The Entrepreneurial Wealth Manager Podcast

The Entrepreneurial Wealth Manager Podcast
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Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers building thriving books of business. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com Want to be a guest on our podcast? Email ralph@getvyral.com

Episodes

  1. Episode 24: Lauryn Williams

    11/01/2017

    Episode 24: Lauryn Williams

    You’ll learn how Lauryn Williams took initiative to build her own Financial Planning business and how you can model her approach to building your business one client at a time. She educated herself so that in turn she can help pro athletes, millennials and anyone that needs a Financial Plan. Lauryn discusses how to approach new clients and the importance of education and communication and what it means to add value. OUTLINE - How to help Athletes and Millennials - Importance of educating your clients about money so they understand what you are helping them do which builds trust and rapport - Why 1 on 1 meetings are so important to get gauge where the client is financially so you know where to start - How to give free education to build trust and add value SUMMARY Lauryn Williams is a 4-time Olympian turned Registered Investment Advisor to help pro athletes and millennial clients. A 10-year veteran athlete, MBA and 3-time Olympic medalist, Lauryn found financial advice hard to come by in her athletic career, which led her to become the founder of Worth Winning, a financial planning/coaching company with an innovative, affordable model. Resources Email: lauryn@worth-winning.com www.worth-winning.com www.lauryn-williams.com https://www.facebook.com/LaurynWilliamsOfficial/ https://www.instagram.com/lauryncwilliams/?hl=en https://www.linkedin.com/in/lauryn-williams/ ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at danny.sweis@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    27 min
  2. Episode 23: Dr. Jack Singer

    10/23/2017

    Episode 23: Dr. Jack Singer

    You’ll learn how Dr. Jack Singer teaches Financial Advisors to take actionable skills to develop the mindset of a champion. How to combat the negative conversations you have with yourself about an event which is the actual culprit of your stress. What it takes to change your self-talk so that it is neutral or positive which ultimately gives you control over how you feel. Dr. Jack also will discuss the importance of being proactive with how you think rather than reactive. Also, how proactiveness can relate to communication with your clientele. OUTLINE - How to master stress and sustain mental toughness - Learn that stress is caused by the story we tell, not the actual event - How to change your self-talk to be more positive - Why you have the choice to decide how you feel about an event - How to be proactive with how to think rather than reactive - What it takes to proactive with your clients - How to get rid of unnecessary stress SUMMARY Dr. Jack Singer has spent 33 years teaching Professional, Olympic and World Champion athletes how to be successful through developing the mindset of a champion. Dr. Jack combines his sense of humor and professional experience to teach audiences how they can consistently bounce back from adversity, perform at their best under the most challenging circumstances, unlock their true potential, master their stress and supercharge their performance. Resources Email: drjack@advisingtheadvisors.com http://www.advisingtheadvisors.com/ www.developthemindofachampion.com http://drjacksinger.com/ https://www.linkedin.com/in/drjacksinger/ https://www.facebook.com/DrJackSingerSportPsychologist/ http://www.hypnosisnetwork.com/therapists/therapists_jsinger.php ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at danny.sweis@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    26 min
  3. Episode 22: Susan RoAne

    10/23/2017

    Episode 22: Susan RoAne

    You’ll learn how Susan RoAne teaches Financial Advisors how to work a room and build relationships. Also, Susan will go through the difference of connecting with people compared to networking with people. She explains how to self-introduce in less than 10 seconds and what you need to do to prepare yourself for an event. Susan also explains the 3 aspects to a conversation and how to bring the value to build a new relationship. She also explains the importance of knowing what is going on in the world to build a conversation and be relatable. Susan also jumps into great questions about how to get to the personal side of the relationship. Susan talks about how to borrow other people’s stories and lives to relate personally with more people. OUTLINE - How to be social, connect and mingle within a social networking environment - What is the difference between socializing and networking - How to prepare to work a room, what steps you take - The 3 points to introducing yourself to new people within 7-9 seconds - Learn the 3 aspects of a conversation (observations, reveal about yourself, ask questions) - The importance of being informed to relate to others - Why you need to treat people like people no matter their wealth class is - What is the 20% other than just showing up at an event? - How to be dynamic by borrowing people's stories. SUMMARY Susan RoAne is a bestselling author and a sought-after keynote speaker. She gives multi-generational audiences the required tools, techniques and strategies they need to connect and communicate in today’s global business world. A native Chicagoan, she received her Master’s Degree from San Francisco State University and her Bachelors from the University of Illinois Champaign-Urbana. Because of her groundbreaking best-seller, How to Work a Room®, which celebrates its silver anniversary with a brand new edition recently published in print, audio and digitally as an e-book, Susan is considered the undisputed and original networking and conversation expert and The Mingling Maven®. Over a million copies of her classic book have been sold worldwide. She also wrote The Secrets of Savvy Networking, What Do I Say Next? How To Create Your Own Luck and Face To Face: How To Reclaim The Personal Touch in A Digital World. Resources https://www.susanroane.com/ http://premierespeakers.com/susan_roane https://www.linkedin.com/in/susanroane/ https://www.facebook.com/SusanRoAneBiz/ ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Want to Be a Guest? Email us at danny.sweis@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    37 min
  4. Episode 21: Bart Wisniowski

