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The Complete Advisor Podcast
United States
เข้าร่วมเมื่อ 11 พ.ย. 2022
Real Advisors, Real Talk...
The Financial Services Industry in America is a $6.6 trillion-dollar industry and you’re at the heart of it. This is The Complete Advisor, a podcast constructed for you, providing insights into industry trends, best practices, marketing strategies, what’s working, what’s not working, and so much more. Simply put, this is advisors sharing their knowledge and expertise with each other.
The Financial Services Industry in America is a $6.6 trillion-dollar industry and you’re at the heart of it. This is The Complete Advisor, a podcast constructed for you, providing insights into industry trends, best practices, marketing strategies, what’s working, what’s not working, and so much more. Simply put, this is advisors sharing their knowledge and expertise with each other.
Expanding a Thriving Practice!
In this episode of The Complete Advisor, host Dennis revisits Matt Schuler, whose prior appearance was the show’s most popular episode. Sixteen months later, Matt shares how he expanded his practice, adding partnerships across multiple states and integrating systems to streamline growth while maintaining quality service. He discusses mentoring advisors, particularly those with series 65 licenses, and offering them structured AUM partnerships.
Matt highlights lessons learned, such as proactive client communication during market volatility, continuous education, and the power of delegation for maintaining work-life balance. He shares updates on new workshop strategies, including “Ladies First Retirement,” tailored to address women's unique retirement concerns. For aspiring advisors, Matt advises setting ambitious goals, investing in team support, and embracing lifelong learning. This episode provides actionable insights on scaling a successful financial advisory practice.
Matt highlights lessons learned, such as proactive client communication during market volatility, continuous education, and the power of delegation for maintaining work-life balance. He shares updates on new workshop strategies, including “Ladies First Retirement,” tailored to address women's unique retirement concerns. For aspiring advisors, Matt advises setting ambitious goals, investing in team support, and embracing lifelong learning. This episode provides actionable insights on scaling a successful financial advisory practice.
มุมมอง: 24
วีดีโอ
Year-End Client Planning Essentials
มุมมอง 31หลายเดือนก่อน
In this episode of The Complete Advisor, we dive into essential year-end financial planning strategies with guests Eddie Zavala, a thriving advisor from Houston.and Taylor Parmigiano, his Chief Operating Officer. Together, they share insights on avoiding the common "deadly sins" of financial planning, like missed RMDs, tax loss harvesting, and ensuring timely client communication. Eddie and Tay...
Entering the Fed Market: Find Your Niche
มุมมอง 48หลายเดือนก่อน
Entering the Fed Market: Find Your Niche
The Medicare Goldmine: Winning Clients & Referrals
มุมมอง 562 หลายเดือนก่อน
The Medicare Goldmine: Winning Clients & Referrals
Election 2024: Shifting Taxes & Advisor Plans
มุมมอง 542 หลายเดือนก่อน
Election 2024: Shifting Taxes & Advisor Plans
Client Events: A Game-Changer for Advisors
มุมมอง 793 หลายเดือนก่อน
Client Events: A Game-Changer for Advisors
Seminar Strategies to Skyrocket Your Practice
มุมมอง 564 หลายเดือนก่อน
Seminar Strategies to Skyrocket Your Practice
5 Steps to Success for a NEW Investment Advisor!
มุมมอง 616 หลายเดือนก่อน
5 Steps to Success for a NEW Investment Advisor!
Trump or Biden…Elections Have Consequences!
มุมมอง 857 หลายเดือนก่อน
Trump or Biden…Elections Have Consequences!
Small Business Sales = Big Opportunities
มุมมอง 708 หลายเดือนก่อน
Small Business Sales = Big Opportunities
2024 Election Impact: Tax, Spend, Save?
มุมมอง 809 หลายเดือนก่อน
2024 Election Impact: Tax, Spend, Save?
How I Do Workshops: California Style!
มุมมอง 6410 หลายเดือนก่อน
How I Do Workshops: California Style!
Breaking Barriers: Wealth Wisdom For Women
มุมมอง 4511 หลายเดือนก่อน
Breaking Barriers: Wealth Wisdom For Women
HR Expert: Navigating HR Complexities In Advisory Practices
มุมมอง 16ปีที่แล้ว
HR Expert: Navigating HR Complexities In Advisory Practices
Stupid
Why should ANY future pension go to your ex? It shouldn't.
I'm stunned so few people get pensions anymore. More and more money stays at the top!
Clear as mud
So in other words; vultures caw💸 caw💸 caw💸
Great
How do you get it out
Thanks for sharing.
Thanks having me, had a blast! Looking forward to the next one.
Same here!
Thanks for Sharing
Thanks for watching!
I have personaly met this man multiple times. Great guy, You should pay attention to what hes doing.
I really WANTED to see you on that show, for them to pop out of the closet, shake your hand and acknowledge your integrity- and show that the industry has excellent/honest agents who put client’s best interests ahead of their own and correctly disclose surrender periods - setting accurate expectations! (Hansen did that for the episode about AC unit installers, some were condemning units & swindling people - but the honest guy got a free tv commercial!!)
Todd and Michelle were great interviews and even better people
Spot on, Todd and Michelle are the real deal!
"Promo sm"
Thank you!
Awesome analogy alert! Check out what John says at the 33:10 mark. So accurate and one of the most concepts when it comes to any advertising campaign in any genre.
As mentioned, here is the link to the article we're talking about: www.thinkadvisor.com/2023/02/24/6-big-retirement-conflicts-married-couples-face/
During this episode, I reference conversations that I think are 100% relevant and worth a moment of your time. The first is an episode titled 𝘾𝙤𝙣𝙨𝙞𝙨𝙩𝙚𝙣𝙘𝙮 & 𝙩𝙝𝙚 𝙎𝙚𝙘𝙧𝙚𝙩𝙨 𝙤𝙛 𝙖 𝙍𝙚𝙛𝙚𝙧𝙧𝙖𝙡 𝙈𝙖𝙘𝙝𝙞𝙣𝙚 th-cam.com/video/M3INp0ydxMk/w-d-xo.html
Thank you!
Glad you enjoyed the episode, Charles is as genuine in real life as he is on camera!