Tag: Financial Advisors

FEATURE
Exploring the Crossroads of Healthcare and Financial Management with Christine Simone (Ep. 23)

Exploring the Crossroads of Healthcare and Financial Management with Christine Simone (Ep. 23)

By |

Healthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors.  

It’s not news that healthcare ranks high among individuals’ financial worries. After all, the saying “If I don’t have my health, I don’t have my wealth” holds a lot of truth. The costs associated with medical treatments and wellness can significantly impact our financial well-being. 

In this episode, we sit down with Christine Simone, CEO and Founder of Caribou, a software solution for the financial industry, to discuss how to slash the hidden incentives in the healthcare industry to support smarter financial decision-making. 

Understanding your health benefits is a crucial step in managing your finances wisely. By grasping the ins and outs of your healthcare coverage, you become less susceptible to overspending. But here’s the real question: How are financial professionals actively preparing for the curveballs that healthcare costs throw at us? How are they guiding their clients towards not only financial stability but also healthier lifestyles? 

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

  • Equipping yourself with tools to initiate conversations about healthcare with clients
  • Maintaining 19 touchpoints per year to pave the way for fruitful referrals 
  • Understanding the interplay between healthcare and finance 
  • Shifting from reactive to proactive healthcare management
  • And more!

 

Connect with Lara Galloway: 

Connect with Christine Simone

About our Guest: 

Although she’s years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She’s held notable leadership positions within the healthcare industry working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO & founder of Caribou, a software solution for the finance industry. She’s driven by her passion to slash hidden incentives in healthcare to support smarter financial decision-making, and she is within the small fraction of women founders who have raised venture capital.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Navigating Estate Planning with Care and Communication with Charles McClenaghan, Esq. (Ep. 22)

Navigating Estate Planning with Care and Communication with Charles McClenaghan, Esq. (Ep. 22)

By |

Estate planning can be a difficult conversation to have, but it’s important to start the conversation early. Commendably, your clients have taken the step to address the inevitable topic of mortality. Recognizing the emotional weight of this discussion, you can assure your clients that while it may be daunting, crafting a well-thought-out plan is indispensable to ensure their wishes are meticulously executed in the future.  

As a legal or financial professional, one of the most impactful actions you can undertake is to initiate dialogues with your clients’ families ahead of time. By doing so, you normalize this discourse and alleviate potential discomfort for all parties involved. 

In this episode, we sit down with Charles McClenaghan, a distinguished attorney at McClenaghan Law Group, to delve into the significance of estate planning and the art of cultivating enduring relationships with your clients.  

By highlighting the value of orchestrating a family meeting, this conversation emphasizes that waiting until a moment of loss is far from ideal. The pivotal question arises: How can you encourage your clients to include their children in these discussions? How can you tackle the sensitive topic of mortality?

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

  • Skillfully acknowledging your clients for their commitment to discussing estate planning
  • Reminding your clients that leaving a legacy of harmony rather than hardship is ideal
  • Conveying preemptive communication regarding parents’ wishes
  • Establishing early on the notion of a “lifelong relationship,” creating a foundation of trust and partnership
  • And more!

 

Connect with Lara Galloway:

Connect with Charles McClenaghan

Host University 2023:

About our Guest: 

Charles H. McClenaghan brings over 40 years of Legal, Financial and Real Estate related experience to his clients. A graduate of Ohio University, 1973 and Capital University Law School, 1979, he is a member of the Ohio State Bar Association, and the Columbus Bar Association.  

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

By |

The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors?

In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. 

In this must-listen episode, Lara Galloway sits down with Maddie Mitchell, Marketing Director at White Glove, to uncover the actionable strategies that can help advisors build a strong digital presence and establish credibility with this elusive demographic.

