Advisorist Podcast

We all carry baggage--personal challenges, problems, and pain. But when disaster reduces our existence to a basic struggle to survive, we gain a new perspective on our issues and what really matters most. In this episode, Dean shares his inspirational philosophy: How to be your best most AUTHENTIC self. Make your own destiny; what you can do when you wake with a positive mindset. The lessons of survivor that translate into resilience and fearlessness—and how to put them to work. It is important to understand that every client, every person has a story; I want to know that story so I can provide the greatest possible help. Establish an equal footing with people that that translates into stronger relationships. The importance of emerging from traumatic tests as survivors and not victims. Be rich within yourself.   Dean Murinik—South African financial planner and business organizational speaker—surviving one of the worst tsunamis in recent history reduced his life to the most basic common denominator. It is “no time or space for egos,” he explains, “we are all on an equal footing.”

Wealth is not money. Money is simply the fuel. Wealth is discretionary time. The ability to do what you want, when you want is real wealth.  In this podcast, Alan enumerates on diverse tips and strategies that can be used to kick start your own journey as an advisor: In order to stand out, you should become a contrarian and someone who is provocative. You should be able to suggest preferred methods of doing a certain thing. This means that you should not stop thinking of something new. People trust their peers and peer references more than the most common ways to utilize a certain service. Aim for referrals. Do not conform to what is easy and usual, like common forms of advertisement. Organizing your time and yourself can lead to better productivity and a good number of accomplishments. Identify your clients thoroughly. Worst clients keep complaining and best clients give you the benefit of the doubt, which supports the idea that customers aren’t always right. Work on your skills – specifically writing and speaking. These are crucial productive skills in getting your message and service across. Perfection can be the enemy of excellence. You should always give your best and know that there are chances to fail. If this happens, you must have the resilience to bounce back. Do not make unguaranteed promises. Do your best to help your client achieve reasonable goals and objectives.   Alan Weiss is a renowned consultant, speaker, and author. His consulting firm, Summit Consulting Group, Inc. has clients of over 500 leading organizations.  He is an inductee into the Professional Speaking Hall of Fame® and the concurrent recipient of the National Speakers Association Council of Peers Award of Excellence, representing the top 1% of professional speakers in the world.   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

With a batting average of about 70%, Karl Wolf is an expert at generating new sales and clients with seminars. Here’s his outline for seminar success. Karl Wolf shares expert seminar success tips directly from the front lines, including: Why your seminar ISN’T about selling your product, and what to sell instead How to manage unruly attendees in a way that BUILDS relationships, instead of ending them The ONLY metric you need to measure seminar success Why you SHOULDN’T buy dinner for your audience, and what to focus on instead How the room set-up can make or break your seminar A SIMPLE “two-part” seminar technique that skyrockets conversions Why, and what, you need to GIVE attendees for better follow-up conversions The KEY role email plays in long-term sales conversions from seminars The ONE thing you need to understand to keep high ratios all year round How to give yourself a 75% chance to close at every follow up appointment One simple story you can swipe to sell more annuities How to EASILY compete with the Big Boys in the financial markets   Karl Wolf is the founder of Atlantic Asset Management, and one of the most successful and talented speakers in the industry. He holds more than 50 workshops a year and regularly enjoys 70% conversion rates for new appointment generation - directly from his seminars.  

In line with Ziglar legacy, business success all comes down to a few foundational principles and values. Here’s the path to winning sales and marketing, according to Tom Ziglar, on this episode of "All Eyes on You" with host Michael Levin. In this episode Tom Ziglar shares: Where to start when you’re overwhelmed by all the noisy inputs to get CLARITY The UNIQUE sales approach at the root of Ziglar’s success A twist on the sales relationships that creates TRUST and enthusiasm in your prospects How to navigate and grow a legacy brand in a way both contemporary and AUTHENTIC The one CRITICAL aspect of business success robots can never replace A simple, secret way to write a WINNING book, build your authority, and open new doors to success The BIG BENEFIT of having direct conversation with your audience and prospects, beyond sales Tom Ziglar is an author, speaker and podcaster as well as CEO of Ziglar, Inc - founded by his father, legendary sales expert Zig Ziglar. He co-wrote with Zig Ziglar ‘Born To Win’ and just released the brand new book, ‘Choose To Win’, which carries on the famous Ziglar philosophy: “You can have everything in life you want, if you will just help enough other people get what they want.”

