Tag: Financial Advisor

FEATURE
Simplifying Finance: Transforming Complex Concepts into Tangible Asset Maps with Alison Susko (Ep. 20)

Simplifying Finance: Transforming Complex Concepts into Tangible Asset Maps with Alison Susko (Ep. 20)

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Advisors strive to provide their clients with valuable and accurate financial guidance, but occasionally, the information they present fails to strike a chord with the end client. While financial advisors may find themselves enthusiastic about showcasing charts and graphs depicting products and returns, clients often require something more tangible and easily understandable to truly grasp their financial situation. 

In this episode, Lara is joined by Alison Susko, Vice President of Community at Asset Map. Drawing from her extensive 15 years in the financial technology industry, Alison brings a wealth of knowledge to this discussion.

Together, Lara and Alison emphasize breaking down intricate concepts and transforming them into a concise Asset Map for your clients. Alison elucidates how creating a discovery questionnaire empowers you to achieve the equivalent of a third meeting with your client during the very first encounter. Gathering essential information about a client before the first meeting not only enhances productivity, but also establishes trust quickly and enables potential clients to assess whether you are the perfect fit for their needs right from the start. 

In this episode, you’ll learn key concepts on: 

  • Simplifying complex financial topics to make them easily digestible for clients
  • Pivoting from educator to advisor with proven tactics
  • Creating a comfort level between advisor and client
  • An exclusive invitation to White Glove’s Annual Host University — an extraordinary event that promises to transform your marketing perspective
  • And more!

 

Connect with Lara Galloway:

Connect with Alison Susko

Host University 2023: 

About our Guest: 

Alison Susko is VP of Community at Asset Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey. 

Alison has been working in the financial technology industry for over 15 years specializing in Account Management, Training and Partnership Development/Growth. 

Before joining Asset Map in 2018, she worked at eMoney Advisor where she oversaw Account Development and Enterprise Relationships and Docupace Technologies where she created and ran their Training Department. 

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FEATURE
The Virtual First Advantage: Empowering Financial Advisors in the Digital Age with Ross Marino (Ep. 19)

The Virtual First Advantage: Empowering Financial Advisors in the Digital Age with Ross Marino (Ep. 19)

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It’s vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and tailoring solutions accordingly. Financial advisors who prioritize the human aspect of their profession can provide empathetic support, establish trust and offer a more holistic approach to their clients’ financial well-being. 

In this episode, Lara is joined by Ross Marino, CFP®, CeFT®, an esteemed financial advisor with over 30 years of experience. As an author, social entrepreneur and founder of Transitus Wealth Partners, Ross brings a wealth of knowledge to the discussion. Together, they explore the concept of being “Virtual First” and its potential as a powerful tactic for financial advisors. 

Ross explains how going virtual can expand one’s client base, enhance productivity and improve efficiency. The barrier to connecting with clients is remarkably low in the virtual realm, making it an accessible and effective strategy for advisors seeking to strengthen their practice. 

In this episode, you’ll learn: 

  • Strategies for gaining and retaining clients virtually
  • How to screen clients via Zoom for increased efficiency
  • Why and how the virtual environment can strenghten client relationships
  • The differences between traditional financial planning and transitionist planning
  • And more!

 

Connect with Lara Galloway:

Connect with Ross Marino:

Resources

Host University 2023:

About our Guest: 

Ross Marino has been a financial advisor for 30+ years, and he fell in love with investments in the 9th grade when he received a copy of Money Magazine as a birthday gift. He’s an author, social entrepreneur and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance.

Ross also founded Advisor2x (A2X), a professional development company for financial advisors. A2X hosts the SHIFT Conference for financial planners who value the psychology of financial planning and the Wealth@Wor(k) conference for 401(k) advisors. He also hosts over 50 podcasts and YouTube shows each year and recently published his first book with co-author Susan Bradley — Shaping Change: How to Respond When Life Disrupts Your Retirement Plans.

Ross has been married for over 30 years, has two wonderful children and shares his home with multiple pets that live to be served by humans. 

