12 episodes

Strategies for Independent Financial Advisors to Grow Their AUM through Marketing

The Marketing Podcast for Financial Advisors Indigo Marketing Agency, LLC

    • Investing
    • 3.2 • 11 Ratings

Strategies for Independent Financial Advisors to Grow Their AUM through Marketing

    Productivity and Technology for Financial Advisors with Tammy Hawkins

    Productivity and Technology for Financial Advisors with Tammy Hawkins

    In this episode, productivity and technology guru Tammy Hawkins will discuss how advisors can lead more efficient, less stressed, and happier lives by embracing systems and processes. We’ll review:
     
    The top technologies advisors need
    How advisors can approach new technologies and systems to be successful
    The three secrets to being productive and efficient
    The one productivity rule that will change your life
    How to stress less and get more done
    How to improve client service by embracing technology

    • 22 min
    Preparing to Sell Your Financial Advisory Firm with Ron Carson

    Preparing to Sell Your Financial Advisory Firm with Ron Carson

    Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times best selling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their practices including:
     
    What’s the selling landscape like for advisory firms today?
    How can advisors plan to get top dollar for their firm?
    What are the factors that go into valuing an advisory firm?
    How can advisors prepare five or ten years out to sell their firms?
    What are the factors that impact the success of a transaction?

    • 27 min
    Embracing a Specialized Niche as a Financial Advisor with Landon Loveall of KB Financial Advisors

    Embracing a Specialized Niche as a Financial Advisor with Landon Loveall of KB Financial Advisors

    We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche including: 
    How he chose his specialty
    How he uses niche marketing to reach his ideal clients
    His strategy to avoid alienating people who don’t fit his niche
    Proven successful specialty marketing tricks
    The one thing you can do today to start embracing a specialty today

    • 21 min
    How to Become a Specialist Advisor with Doug Rainbolt

    How to Become a Specialist Advisor with Doug Rainbolt

    We know that embracing a specialty can help advisors be more successful in their marketing, charge a premium for their services, and make it easier to find their ideal clients. But how can you go about choosing a specialty that’s right for you? In this episode, consultant to top advisors, Doug Rainbolt will explain:
    How to evaluate potential niches
    A proven process for defining your ideal client
    Solving the biggest problem facing your target market
    How to embrace a specialty you love
    Using your niche to market to your ideal prospects

    • 22 min
    Video Marketing for Financial Advisors with Jill Addison

    Video Marketing for Financial Advisors with Jill Addison

    Join us with Jill Addison, founder of FA Client Machine, who helps financial advisors leverage YouTube and video marketing. We'll cover:
    How YouTube helps you show up in search results
    The three key videos advisors should have on their websites
    How to use video to get people to know, like, and trust you
    The biggest mistakes advisors make with video
    Success stories of advisors using video
    How to get started on your first video today
     
    Link to Steve Hutchinson's video https://www.hutchinsonfamilyoffice.com/team/steve-hutchinson/
    Link to Jill Addison's website https://faclientmachine.com/about/

    • 18 min
    Search Engine Optimization with Mike Dobransky

    Search Engine Optimization with Mike Dobransky

    Join us to demystify search engine optimization for financial advisors. We’ll speak with Mike Dobransky, the top SEO specialist in the financial services industry who spent two years creating a SEO package that is compliance friendly and helps advisors get more traffic to their website. We’ll review:
     
    What is search engine optimization and why does it matter?
    What advisors need to know about SEO
    The three key changes you can make to improve your SEO today
    Why you don’t need to spend money each month on SEO
    The biggest SEO mistakes advisors are making
    The one thing you can do to improve you SEO now and into the future

    • 21 min

Customer Reviews

3.2 out of 5
11 Ratings

11 Ratings

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