Ep 10: Why Experience Matters with Dennis Moseley-Williams
Advisor Elevation
If Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services. Don’t miss this important episode where you will further discover why experience matters so much in your business!
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Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
Advisor Elevation
In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial planning, and how he’s building his business now using the lessons learned in football.
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Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
Advisor Elevation
In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors immediately implement. Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.
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Ep 07: Building a Life By Design, Not By Default with Chris Yonker
Advisor Elevation
In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process.
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Ep 06: Best Practices for a Better First Appointment
Advisor Elevation
In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.
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Ep 05: The Best Strategies to Market a Financial Practice with Mark Mersman
Advisor Elevation
In this episode, Matt is joined by Mark Mersman, host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Together, they have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share the best and worst marketing decisions, how to evaluate the credibility of your next marketing effort, and how to promote a true "referral cultural". A must listen episode for those who care about marketing!
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Ep 04: Client Segmentation - What it is, What it isn't, and Why you'll need it
Advisor Elevation
In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how much your worst clients are actually costing you!
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Ep 03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
Advisor Elevation
In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as Steve also reveals the top 3 questions you need to ask your best clients right away, and why it will be so important to the future of your firm!
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Ep 02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!
Advisor Elevation
Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduct a seminar! If you are involved in seminar marketing, this is a MUST-LISTEN episode!
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Ep 01: 25 Ideas for You to Elevate Your Client Experience
Advisor Elevation
In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this episode you will hear insightful examples and stories to further help you implement any of the suggestions. This is an episode you don't want to miss, and will be one to share with your staff and/or team!
info_outlineIn this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.