8 episodes

Join Sharp Digital Marketing's founder, Steve Sharp, as you journey to the Sharp Side of Marketing. During the show, you'll hear marketing tips and trends he's seeing within the financial services industry as well as valuable insight from Sharp Digital clients as they share tips and experiences of their own, including ways they leverage their relationship with Sharp Digital Marketing. Download this monthly podcast on your favorite platform and never miss an episode. Steve will be joined on many of the episodes by Ben George, the Content Constable (and all things podcasting) at Third Wheel Media, the producers and sponsors of the Sharp Side of Marketing podcast. Learn more about Sharp Digital Marketing by visiting https://sharpdigitalmarketing.com/ and Third Wheel Media at https://thirdwheelmedia.com/ for all your digital marketing and podcasting needs.

The Sharp Side of Marketing with Steve Sharp Steve Sharp

    • Business

Join Sharp Digital Marketing's founder, Steve Sharp, as you journey to the Sharp Side of Marketing. During the show, you'll hear marketing tips and trends he's seeing within the financial services industry as well as valuable insight from Sharp Digital clients as they share tips and experiences of their own, including ways they leverage their relationship with Sharp Digital Marketing. Download this monthly podcast on your favorite platform and never miss an episode. Steve will be joined on many of the episodes by Ben George, the Content Constable (and all things podcasting) at Third Wheel Media, the producers and sponsors of the Sharp Side of Marketing podcast. Learn more about Sharp Digital Marketing by visiting https://sharpdigitalmarketing.com/ and Third Wheel Media at https://thirdwheelmedia.com/ for all your digital marketing and podcasting needs.

    Leveraging YouTube as a Financial Advisor

    Leveraging YouTube as a Financial Advisor

    More and more advisors are diving into video as part of their overall marketing plan and utilizing YouTube is a strategy that we hear about often. Most of the move to video came on the heels of the COVID pandemic when everyone was forced to go virtual and get comfortable on camera, and that’s continued on. 
    If you’ve thought at all about using YouTube or just want to get a better understanding of the platform, then this episode should help provide you with some of that information. Steve and Ben will discuss the best ways to leverage YouTube and explain why it’s a commitment to get started and keep it going. 
    Here’s some of what you’ll learn on this episode: 
    If you go the video route, you have to be willing to commit. (3:00)How are financial advisors working YouTube in their marketing strategy? (6:29)How to properly format your YouTube videos. (13:11)A story about an advisor that brought a client in after they watched videos on YouTube. (18:29) What kind of video services does Steve provide? (20:53)

    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 23 min
    Ep 7: Using Personality Profiling to Increase Your Closing Rate with Paul Carpenter

    Ep 7: Using Personality Profiling to Increase Your Closing Rate with Paul Carpenter

    There are no sure things in the marketing world but what if you knew the personality of your prospects ahead of time and could tailor your message to most effectively attract them to your services? Today’s guest, Paul Carpenter, has developed a personality profiling business tailored to advisors to help them close at a much higher rate thanks to the ability to build a connection much earlier.
    Around 10 years ago, Paul and his team began taking all of the personality profiling they had developed for corporate America and applied it to advisors. This would give financial professionals the ability to profile prospects before they ever came in for their first appointment. So whether you establish that first contact through a direct mail campaign or a seminar or another way, the advisor can capture the communication profile for a prospect to help them find a way to connect quickly and effectively. 


    If you’re looking for a different marketing approach, we highly recommend you listen to our conversation with Paul today. We’ll get deep into the psychology of it all and really break down how it all works. And this strategy isn’t just for bringing in new business. It’s also a way to better connect with your existing clients and forge a stronger relationship with those you already work with. 


    Here’s some of what you’ll learn on this episode: 
    Background on the idea behind personality profiling for advisors. (1:22)Where many advisors and business owners fall on the profile scale. (6:51)Applying what we know to our outgoing messages to attract a particular personality style. (13:04)The model buyers use against sales people that you need to take note of.  (21:16)Why Paul feels like many advisors are on the doorstep of success if they put in the work. (34:26) How do you unwind the competition to attract a prospect away from an existing relationship? (37:30)How can you use these personality profiles to provide a better client experience. (37:30)

    Learn more about Paul and his business: https://www.paulcarp.com/ 
    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 50 min
    Ep 6: Implementing Successful Digital Marketing Strategies with Charles Winfrey

    Ep 6: Implementing Successful Digital Marketing Strategies with Charles Winfrey

    Today we welcome on an advisor who has embraced the shift to digital marketing and found great success leveraging it to grow the geographical footprint of his business. Charles Winfrey, Senior Advisor of The Rollover Company in Nashville, is someone we’ve worked with for almost two years now and have watched him implement strategies in this digital world even when things have shifted back to in-person again.
    We asked him to be a part of the show to share his approach to digital marketing with you and to open up about some of the processes that have led to his success. Plus, his work with Marvin Mitchell has helped him evolve his business even further, and we’ll learn all about it in this episode.