The oldest and most reliable business building method isn’t dead - it’s just in disrepair. Bill Cates, The Referral Coach, teaches you how to rebuild and maintain a solid referral engine for constant growth without the endless chase. Bill Cates is the undisputed industry expert on how to get more and better referral business as a financial advisor or insurance agent. He’s been featured on many prestigious outlets, including the Wall Street Journal, has published 3 widely loved and transformative books on building referral business, and has worked with top players in this sector, including Capital One and All State. Bill’s methods produce staggering growth results, as high as 60% in a single year, all without chasing down new, cold leads. In this episode Bill will share the secrets you need to know if you want to stop chasing and start multiplying your best clients as well as your bottom line. You’ll discover: The oldest business growth strategy and why it continues to THRIVE and drive success How to ensure you’re building your business on the ONLY bedrock that guarantees referral success One word you should use to REPLACE “referral” for more success in your client conversations The email “handshake” technique for better, more genuine introductions How to overcome the fear holding you back near EFFORTLESSLY The one “W” you need to answer in all your client interactions for limitless referral opportunities with ease A simple hack to supercharge your referral efforts using ONE, specific social media The best business mantra for making the right decisions: O___ F____ H_____ B_____ The SINGLE thing you need to focus on to reset and accelerate your business growth

There is one missing piece almost all financial advisors and insurance agents overlook when trying to be seen and heard by their prospects. In this episode of "All Eyes on You" with host Michael Levin, you'll hear what Michael Gerber, whose voice has global, best-selling, thought-movement creating power, says it is. Here’s a quick look at what you’ll learn from Michael Levin and Michael Gerber in this episode: How to cut through the digital clutter to get all eyes on you The ONE fundamental thing you need to develop to stand out for your prospects The #1 tool for capturing and KEEPING attention in crowded markets The CRITICAL lesson all advisors and agents need to learn from musicians What the pursuit of extraordinary in your practice actually looks like The single thing you need to focus on BEFORE jumping on social medias to reach your prospects How to develop a voice your prospects feel is worth listening to The habit you can start building TODAY that will exponentially increase your reach and impact The one “W” everyone forgets that makes their communication efforts meaningless The fundamental work every advisor needs to do to see GENUINE success in their business Michael Gerber is the worldwide phenomenon and thought leader behind the ground-breaking “E-Myth” bestselling series of books. He is widely acknowledged as the World’s #1 Best Small Business Guru, and has helped millions of small business owners, entrepreneurs, and companies. Check out his “E-Myth” books specifically for Financial Advisors and Insurance Agents to rise above the ordinary and pursue the extraordinary in your practice today.

Hear Amy McIlwain’s top 3 secrets to getting affluent appointments from the most unexpected source. “People with money don’t waste their time scrolling through Facebook and other social networks.” You probably heard this from someone close to you. Luckily for us, this statement is nothing more than an opinion. A wrong opinion, for that matter. Listen to today’s episode of the Advisorist podcast with Amy McIlwain and discover: Why social media is NOT a waste of time for advisors A SIMPLE strategy you can swipe to grow your practice with the most popular social networks Why you need OMNIPRESENCE and how social media is key to cultivating it Why “Content Is King” but the QUEEN holds all the power How to find and attract affluent appointments directly from social media, hassle-free Where so many business owners go WRONG with their social media strategy, so you can steer clear What “Personal Branding” really means, and why you absolutely need to build and maintain your own The importance of a “Scientific” approach to LASTING success in your practice   “Social Media Queen” Amy McIlwain is the former Global Industry Principal at Hootsuite, an Amazon Bestseller, and a regular contributor to prestigious outlets including The Wall Street Journal, where she uses her 15 years of immense industry experience to help financial professionals and other entrepreneurs drive revenue, decrease costs, and manage risks with social media.   Additional Info: https://www.linkedin.com/in/amymcilwain/ http://amymcilwain.com/ https://twitter.com/amymcilwain https://www.amazon.com/Social-Advisor-Secrets-Financial-Industry-ebook/dp/B00B8D8J1K

