89 episodes

Advisor Advancement is a network for independent financial advisors from industry professionals. Powering the entrepreneurial spirit of the financial advisor profession, we cover topics like practice management, marketing, compliance, business development, and much more.

The Advisor Advancement Podcast Network USA Financial

    • Marketing
    • 5.0 • 1 Rating

Advisor Advancement is a network for independent financial advisors from industry professionals. Powering the entrepreneurial spirit of the financial advisor profession, we cover topics like practice management, marketing, compliance, business development, and much more.

    16 Ways From Sunday Ep. 21 – Coach Micheal Burt on Follow Up, Structure, and Activation of Prey Drive

    16 Ways From Sunday Ep. 21 – Coach Micheal Burt on Follow Up, Structure, and Activation of Prey Drive

    In this episode of 16 Ways from Sunday, Mark Mersman interviews Micheal Burt, aka Coach Burt, Founder of Micheal Burt Enterprises, a coaching and consulting business that teaches sales professionals, business owners, and those interested in rapid growth the five areas to get significant life in their business.  

    • 43 min
    Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice

    Ep. 20 Jonathan Arnold: On partnering with the mortgage industry to grow your practice

    In this episode of 16 Ways from Sunday, Mark Mersman interviews Jonathan Arnold, branch manager with Inlanta Mortgage. Jonathan discusses the importance of strategic partnerships and how the right mortgage professional relationship can be mutually beneficial to wealth management and financial planning professionals.

    • 52 min
    Advisor Skinny Bonus: Special Monday Plunge Edition

    Advisor Skinny Bonus: Special Monday Plunge Edition

    As the markets seem intent on adding to their volatility this week, this episode of Advisor Skinny is focused on commentary related to the stock market environment caused by the drop in oil prices, and accentuated by the fears surrounding the widening coronavirus outbreak. I share how and why the "circuit breaker" triggered in the S&P 500 on Monday of this week, and how you can use this information to help your clients better understand the market, and properly manage their concerns.

    • 10 min
    Advisor Skinny Bonus Episode: Special Coronavirus Edition

    Advisor Skinny Bonus Episode: Special Coronavirus Edition

    On this episode of Advisor Skinny, Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. He highlights how you can best position your practice to protect your current clients, and help assist future clients make better choices for their retirement.

    • 27 min
    Advisor Elevation Ep 10: Why Experience Matters with Dennis Moseley-Williams

    Advisor Elevation Ep 10: 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
    16 Ways from Sunday Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches

    16 Ways from Sunday Ep. 19 Sara Grillo: On the Two Sentence Rule and Elevator Pitches

    In this episode of 16 Ways from Sunday, Mark Mersman interviews Sara Grillo, financial author, podcast host, marketing consultant, and keynote speaker. They dive into conversation on elevator speeches, the two sentence rule, and the effectiveness of social media as it relates to financial advisor marketing.

    • 46 min

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