10 episodes

The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.

Emerging Advisor Podcast emergingadvisor

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The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.

    Ep 10: Overcoming the Challenges Currently Facing Advisors

    Ep 10: Overcoming the Challenges Currently Facing Advisors

    The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-10-overcoming-the-challenges-currently-facing-advisors/ 
     
    About our guest: https://www.logictrac.net/ 
     
    What we discuss on this episode: 
    1:38 – Background on how we met Bill
    3:07 – Bill’s professional background
    5:13 – LogicTrac
    10:15 – 3 different closes to be used
    13:38 – Power of professional relationships
    20:09 – Scott shares a story about a great client referral
    22:37 – Positive approach
    25:32 – If you want to learn more about this process

    • 30 min
    Ep 9: What We’ve Learned from Teaching Virtual Classes

    Ep 9: What We’ve Learned from Teaching Virtual Classes

    The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-9-what-weve-learned-from-teaching-virtual-classes/ 
     
    What we discuss on this episode: 
    0:48 – Introducing our guest today   
    3:00 – The two weeks leading up to the class  
    6:20 – Importance of practice  
    7:31 – The routine on the day of classes
    9:28 – It’s a time commitment
    11:44 – Not a high-pressure sales situation
    13:50 – Recapping the experience

    • 17 min
    Ep 8: Embracing New Technologies & Processes with Don Anders

    Ep 8: Embracing New Technologies & Processes with Don Anders

    We’ve talked about using this time in 2020 as an opportunity to evaluate and improve your business. One area that needs the attention of many advisors is marketing and lead nurturing. Today we welcome on Don Anders of Advisor’s Platform to tell us how to embrace new marketing platforms and processes to reach prospects and convert them into clients.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-8-embracing-new-technologies-processes-with-don-anders/ 
     
    Connect with our guest: https://www.advisorsplatform.com/ 
     
    What we discuss on this show: 
    0:45 – Joined today by Don Anders
    2:34 – When he first started marketing on Facebook
    4:20 – Shift from direct mail to digital
    6:39 – How you should think about list-building and your database
    14:50 – Lead management  
    15:28 – Coffee Drops
    19:12 – Consistency is key
    23:38 – Digital marketing companies
    27:04 – Don’s story of how he transitioned his business to virtual
    34:07 – Use this time to be introspective about your business
    39:56 – How to learn more about what Don does

    • 43 min
    Ep 7: Finishing Out 2020 & Planning for the New Year

    Ep 7: Finishing Out 2020 & Planning for the New Year

    In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-7-finishing-out-2020-planning-for-the-new-year/ 
     
    What we discuss on this show: 
    0:57 – Starting the webinar  
    2:06 – Goals for today’s show
    3:15 – Having a growth mindset with your business
    4:19 – What we’re focused on for keeping momentum in Q4
    6:01 – Success from just picking up the phone and calling
    7:27 – Thanksgiving plans
    8:25 – Preparing for another possible shutdown
    10:48 – Hit the ground running at the beginning of January
    12:00 – What we’ll be doing
    13:40 – Marketing and innovation
    17:58 – How do we deliver the advice for you?
    19:45 – Is your business serving you?
    22:42 – What improvements do you want to make in 2021?
    25:20 – Who and what do you need to work virtually?

    • 29 min
    Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®

    Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®

    Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-6-the-keys-to-effective-communication-with-adam-cufr-ricp/ 
     
    About our guest: https://fourthdimensionfinancial.com/author/adam_cufr/ 
     
    What we discuss on this show:
    1:06 – Beginning of the webinar  
    3:14 – Adam’s writing background
    4:42 – Improving the number of ‘touches’ with clients  
    7:58 – What to communicate with clients  
    12:57 – Being intentional about the growth of your business   
    16:40 – What this year has taught us
    22:13 – A key question you need to ask yourself before sending out something.
    23:05 – Thoughts on a focus group Scott had with families and his employees.
    27:03 – As relationships mature, communication methods change
    30:51 – Summarizing today’s discussion
     

    • 36 min
    Ep 5: Running Your Practice Virtually

    Ep 5: Running Your Practice Virtually

    Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
     
    Read more and get additional resources here: https://www.emerging-advisor.com/ep-5-running-your-practice-virtually/ 
     
    What we discuss on this episode: 
    1:37 – What we want to talk about today.
    2:14 – What changes Scott’s office has made.
    3:20 – Client meetings going virtual
    4:47 – How Sean has made the transition.
    7:05 – How to teach virtually
    10:18 – Virtual is here to stay and we have to rethink our practice
    13:01 – One thing advisors should do right now

    • 15 min

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