On the episode of "All Eyes on You" with host Michael Levin, you'll hear what you really need to succeed as a business owner in your insurance or financial practice, according to John Lee Dumas - and it’s not more complicated marketing. John Lee Dumas is the founder and host of the award winning and hugely influential business podcast, “Entrepreneurs on Fire”, where more than a million entrepreneurs tune in every month to get the top business advice from John and his celebrity guests. He regularly interviews the likes of Tim Ferris, Seth Godin, and Gary Vaynerchuck. Listen to his podcast here. There are some real differences between those that succeed and everybody else, but John Lee Dumas knows from personally interviewing thousands of ultra-successful entrepreneurs that those differences aren’t what people expect. John Lee Dumas shares business secrets powering some of the most successful and influential entrepreneurs of our time, including: The #1 trait you NEED to cultivate and sustain positive growth in your business AND life A piece of business advice that transformed JLD’s life, from a famous physicist The athletic perspective that SIMPLIFIES success and what it takes to achieve it What FOCUS really means, and where to put yours Why and how to REPRIORITIZE your business goals for real success The difference between “Means Goals” and “Ends Goals”, and why it matters ONE simple daily habit that ACCELERATES your growth and goal achievement, and an affordable tool to help you stay on track with it Why you only need a SLIGHT edge to reach success, and how to apply it  

Here’s how to revive dying seminar conversions and boost them to even higher heights - with one simple strategy switch. Love giving seminars but not seeing the ROI you need, let alone the ROI you want? Industry expert and top financial advisor trainer Frank Maselli shares how financial professionals can give powerful, sales-generating seminars, including: The ONE advanced presentation technique you need to adopt to captivate your audience’s attention Why a simple switch creates immediate connection and PRE-SELLS your services When and where to add this twist for maximum effectiveness The critical elements of a seminar that sells Why it’s not WHAT you say, but HOW you say it that creates results How to use this technique to create MORE audience interaction, discussion, and action The technique you can steal from your favorite fiction novel to fuel audience engagement A common PITFALL many advisors fall into with this strategy, and how to avoid it How to use humor the RIGHT way when making sales presentations Why it pays to BE GENUINE and how to ensure your authenticity is communicated

This is how you can get direct access to 90% of your best prospects, start conversations, and generate new appointments daily - in under 20 minutes - to stretch your dollar farther, less the cold-outreach stress.   In this episode you’ll discover the secrets behind: How to trigger maximum creativity in yourself on demand The #1 social network financial advisors and insurance agents can use to find 90% of their best, QUALIFIED prospects One tweak you can make in your marketing efforts to boost your performance 78% higher than your peers A ZERO cost option for generating multiple appointments and new prospects every day How and why to keep things SIMPLE when marketing online The VALUE first approach to take when executing this simple strategy A simple, low-cost tool for HYPER-TARGETED prospecting, and why you need to niche down The exact ROIs and stats you should be expecting, and a FREE template to get you started A tool that allows you to get 61% more profitable leads

Here’s how insurance agents and financial advisors can build a personal “black box” that spits out 38 dollars for every one dollar input. If you had a little black box you could slide a dollar into and 38 more dollars would pop out the other side, how many bills would you put into it? Hit play to discover: A 5 second mental trick to instantly boost your problem-solving capability ONE easy method to get more clarity and direction when you’re stuck Where to spend your digital marketing dollars for a 38x ROI 3 ways to ensure your cold B2B emails are converting - COMPLIANTLY The single line email with a 33% conversion rate… from a COLD list How and why to humanize your emails for stronger conversions A simple “squint test” you can perform in your own inbox to engineer winning subject lines Examples of the EXACT emails used to generate new clients and sales that you can swipe

