The Focused Advisor Podcast

Ryan Ross - Independent Financial Advisor Marketing
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Building An Enduring Independent Financial Advisor Practice

  1. 09/16/2025

    Derrick Kinney

    Derrick Kinney is a Crowd-favorite speaker & storyteller helping advisors make more money + meaning. He is a Former Top 1% Advisor, and has been featured on FOX, CNBC & top podcasts. We delve into the art of effective communication and branding specifically for financial advisors. We talk about strategies to build trust and credibility with clients, enhance your personal brand, and communicate complex financial concepts with clarity and confidence. These insights will help you stand out in a competitive market. Connect w/ Derrick: https://www.derrickkinney.com/ https://www.linkedin.com/in/derrickkinney/ (00:00) Introduction and Family Entrepreneurship03:51 Derrick's Journey into Financial Advisory07:04 Building Community Connections10:04 Soft Skills  to use in your practice14:51 Structuring Financial Advisory Services17:46 Positioning as a Specialist21:02 Creating Relatable Connections23:58 Speaking Engagements and Personal Goals26:57 The Power of Community Involvement29:47 The Psychology of Client Relationships33:09 The Entertainer's Mindset in Financial Advising39:40 Building Connections Through Content Creation46:39 The Importance of Engagement and Authenticity52:48 Transitioning from Podcasting to Speaking and Coaching54:41 Effective Communication Strategies for Advisors

    1h 2m

  2. 06/09/2025

    Don Connelly on Storytelling

    Summary In this conversation, Ryan Ross and Don Connelly explore the significance of storytelling in financial advisory, emphasizing how effective communication can build trust and enhance client relationships. They discuss the importance of understanding client emotions, the art of storytelling, and strategies for crisis communication. Connelly shares insights on avoiding burnout in the advisory profession and the necessity of simplicity and readability in communication. The discussion highlights the need for advisors to think long-term and to practice their storytelling skills to connect with clients effectively. In this conversation, Don Connelly shares insights on effective communication in financial advising, emphasizing the importance of understanding the client's perspective and avoiding the 'curse of knowledge.' He discusses crafting a unique value proposition, effective closing techniques, and innovative strategies for generating new business. Connelly also highlights the significance of niche marketing and the components that make a niche successful. He stresses the need for advisors to communicate effectively during volatile markets and the importance of sticking to the basics for long-term success. Chapters 00:00 The Evolution of Storytelling in Communication 03:11 The Journey into Financial Advisory 05:52 The Art of Storytelling for Advisors 08:52 Building Trust Through Effective Communication 11:59 Crisis Communication Strategies 14:54 Understanding Client Emotions 17:52 The Importance of Readability in Communication 20:59 Long-Term Thinking in Financial Advisory 24:05 Avoiding Burnout in the Advisory Profession 26:52 The Role of Simplicity in Financial Communication 30:50 The Curse of Knowledge in Communication 33:38 Crafting a Unique Value Proposition 37:20 Effective Closing Techniques for Advisors 40:08 Innovative Business Generation Strategies 43:04 The Importance of Niche Marketing 47:03 Components of a Successful Niche 50:33 Communicating During Volatile Markets 52:46 Staying Grounded in Basics for Success

    55 min

  3. 04/30/2025

    Jake Robinson , Founding Partner of Roy Matlock Jr. Advisory

    What do acting, database marketing, and one of the biggest names in financial radio have in common? Jake Robinson. In this episode, I sit down with Jake—financial advisor, software builder, and behind-the-scenes catalyst for Dave Ramsey’s early radio career—to explore one of the most unconventional and compelling journeys in the advisory world. Jake shares how a pizza shift turned into a speaking role in a Hollywood movie, and how that same performer’s mindset helped him build a top-producing office with over 50,000 clients and $1 billion AUM at its peak. We talk about: The radio show that launched Dave Ramsey’s career—and why Jake’s firm had to walk away from it Why most CRMs fail advisors (and what Jake’s team built instead) How their system helped agents double income in under a year What “push-button, make-phone-ring” marketing actually looks like How to build collaboration (not competition) in a crowded industry Why dinners are Jake’s #1 growth strategy—and how to host them right Why Uber rides, birthday cards, and 59½ birthdays are all prospecting goldmines Jake also explains the concept of optimization—from handshakes to voicemail greetings—and how that one word has guided his entire professional life. Whether you’re an advisor, marketer, or firm owner, you’ll come away with fresh ideas, real tactics, and a new appreciation for doing things a little differently. 🎧 Listen now to hear the full story.