  • What next-gen investors look for while vetting financial professionals
  • The type of content that they find most compelling and engaging
  • The importance of proactively connecting with your existing clients’ heirs
  • How your digital footprint (online reviews, social media, etc.) factors into the decisions of next-gen investors
  • And more

Resources:

Connect with Maddie Mitchell:

About our Guest: 

Maddie Mitchell is an experienced marketing strategist, content creator, and social media specialist. As Director of Marketing at White Glove, she spearheads the B2B marketing strategy and collaborates with industry leaders to deliver educational resources and tools for financial professionals. Maddie is driven by her passion for empowering advisors to achieve their goals for growth through strategic marketing and the spread of financial education. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Be Credible So You Can Be Incredible: Establishing Yourself as an Authority with Mike Saunders (Ep. 14)

Be Credible So You Can Be Incredible: Establishing Yourself as an Authority with Mike Saunders (Ep. 14)

By |

Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search for your name online?

To answer “yes” to both questions, it’s imperative to proactively establish yourself as a respected authority in your industry — solidifying your reputation and expertise to command attention, gain trust and drive meaningful connections with your audience. 

In this episode, Lara Galloway engages in an illuminating discussion with Mike Saunders, a best-selling author, business coach and authority positioning expert. Together, they reveal powerful and practical strategies that financial advisors can implement right away to establish themselves as trusted authorities in their industry. By leveraging their expertise, these techniques allow advisors to forge deeper connections with clients and prospects, ultimately leading to greater success and a thriving business. 

Get ready to discover a wealth of knowledge in this episode as you learn how to:

  • Establish an evergreen digital footprint through the creation of “authority positioning assets”
  • Boost your content marketing efforts with maximum impact and minimal time investment
  • Leverage client interactions as invaluable opportunities to boost credibility and strengthen client relationships
  • Harness authority positioning to establish yourself as a recognized expert to make it effortless for clients to refer and advocate for you
  • And more!

Take advantage of the chance to transform your business and become a trusted authority in your industry. Tune in now to gain the insights you need for success!

Resources:

Connect with Mike Saunders: 

About our Guest: 

Mike Saunders, MBA, is a speaker, a best-selling author of four books, and a successful business coach and authority positioning expert. He is an adjunct marketing professor at several Universities and is a member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business and Career Coaches.

Through his podcast, Influential Entrepreneurs with Mike Saunders, MBA, Mike has interviewed hundreds of industry experts and thought leaders. As an Authority Marketing Strategist, Mike helps business owners build their authority and expertise to enhance their competitive advantage. He is passionate about empowering financial professionals to become THE Trusted Advisor with indestructible authority with a done-for-you Authority Positioning Portfolio® of permanent assets on the world’s most powerful platforms.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
Building a Better Client Experience for Women Investors with Todd Fithian (Ep. 7)

Building a Better Client Experience for Women Investors with Todd Fithian (Ep. 7)

By |

Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community.

In this episode of the FAST podcast, our featured guest is Todd Fithian, Co-Founder, and CEO of The Legacy Companies, a revolutionary training and coaching organization focused on advisor growth. Todd discusses the psychology and strategies of client relationship growth, specifically with women investors, and how advisors can grow their business by leveraging the changing marketplace. Todd shares how advisors can effectively engage with women clientele, remove gender stereotypes, and empower women to invest more confidently.

Todd and Lara discuss:

  • The impact women are making on the financial landscape 
  • What advisors can do to create a more supportive environment for women
  • Why focusing on women clientele is essential to your business
  • And more!

Resources:

Connect with Lara Galloway: 

Connect with Todd: 

About Todd: 

Todd Fithian has nearly three decades of experience in the financial services industry. Following in the footsteps of three generations, Todd knew at an early age his calling was not only to work in the industry as an advisor but to work to improve it as well. A lifelong entrepreneur, Todd formed his own wealth advisory firm in Boston soon after graduating from college. In 1996 he joined forces with his late Brother Scott to form The Legacy Companies, an industry-leading training and coaching organization focused on advisor growth.

Today, as the CEO of Legacy, Todd provides the VISION and LEADERSHIP for his team.  Under his direction, Legacy has revolutionized how advisors engage and serve their clients using Legacy’s trademarked approach that allows advisors to discover WHAT matters most to clients and WHY it’s important, before jumping into HOW to solve it.  Fithian calls these Above the Horizon™ Conversations and has trained and coached thousands of financial advisors across the United States and Canada in deploying these approaches to drive measurable growth.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
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)

By |

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. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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.  

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories