Tag: Financial Advisor Marketing

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Assessing Your Brand: Go Undercover to Get Ahead with Alana Kohl (Ep. 12)

Assessing Your Brand: Go Undercover to Get Ahead with Alana Kohl (Ep. 12)

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When was the last time you took an honest assessment of your brand? If you haven’t taken the steps already this year, now is the time to assess your brand for what it is.  As you move forward in 2023 and beyond, there are several checkpoints to consider that will help you achieve long-term benefits from your business-building efforts.  

To lay the foundation for your future success, it all starts with a truthful evaluation of your brand, which is essentially your reputation. In this episode, Lara Galloway is joined by Alana Kohl, the Founder of AdvisorPR®, accomplished brand consultant, communication strategist, and publicist to discuss why and how advisors should go “undercover” to assess their brand.

In this episode, you’ll learn:

  • The three components of building a sharable brand to establish a competitive advantage in the marketplace
  • Why advisors should conduct a thorough analysis of their competitors’ marketing efforts
  • The importance of brand differentiation 
  • How to apply the four brand assessment questions to your own experience
  • And much more!

Resources:

Connect with Alana Kohl: 

About our Guest: 

Alana Kohl is the founder of AdvisorPR® and an accomplished brand consultant, communications strategist, and publicist. Established in 2005, AdvisorPR is exclusively dedicated to serving financial professionals and organizations’ comprehensive marketing communications needs.  

Through innovative turnkey PR programs and a proven approach to media relations, the AdvisorPR team has been able to skillfully and systematically secure substantive media placements for its clients through every market and economic cycle and across diverse media platforms, including local, national, and industry outlets. 

Alana’s leadership has been pivotal in shaping and supporting some of the industry’s most significant evolutions—from communication strategies surrounding economic and legislative changes to guiding advisors to establishing independent brands and launching thought leaders to new levels of success.

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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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Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

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With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. 

In this episode hosted by Lara Galloway, featuring Brian Thorp, founder of Wealthtender, you will learn how advisors can successfully and compliantly get started with testimonial marketing to grow their business. Whether you’re SEC or state-registered, your questions will be answered with guidance on how you can make the most of this historic opportunity if you have the green light and suggestions on how to compete on an uneven playing field if you don’t.

3 Learning Objectives or Takeaways for Advisors from this Podcast: 

  • The importance of establishing effective policies and procedures for testimonials and the tools and resources available to assist in their preparation
  • Understanding the pros, cons, benefits, and risks of collecting and promoting testimonials on various online review platforms, and/or your own advisory firm website
  • Gain practical and proven ideas for tactfully collecting and thoughtfully promoting testimonials to compliantly grow your business, including tips for delivering even more effective seminars and webinars

Wealthtender Promo:

When you visit Wealthtender as an advisor, you’ll find a lot of great information out there to learn more about the various benefits that are available to advisors in our community.

If you sign up with the code glove we’re happy to offer 50% off the first two months for any advisors that are listening to this podcast.

Resources:

Connect with Lara Galloway: 

Connect with Brian Thorp: 

About Brian: 

Brian Thorp is the founder and CEO of Wealthtender, an industry-leading digital marketing service dedicated to helping financial advisors get more clients online at an affordable monthly cost. Brian founded Wealthtender in 2019 after a 22-year career with Invesco where he led the US national account team responsible for wealth management firm partnerships representing over $100 Billion in assets under management. 

On a personal note, Brian and his wife call Houston, Texas home, though their digital nomad lifestyle experiments have taken them to Mexico, Miami, and their next step — Santa Monica. 

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Double Your Business in Three Years or Less (Ep. 5)

Double Your Business in Three Years or Less (Ep. 5)

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Not just any advisor can double their business in 3 years or less. 

Are you willing to find out what it takes?

In this week’s episode, we sit down with industry expert and managing partner at Advice2Advisors, Dan Collison, to discuss what it takes for advisors to achieve this goal.

Dan shares a comprehensive look at the measuring tools used in vetting the advisors he works with and the methodologies top producers in North America have used to gain success.

Dan and Lara discuss:

  • Proven tools for measuring character strengths and grit
  • The 3 confidences of top producers 
  • Setting a growth plan and the four methodologies of prospecting
  • The science of referability

Resources:

Website: Advice2Advisors 

Connect with Client: 

LinkedIn: Daniel Collison 

About our Guest: 

Dan has over thirty years of experience in the financial services industry, having worked for many years as a practitioner. His primary focus and passion has been on the education and development of financial advisors with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning. Dan has developed and delivered hundreds of programs for training, mentoring, and coaching advisors of all tenure – using a combination of positive psychology coaching and goal-centered coaching. He regularly presents seminars and keynote addresses to prospects, clients, advisors, and management teams. Dan teaches Personal Financial Management in the MBA Program at Schulich School of Business, York University, and is the acclaimed author of The Financial Advisor’s Guide to Excellence, Carswell Publishing. His forthcoming book, Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, will be out early next year.  

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