    Here’s some of what you’ll learn on this episode: 
    How we were first introduced to Charles and the innovative stuff he was doing.   (1:40)Why he keeps a big piece of his marketing in the digital space despite the world returning to normal post-pandemic. (7:51)How his marketing methods have evolved by working with Marvin Mitchell. (17:40)Why your team and your process matter for capturing leads. (30:32)Building a team and a larger practice versus working independently. (38:55)  
    Learn more about Mike: https://www.rollovercompany.com/index.php 

    Check out his masterclass: https://www.financialadvisormasterclass.com/optin1668175222861  


    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 51 min
    Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe

    Ep 5: The Self-Directed Brokerage Account Opportunity with Mike Rowe

    Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors.
    We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some time with Mike explaining it a bit further. If you think it might be something you want to implement, please reach out.  
    Here’s some of what you’ll learn in this episode: 
    ·      What is the self-directed brokerage account and what advantages does it provide to advisors? (1:08)
    ·      How they help advisors identify companies that offer self-directed brokerage accounts. (6:05)
    ·      The tools and resources Howard Capital provides. (9:36)
    ·      This is an untapped market that could become a niche for advisors. (12:20)
      
    Learn more about Mike: https://howardcm.com/index.php/meet-the-team/sales-team-michael-rowe/ 


    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 15 min
    Ep 4: Building a Sales System for Advisors with Cory Chapman

    Ep 4: Building a Sales System for Advisors with Cory Chapman

    Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into. 
    We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new program called Advisor Works will give other advisors a chance to utilize his sales system and make their jobs easier day-to-day.  
    We’ve seen his structure and process first-hand as we help implement this new program for Cory and wanted to share a little more about the work that’s happening. 
     
    Here’s some of what you’ll learn on this episode: 
    ·      Background on our conversation today.  (1:23)
    ·      Cory’s journey in the military, flirtation with law school, and how he found finance.  (3:55)
    ·      Details on the new Advisor Works program he’s launching. (10:29)
    ·      The marketing elements that will be a part of this new system. (15:27)
    ·      What other plans does Cory have in his personal practice? (20:14)
    ·        (28:38)
     
    Learn more about Cory: https://www.efcwealthmanagement.com/who-we-are/about-cory/ 
     


    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 24 min
    Ep 3: How a Financial Advisor for Pilots Got His Business to Take Off

    Ep 3: How a Financial Advisor for Pilots Got His Business to Take Off

    Today’s guest is someone we’ve grown to know extremely well over the past year or so, and his drive has really pushed us to step up our game. Ryan Fleming, MBA, RICP, CRPC is a pilot and financial advisor who only works with other pilots, and we began working together just over a year ago.  
    During that time, we built an incredible relationship with Ryan, both personally and professionally, and he was seeing so much value from the time we were spending together that he helped us launch our VIP program while becoming the first client. 
    ‘The Pilot’s Advisor’ is what he’s now known for and this micro-niche he’s carved out and anchored his marketing to has helped his business take off. On this show, we wanted to give him a chance to share his story and talk about the wins, but we also wanted to give you a peek behind the curtain at how we interact with our clients.
     
    Here’s some of what you’ll learn on this episode: 
    ·      Background on Steve’s relationship with Ryan (1:23)
    ·      When Ryan decided to take the leap and how it changed his business. (8:52)
    ·      What made Ryan go all-in with our services. (11:43)
    ·      Becoming a team to get the most out of your marketing.  (17:56)
    ·      The one piece of advice that Ryan would give other advisors. (22:48)
    ·      What are the first steps if you want to work with us to grow your business? (28:38)
     
    Learn more about Ryan’s business: http://thepilotsadvisor.com/ 
    If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

    To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

    • 30 min

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