55 episodes
Advisors Unscripted Justin Woodbury
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- Business
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5.0 • 11 Ratings
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Advisors Unscripted is a weekly podcast featuring top advisors from all over the country sharing real life struggles and successes, as well as how they make a difference in their clients’ lives. As indicated in the title, Advisors Unscripted tackles unconventional topics, even the ones that aren’t as popular, such as why suicide statistics for financial advisors reach into the top five professions in the country, or why some of most successful advisors in the industry can’t afford their next marketing campaign. Advisors Unscripted is hosted by Justin Woodbury, who is also the Chief Marketing Officer of Tucker Financial Group.
*The contents of this podcast are for Financial Professional Use Only. Insurance-only agents are not licensed to offer investment advice.
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From Motown Dreams to Financial Success: The Unscripted Journey of Martin S
In today’s Advisors Unscripted, Martin S. talks about his dream to pursue a career in music as the next Berry Gordy before entering the financial industry, where he would eventually earn his CRPC®, AIFA® and become president of an advisory. Along the way, he attended one of the premier HCBUs at Howard University in Washington, D.C., and found work at the Department of Commerce. He got married, had a child and after a successful stop at Merrill Lynch as a financial professional, decided to start his own firm. It was during this transition that Martin said he learned the valuable lesson of serving his clients’ needs and not discriminating based on the amount of assets they had. He also discusses the life of his grandfather as an anomaly in the legacy of racism. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice. -
Breaking the Mold: Empowering Women Through Financial Planning
In this episode of Advisors Unscripted, CEO Stephanie M. discusses her journey to founding an advisory that specializes in financial planning for women. Inspired by a financial advisor father, Stephanie had trouble adopting the sales-based mindset. Instead, she found her path to success by just explaining to people what she does. Stephanie also discusses the impact her unusual videos have had on prospects and referrals, as well as how simply sharing stories can melt away the fears many women have been taught to have about money. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice. -
Beyond Numbers: The Human Side of Financial Advising
In this episode of Advisors Unscripted, CEO Karlan T. notes the day he knew he wanted to make a career of helping people retire. He saw an older woman crying at a gas station. She told him she was recently widowed and did not know how to put gas in her car because her husband had always taken care of it before. At that moment, Karlan understood how the woman likely needed help with her finances, as well, and that he could help make a difference for her. That was 40 years and thousands of clients ago, but Karlan still finds his greatest satisfaction comes from feeling like he has truly helped improve the well-being of his clients. He also talks about how it’s important for him to read every day, use multi-channel marketing, and to sett goals that will exponentially increase his business. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice. -
Sky High Finances: Navigating the Dual Career of an Airline Pilot & Financial Advisor
In today’s Advisors Unscripted, David Y. talks about the challenges of a split career in his work as an airline pilot and financial advisor. He says some of his financial business comes from conversations in the cockpit with his fellow pilots, including one that occurred during an extremely dangerous flight. He has also experienced great success from teaching college courses and hosting workshops instead of the dinner seminars common to our industry—in other words, he finds clients without solicitation. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice. -
The Future Is Now: Leveraging Media and AI to Stand Out as a Financial Advisor with John P.
In this episode of Advisors Unscripted, technology CEO and advisor John P. explains why he thinks media offers the greatest leverage any financial advisor has in their business. He discusses how to incorporate AI into your routines, as well as how you can drive consistent engagement with clients and prospects. Creating your own story for clients, John says, is what will separate you from the noise of the other media stories they hear about the market every day. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
-
Cary C. Rising Strong: Empowering Women Through Wealth
In today’s Advisors Unscripted, we speak with author, award-winning financial planner and CFP Board ambassador Cary C. about how she grew up learning from her father about money and finance. After working her way through leadership positions, she focused on serving as a voice for educating women about wealth. In 2019, Investopedia ranked her fourth in their Top 100 among financial planners in the country, but after her company was taken over by Goldman Sachs, her “whole world fell apart.” She explains how she put it back together. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
New episodes every Monday!
Please subscribe, rate, and review!
Listen on your favorite podcast app.
Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.
Follow Us on Social Media!
Facebook: facebook.com/advisorsunscripted
Instagram: Instagram.com/ advisorsunscripted
Twitter: twitter.com/advsrsunscrptd
LinkedIn: linkedin.com/ company/advisorsunscripted
*The contents of this podcast are for:
Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.
Customer Reviews
Great listen
Love this podcast. Great mixture of industry expertise and fascinating personal stories from advisors.
Love it!
Informative and helpful.
The Real
No agenda here. Just learning and growing as humans together. Hearing the stories helps open the realm of opportunity for others. I can listen and feel safe to grasp onto ideas because I know there is no hidden agenda behind the words that could hurt me later. Well done.