Throw out everything you’ve been told before. This is where you need to focus your efforts if you want great results with digital marketing in the insurance and financial services industries, according to veteran marketers in this space. In the exciting, inaugural episode of the Advisorist podcast, you’ll learn: A scientifically proven hack for reducing anxiety and stress in your practice Why everything you’ve heard about how to get started marketing online is BACKWARDS How to create a website that generates real ROI What you need WAY MORE than visual branding appeal when marketing online Why Ken Fisher’s simple landing pages generate MILLIONS, and how to replicate his success Where to spend your dollar so you make more than a dollar back, RELIABLY The #1 Social Networking Platform you NEED to be utilizing for more valuable prospecting One simple email that can bring dead leads back to life in under a minute A powerful marketing hack to generate leads for PENNIES if you’re in a pinch

Michael Levin interviews Scott Poposki, the author of ‘Camera Focus: What Photography Teaches About Business, Life, and Success’. Scott created a very successful business around photography and marketing. In this podcast, he shared a lot of ideas and practices about hyper-focusing, measuring back, and most importantly, selling experiences. In this episode, “You will create a great experience and that's what people want. Enjoy of an experience that we're delivering.” – Scott Poposki Have that such hyper-focus and understanding that measure back Be confident and make a difference Offer something unique Create a great experience for people Let people share and broadcast their experience Contact Scott Poposki -  Website: www.camerafocus.com or www.photosinaminute.com   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

Jane Atkinson is the author of four best seller books including ‘The Wealthy Speaker 2.0’, ‘The Epic Keynote’, and ‘The Wealthy Speaker Daily Success Planner’. She’s also one of the top business managers for speakers establishing the famous, ‘Wealth Speaker University’. In this podcast, she shared a lot of tips and advice for emerging speakers and for people who are just getting started. In this episode, “You stand in front of 500 people, and now you're having richer, deeper conversations with a lot of people who may then want to use your services.” – Jane Atkinson Explore the benefits of becoming a speaker Have richer and deeper conversations with people Have a clear path and process Develop your selling superpower Go out and make your own opportunities Contact Jane Atkinson -  Website: www.speakerlauncher.com   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

Michael Levin and Joe Marich highlight the importance of hiring marketers and advertisers. Joe Marich, one of the top publicists in the media industry and Marich Media Inc., shared a lot of best practices and current challenges present in the marketing and business world. In this episode, “You need somebody, a professional, to help you get your message out about your product or service because you might not know what you're doing.” – Joe Marich Have a good topic of interest for your desired content Consider a local angle Have a clear message, it cannot be self-serving Make sure to have three major points Invest in hiring good advertisers and marketers Contact Joe Marich -  Email: joemarich@marichmedia.com Website: www.marichmedia.com   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

Michael Levin and Richard Manders had an insightful discussion on different current marketing strategies. With his background as a co-founder of Freescale Coaching Systems, Richard shared innovative and relevant practices based on actual experiences and various sources. He also gave a lot of pointers for those who are new to business. In this episode, “I think the first part of the marketing question is being really clear about who the core customer is, and what is the value you're bringing to them.” – Richard Manders Seek guidance Build a good structure for your business Be clear about your core customers and the value you will be providing Learn from the experiences of other experts in the field  Contact Richard -  Website: www.freescalecoaching.com   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

Michael Levin interviewed the Founder and CEO of NextLevel Practice, Gary Kadi. Gary Kadi shared a lot of his best and most relevant practices in his business. He highlighted the beauty of analytics as a very helpful tool in scaling and maintaining possible trends and issues in business. “Adopt the new methodology because if not, you're going to stay archaic, and if you don't communicate the way millennials want to be communicated to, you're not going to adopt new patients and certainly not adopt new team members.” – Gary Kadi Adopt new methodologies Learn from scaling moments Know and analyze your marketplace Be known, own, and be great at one thing Invest in business analytics Crucial takeaways: Learn from consultants and adopt new innovations. With the help of consultants and new practices, you would be able to scale. Learn from these scaling moments. According to Gary, you must adopt the new methodology to effectively communicate with new clients and new team members. Create happy teams that implement sustainable results. For your business to stand out, you have to be known, and be great at one thing. It can streamline and focus your marketing. You can greatly benefit from analytics. This would help you predict and examine possible trends and issues in your business. Contact Gary - Email: gary@nextlevelpractice.com Website: www.nextlevelpractice.com Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

