand out, you have to be known, and be great at one thing. It can streamline and focus your marketing. You can greatly benefit from analytics. This would help you predict and examine possible trends and issues in your business. Contact Gary - Email: gary@nextlevelpractice.com Website: www.nextlevelpractice.com 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.

    30 min
  2. 07/10/2020

    EP 21: Michael Levin Interviews Sara Stratton

    “Getting those positive reviews and driving people to your Amazon (online) page is really where you as an author will see the most success, to begin with.” – Sara Stratton Aim for POSITIVE REVIEWS Choose and expand your MARKET Producing a book requires both PROFESSIONAL and PERSONAL processes Use your product as your BUSINESS CARD In this episode,  Start your business by getting the clients’ positive reviews. From there, you must work on maintenance. Sara Stratton recommends focusing on a market you already know. They can be your friends, your family, your neighbor, your colleagues, or anyone you can talk to. You can get them to Amazon and ask them to leave an honest nonpaid review. Don't be shy. Post on various social media sites, find a group, find a hashtag, and hashtag your product. You can use your book or your product as sort of like a business card. Send the book out to your prospective clients, and show them who you are, and what your business is all about. Producing a book requires both professional and personal processes. Treat the process as a creative practice and make it a bit personal so you would effectively get your message across.   Sara's 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. [Sara Stratton www.redwooddigitalpublishing.com Phone: (949) 829-BOOK (2665) Instagram: redwoodpublishing]   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.

    25 min
  3. 09/16/2019

    EP 20: America's # 1 Business Consultant Tells All

    Wealth is not money. Money is simply the fuel. Wealth is discretionary time. The ability to do what you want, when you want is real wealth.  In this podcast, Alan enumerates on diverse tips and strategies that can be used to kick start your own journey as an advisor: In order to stand out, you should become a contrarian and someone who is provocative. You should be able to suggest preferred methods of doing a certain thing. This means that you should not stop thinking of something new. People trust their peers and peer references more than the most common ways to utilize a certain service. Aim for referrals. Do not conform to what is easy and usual, like common forms of advertisement. Organizing your time and yourself can lead to better productivity and a good number of accomplishments. Identify your clients thoroughly. Worst clients keep complaining and best clients give you the benefit of the doubt, which supports the idea that customers aren’t always right. Work on your skills – specifically writing and speaking. These are crucial productive skills in getting your message and service across. Perfection can be the enemy of excellence. You should always give your best and know that there are chances to fail. If this happens, you must have the resilience to bounce back. Do not make unguaranteed promises. Do your best to help your client achieve reasonable goals and objectives.   Alan Weiss is a renowned consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc. has clients of over 500 leading organizations.  He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world.   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.

    29 min
  4. 09/16/2019

    EP 19: The Speaker's Platform -- Getting Fun and Lucrative Gigs

    In this podcast, we discuss:  Guidelines for TEDx Talk TEDx Talk subject - Parenting is a Breakthrough, not a Break from your career. Saying yes to the right questions to secure TEDx Talk Experience as a speaker as a pre-requisite to giving a TEDx Talk The popularity of TEDx Talks, even though they are non-paid.  TEDx talks selected for placement on TED.com website  Criteria for moving from TEDx to TED talks Process of building a speaking career to supplant or replace income. How a Speaker's Bureau works, along with advantages and process. Coaching individuals on topic selection, writing and delivering a speech   Bea Wray has dazzled audiences for 20 years speaking about entrepreneurship, leadership, and women in business. Although she has been taught by the best minds in academics and business at Harvard Business School,  motherhood was what really taught Bea how to negotiate, communicate in the business world, think on her feet and adapt to ever-changing circumstances. Raising three kids is undoubtedly the best training for understanding what it takes to succeed and thrive in the entrepreneurial universe. Those lessons traveled directly from the playroom to the boardroom.   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.

    29 min
4.8
out of 5
89 Ratings

About

Insurance and financial professionals: Advisorist is a podcast for advisors that want to grow their business with what's working NOW. Based on over 60,000,000 leads generated, get front-line hacks, tips, tricks and insider interviews on lead generation, appointment setting, scripts, funnels, strategy and growth - FREE! Learn more at www.advisorist.com