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FEATURE
Unlock the Power of Estate Planning: Navigating Taboo Conversations & Crafting a Lasting Legacy with Lara Galloway (Ep. 18)

Unlock the Power of Estate Planning: Navigating Taboo Conversations & Crafting a Lasting Legacy with Lara Galloway (Ep. 18)

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Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly why you should incorporate it into your seminar marketing model. 

In this captivating episode with Lara Galloway, SVP of Channel Management at White Glove, you will discover the profound significance of estate planning and gain insights on how to navigate these crucial yet often taboo conversations with your clients and their families.

Additionally, the episode will cover effective strategies for crafting a compelling next generation succession plan, enabling you to secure the loyalty and trust of the future generation. As you assist your clients in building and expanding their wealth, it becomes imperative to discuss the destination of their legacy once they’re gone. Don’t miss out on this discussion that will empower you to enhance your practice and provide even greater value to your clients.

In this episode, you’ll learn: 

  • How to navigate challenging conversations surrounding estate planning
  • Strategies for capturing the next generation of investors
  • Proven tactics for attracting and retaining individuals who haven’t yet established an estate plan
  • An exclusive invitation to White Glove’s Annual Host University — an extraordinary event that promises to transform your marketing perspective
  • And more!

 

Connect with Lara Galloway:

Host Univeristy:

About our Host: 

As SVP of Channel Management, Lara drives collaboration between White Glove’s Resource Partners, expanding industry reach and providing financial professionals with educational resources to aid their success. Lara leverages her experience as an accomplished entrepreneur and business coach, helping both White Glove’s employees and clients hone their speaking and selling skills while also offering insights on practice management.

 

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FEATURE
Building a Powerhouse Network with Meg Hanington and Genevieve E. Thayer (Ep. 13)

Building a Powerhouse Network with Meg Hanington and Genevieve E. Thayer (Ep. 13)

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Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders. 

In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beacon Partners. They will share their vast knowledge and experience on the critical importance of networking with specialized professionals and reveal strategies to help you build a powerhouse network that can change the trajectory of your career or business. 

In this episode, you’ll learn:

  • How to identify and find the right specialists to serve your clients’ every need
  • Strategies to boost your credibility and gain referrals from industry professionals
  • Tried-and-true methods for forging a diverse and sustainable network
  • And much more!

Success is not defined by doing everything on your own. The power of community and partnership may surprise you. 

Connect with Lara Galloway: 

Connect with Meg Hanington, EPC, and Genevieve E. Thayer, EPC: 

About our Guests: 

Co-founder Meg Hanington spent a number of years working at Merrill Lynch in finance, asset management technology, and product management. She now supports independent financial advisors to identify their barriers, get off autopilot and help them to build their “ideal” practice through coaching, consulting, emotional quotient programs, and aligning their people with purpose. Meg’s unique ability to listen and understand her client’s goals and implement a workable solution for achieving them has been a recipe for success. 

With nearly 20 years of experience as an operations expert in the financial services industry, Genevieve’s background includes extensive compliance, technology, and client relationship management. She excels at designing solutions to improve processes and building efficiencies in to the day-to-day operations of an organization. As an executive and leadership coach, she encourages her clients to challenge the “status quo” and think beyond their current barriers to effectively and honestly implement meaningful changes for themselves and their organizations. 

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FEATURE
The Harbor Pilot Analogy: Your Role in Navigating the Waters of Retirement With Frank Maselli (Ep. 9)

The Harbor Pilot Analogy: Your Role in Navigating the Waters of Retirement With Frank Maselli (Ep. 9)

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Analogies are a powerful tool that can be used to simplify and enhance your clients’ understanding of complex subjects. 

This week’s guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor’s role as a specialist guide for the retirement journey. 

Listen in as Frank explains how the role of a harbor pilot, guiding ships through dangerous waters until they reach safe harbor, directly relates to the work financial advisors do for their clients. He provides a detailed overview of the analogy and resources for advisors looking to bring fresh and relatable perspectives to their clients and prospects. 

In this episode, Frank delves into:

  • The importance of using analogies to effectively communicate complex financial concepts to clients
  • The benefits of using the Harbor Pilot Analogy
  • Practical tips and tools for incorporating the Harbor Pilot Analogy into workshops, seminars, and one-on-one client meetings
  • The origin of his inspiration for this unique concept
  • .…And more!