    56 min

  4. 02/28/2025

    Victor Medina of Palante Wealth Advisors

    Victor Medina is aPresident & Founder at Palante Wealth Advisor. He is also the Founder of Medina Law Group which serves Palante Wealth Advisors exclusively. Victor on Linkedin CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

    42 min

  5. 02/27/2025

    Sam Shepler: Testimonials Work So Well They Were Banned.

    Sam Shepler is the CEO at Testimonial Hero. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

    21 min

  6. 01/22/2025

    Branding For Independent Financial Advisors

    Greg Yates and Kirti Naik are global branding and marketing experts. Kirti has build global brands across financial services, at Citi, Oppenheimer Funds, Russel Investments, BNY Mellon, and others. Greg is the former CMO of Institutional Investor. This is a wide ranging conversation that will also give you a great understanding of how Independent Financial Advisors can build their brands in 2025. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

    1h 2m

  7. 01/08/2025

    Drones, DOGE, Interest rates & Hand Shakes

    In this episode of the Focus Advisor Podcast, host Ryan Ross sits down with Peter Dizdar of Palumbo Wealth Management to dissect the year that was and peer into the crystal ball of 2025. As the financial services industry grapples with technological disruption, regulatory shifts, and evolving client expectations, advisors are at a crossroads. How can they navigate this changing landscape while staying ahead of the curve?Join Ryan and Peter as they dive into: The unexpected drone invasion that put their New Jersey towns on the map Supreme Court rulings that could reshape the regulatory environment The potential impact of AI on compliance and advisor efficiency Strategies for growth in a rapidly evolving industry . Book recommendations to keep you sharp in the coming year From market volatility to the rise of AI, this episode is packed with insights to help financial advisors thrive in uncertain times. Whether you're a seasoned pro or just starting out, you won't want to miss this candid conversation about the future of wealth management. CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

    37 min

  8. 12/13/2024

    AI for Independent Financial Advisors: Eden Ovadia, Co-founder of FINNY

    In this episode, we dive into the future of the advisory world with Eden Ovadia, co-founder of FINNY, a revolutionary platform that’s transforming how independent financial advisors grow their businesses. 👨‍💻 The Problem: With traditional client acquisition methods eating up to 70 hours per lead, the financial advisory space is overdue for innovation. How can advisors break free from the inefficiencies of manual prospecting and scale their growth sustainably? 💡 What You’ll Learn: How AI is reshaping organic growth strategies for advisors. Why identifying a niche is no longer optional—it’s essential. The inside story of Finny, from its Y Combinator roots to becoming the “Hinge” for financial advisors. Tactical insights into making meaningful, personalized connections with prospects. Whether you’re an advisor struggling to define your niche, or simply curious about how AI can simplify your business, this conversation will equip you with actionable strategies and a peek into the game-changing tools shaping the future of advising. Read more here: https://ifamktg.com/podcasts/ai-for-financial-advisors-eden-ovadia/ CONTACT US TODAY: Independent Financial Advisor Marketing Website: https://ifamktg.com Email: ryan@ifamktg.com Phone: (973) 738 - 9308 FOLLOW US ON SOCIALS: Facebook:   https://www.facebook.com/profile.php?id=61565896600772 LinkedIn:   https://www.linkedin.com/company/ifamktg/ Instagram:  https://www.instagram.com/ifa_mktg/

    43 min
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About

Building An Enduring Independent Financial Advisor Practice

Information

  • Creator
    Ryan Ross - Independent Financial Advisor Marketing
  • Years Active
    2024 - 2025
  • Episodes
    22
  • Rating
    Explicit
  • Copyright
    © Ryan Ross - Independent Financial Advisor Marketing
  • Show Website
    The Focused Advisor Podcast