    10/18/2017

    Episode 21: Bart Wisniowski

    You’ll learn how Bart Wisniowski built one of the best website companies that help Advisors build out websites so that they can attract more business and build their brand. Bart covers how to build out a website and how you can figure out what your website will be for and why you need it. You will also learn how Bart built his company and created an amazing culture and what you need to do to model his business approach to scaling your financial business. OUTLINE - Why do you want a website and what do you want to put into it - The importance of investing money into your self to grow and improve as leader in your company - How to find what you are passionate about in your business and focus in on executing tasks in that area. - How building his Bucket List program created commonalities and culture that aligned with their core values. - The reason having and mentor is so important and to not reinvent the wheel, do what the successful proved already works. SUMMARY Bart Wisniowski is the co-founder and director of Advisor Websites.com, a leading provider of website creation, support, and maintenance for professionals in the financial services industry. He is also co-founder of Tidal Multimedia, an award-winning web design firm specializing in large, user-based community portals. Bart also happens to have a small stake in an organic makeup line, Lippy Girl Makeup. This means that I know more than the average dude about beauty products and make for the occasional test subject as I happen to share a life and three children with the owner. One of his more rigorous endeavors at the moment is serving as the Chairman of Radness for Bucket List, a social media passion project of his. Since having fun and helping people build, work toward, and achieve their life goals are important to Bart, he takes this role very seriously. RESOURCES www.AdvisorWebsites.com https://www.bucketlist.org/ https://lippygirl.com/ http://www.bartwisniowski.com/ ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at danny.sweis@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    21 min
  5. Episode 20: Garrett Gunderson

    10/18/2017

    Episode 20: Garrett Gunderson

    You’ll learn how Garrett Gunderson helps his clients gain control over their cash flow and mitigate their risk with investments and all facets of their business. Also, Garrett explains how he built a team of experts just like the Rockefellers had and how you as an Advisor can do the same and help your clients create cash flow and protect themselves. OUTLINE - Garrett discusses Cash Flow management and the principals of being a Financial Planner - Garrett also explains the benefits of building a financial team to mitigate risk and create cash flow for your clients - Garrett teaches you as an advisor how to build your own financial team - He also discusses how to build a financial plan the right way - Last he teaches you the framework to build a client pool based on value and principals to help them achieve their goals. SUMMARY Garrett Gunderson is the Founder and Chief Wealth Architect of Wealth Factory, and New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and best selling author of What Would the Rockefellers Do? How the wealthy get and stay that way and how you can too. Forbes.com and Entrepreneur.com contributor. RESOURCES https://wealthfactory.com/ www.forbes.com/garrettgunderson https://www.facebook.com/garrett.gunderson https://www.linkedin.com/in/garrett-gunderson ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at danny.sweis@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    25 min
  6. Episode 019: Hilary Hendershott

    03/22/2017

    Episode 019: Hilary Hendershott

    You’ll learn how Hilary Hendershott helps her clients manage their money and reach their financial goals through examining their money scripts -- which centers on communication. Hilary also discusses why the majority of her clients are women, what sets her apart from other financial advisors, and what needs to happen for future generations to learn how to manage wealth. OUTLINE -Hilary discusses how her father became a financial advisor and why she became one as well -How to help change people’s mindsets and their “money scripts” -Why communication is key when it comes to money and financing -The realization that helped Hilary find her ideal audience: women - Helping clients make the right decisions to meet their goals -What needs to happen to educate younger generations about money SUMMARY Hilary Hendershott is the financial coach and CEO of Hilary Hendershott Wealth Management, one of the first and only female-focused Registered Investment Advisory firms in the country. Hilary uses her expertise to guide her clients to their financial goals. A behavioral finance expert, Hilary is able to help you reset your mindset and examine your “money scripts.” Hilary also goes over why communication is so important when it comes to finances, as well as the best time to talk to the younger generation about wealth management. RESOURCES http://www.hilaryhendershott.com/about-hilary/ http://www.hilaryhendershottwealthmanagement.com/ https://www.linkedin.com/in/hilarythecfp?authType=NAME_SEARCH&authToken=u2e_&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A4595793%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1464200039767%2Ctas%3Ahilary%20hend ABOUT THIS PODCAST Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com. Like Us on Facebook: goo.gl/dxDEJl ///The Entrepreneurial Professional Podcasts Meet Your Producer: Ralph Gramajo is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Ralph edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software. Want to Be a Guest? Email us at ralph@getvyral.com About Vyral Marketing Vyral Marketing helps you get more clients from your database. We interview you on a HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free atwww.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.

    28 min
  • 6 Episodes

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Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers building thriving books of business. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services. Learn more at www.getvyral.com Want to be a guest on our podcast? Email ralph@getvyral.com

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