“Getting those positive reviews and driving people to your Amazon (online) page is really where you as an author will see the most success, to begin with.” – Sara Stratton Aim for POSITIVE REVIEWS Choose and expand your MARKET Producing a book requires both PROFESSIONAL and PERSONAL processes Use your product as your BUSINESS CARD In this episode,  Start your business by getting the clients’ positive reviews. From there, you must work on maintenance. Sara Stratton recommends focusing on a market you already know. They can be your friends, your family, your neighbor, your colleagues, or anyone you can talk to. You can get them to Amazon and ask them to leave an honest nonpaid review. Don't be shy. Post on various social media sites, find a group, find a hashtag, and hashtag your product. You can use your book or your product as sort of like a business card. Send the book out to your prospective clients, and show them who you are, and what your business is all about. Producing a book requires both professional and personal processes. Treat the process as a creative practice and make it a bit personal so you would effectively get your message across.   Sara's story is inspirational. It also serves as a useful blueprint for anyone with a message or knowledge who wants to share it but doesn’t know where to start. [Sara Stratton www.redwooddigitalpublishing.com Phone: (949) 829-BOOK (2665) Instagram: redwoodpublishing]   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

In this podcast, we discuss:  Guidelines for TEDx Talk TEDx Talk subject - Parenting is a Breakthrough, not a Break from your career. Saying yes to the right questions to secure TEDx Talk Experience as a speaker as a pre-requisite to giving a TEDx Talk The popularity of TEDx Talks, even though they are non-paid.  TEDx talks selected for placement on TED.com website  Criteria for moving from TEDx to TED talks Process of building a speaking career to supplant or replace income. How a Speaker's Bureau works, along with advantages and process. Coaching individuals on topic selection, writing and delivering a speech   Bea Wray has dazzled audiences for 20 years speaking about entrepreneurship, leadership, and women in business. Although she has been taught by the best minds in academics and business at Harvard Business School,  motherhood was what really taught Bea how to negotiate, communicate in the business world, think on her feet and adapt to ever-changing circumstances. Raising three kids is undoubtedly the best training for understanding what it takes to succeed and thrive in the entrepreneurial universe. Those lessons traveled directly from the playroom to the boardroom.   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.

For a change of pace, Michael puts Jeremiah Desmarais in the hot seat to talk about digital marketing. Jeremiah doesn’t disappoint and gives away tips you can start using immediately. In this episode, Jeremiah takes you inside the world of Advisorist and helps jumpstart your digital marketing efforts: The single, most accountable way to grow your business. EASY SOLUTION to keep your digital marketing and social selling efforts within regulatory compliance. This one thing is maybe the most effective (and easy) way to post on LinkedIn. How to make a POWERFUL, PERSONAL and PROFESSIONAL first impression with your new social connections and followers. Are you giving your social connections a good enough reason to initiate a relationship with you? Referrals vs. digital marketing; where should you put your effort. The inside scoop on how to move a prospect from CONNECTION to RELATIONSHIP to CLIENT. Your most consistently producing strategy for growing business.   Jeremiah Desmarais is an acclaimed digital marketer. He is the CEO of Advisorist, author of Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisor, and a popular TED Talk speaker. When it comes to marketing, Jeremiah practices what he teaches. He builds his own business using the same tools and strategies he shares with others. So you know that the strategies and techniques presented are up-to-date and well-proven. Jeremiah, like so many of our podcast interviewees, talks about consistent persistence. Now you’ll discover how it pays off in your business.   Michael Levin is a versatile and talented columnist, author, distance runner, and musical performer who has ghostwritten more than 700 books ranging from finance and entrepreneurship to health care and technology.