Don’t miss out on this valuable insight from Frank Maselli. Tune in now!

Resources:

Connect with Frank Maselli:

About our Guest: 

Frank Maselli is a 3X best-selling author, award-winning keynote speaker, and coach in the financial services industry.

For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their businesses with modern skills that resonate with today’s clients. His programs are founded on a deep expertise in human psychology, and he is renowned for his cutting-edge thinking and electrifying delivery.

Currently, Frank speaks nationally at every level, from branch offices to stadium-sized meetings. He also offers one-on-one customized coaching and serves as one of White Glove’s Premier Coaches.

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FEATURE
Success After Succession: Maximizing the Value of Your Business (Ep. 8)

Success After Succession: Maximizing the Value of Your Business (Ep. 8)

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Although the advisory business has been around for many years, the concept of true succession planning has not been. Many advisors treat it like an event as opposed to a plan, but the process must be thoughtful, deliberate, and focused on maximizing value and on the client.

In our latest episode, we delve into the importance of preparing for the eventual transition of leadership and how it can mean the difference between the continued success or failure of your business long after you step down.

Join us as we discuss succession planning with our special guest Phillip Ackers, an expert in the field with over 35 years of experience. Phillip, Founder, and Principal at Lakeshore Performance Limited will share his knowledge on the essential elements of a strong succession plan and the key steps advisors should take to ensure they maximize the value of their business. 

In this episode, you’ll learn: 

  • How to incorporate a comprehensive succession plan into your practice and why it’s crucial for long-term success
  • The importance of shifting away from a transactional approach
  • The consequences of neglecting succession planning and how to safeguard your business from potential risks
  • And more!

Connect with Phillip Ackers: 

About Phillip Ackers: 

Phil is the principal and founder of Lakeshore Performance Limited – a company focused on helping firms and advisors address their key issues and challenges.  

With over 35 years in the financial services industry, Phil has worked with firms and advisors in Canada and the U.S., helping them unlock their potential. Phil has worked with advisors focused on developing both their insurance and wealth businesses right through to those who are in the private bank.

Phil is a CPA and has his MBA, which assists in applying a pragmatic and business lens focused on creating efficiencies and profitability.

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Busy Was Killing Me with Allyson Lewis (Ep. 3)

Busy Was Killing Me with Allyson Lewis (Ep. 3)

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What does “being busy” mean to you? 

Being busy is worn by many like a badge of honor, but does it actually produce the results we set out for? Or, is there a better way?

In this week’s episode, Lara brings on our guest Allyson Lewis, CEO and founder of The 7 Minute Life, a step-by-step productivity and time management program, and a globally recognized author and speaker, as she shares three proven strategies for success in productivity and time management.

As a time strategy and productivity expert with 30 years of experience in the financial service industry including 24 years with Morgan Stanley, Allyson figures out what changes are needed and works with individuals, teams, companies, and entrepreneurs sharing groundbreaking strategies revolutionizing corporate cultures.

Today Allyson is sharing those insights with listeners.

Allyson discusses: 

  • The value of time and how to leverage your day even with limited hours 
  • How to have a clear compelling story that relates to clients
  • How to be intentional about reaching your highest human potential
  • Where “The 7 Minute Life” idea originated from

Resources:

Connect with Allyson Lewis: 

Connect with Lara Galloway: 

About Our Guest:  

Allyson Lewis has worked in the financial services industry for 31 years Including 24 years at Morgan Stanley and seven years at Merrill. She’s the author of five books that have been translated into four languages and has sold over 130,000 copies. Her YouTube channel has over 2.1 million minutes watched and she is a globally recognized author and speaker. Allyson’s clients have included Kellogg’s, Morgan Stanley, Northern Trust, and the FBI.

She’s been a guest on CNN and Bloomberg Information TV. Her work has been seen in Investors Business Daily, Advisor Today, the Los Angeles Times, the Chicago Times and FAST Company.

Currently, Allyson stands as the CEO and Director of Learning and Innovation at The 7 Minute Life, a time management training company. 

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