The Advisor Odyssey - Strategies for Financial Advisors: Recent Episodes
Daniel Hotujac
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.
In this re-aired episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about! Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives you 3 different types of procrastination, as well as defining and explaining R.O.T.I.Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel analyzes and answers his 5 favorite questions that he's been asked by advisors. Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 8 things you can do to make your radio show, radio ads, or whatever radio marketing you're doing more successful in ROI!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 5 things NOT to do on social media if you want to be successful!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel explains the three big reasons why email marketing IS worth it, and how it can help you to grow your business.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 7 ways you are losing time, and some helpful ways to optimize your time!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives you a breakdown of you how can set up a DIY marketing strategy by giving you four important questions to think through.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel shares some practical ways to look within your existing book of business to find new business!
He also answers questions on;
-Marketing to a specific niche
-Paying for marketing & what works best
and
-Is it worth the effort to get my Series 65?
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel breaks down 3 automated funnels everyone could and should be using; email marketing, automated webinars, and call centers!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out the difference between client appreciation events and referral events, as well as giving 5 fun ideas for client events!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel helps to reframe the way you look at and approach your client annual reviews, as well as giving you some practical ways to add value during those meetings.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about how to incorporate secret shoppers into your business, as well as some of the things they'll be looking for.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about how to identify key elements about your existing clients to figure out who your ideal clients would be!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 10 ways you can stop losing prospects between your 1st and 2nd or 2nd and 3rd appointments!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives some practical advice and talks about how important it is to not get lost in the details, but focus on the WHY when talking to prospects and clients.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel explains why it's incredibly helpful, both to you and your clients, and even prospects, for you to talk about taxes!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives you a practical way to simplify your client onboarding process - with 1 document to rule them all!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 5 things you need to try to accomplish during your first discovery meeting!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives you 4 questions to help reflect on your 2022 and get ready for 2023!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about why it's important to not only market, but to market things that are relevant currently.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks through what the silver bullet syndrome is, and why you need to watch out for it!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks through part 2 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks through part 1 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives some tips and tools for getting a higher percentage of people who sign up for first appointments to actually show up for them!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel gives some tips and tools for communicating with your clients; video messaging, monthly newsletters, educational webinars, etc. He also teaches his 3-2-1 method!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about your branding budget and your marketing budget - why you need BOTH but how they are different!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about the content marketing and how financial advisors can use it to grow their business.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel addresses some of the best questions he received during q3.
Questions related to;
1) Getting DIY advisors to work with you
2) Improving your closing ratio
3) Advisors next door, and whether or not you should be worried
4) Tips on dinner seminars
5) Biggest challenges he faces working with advisors
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel talks about the "referral pivot" defining what it is, how to use it, and different times in the client and prospect relationship it can be used!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
In this episode, Daniel lays out 20 ways that advisors can use LinkedIn to up level their branding and marketing!
Click here to get a checklist of those 20 tips for improving your LinkedIn profile!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
It's a common saying right? But is it true? And if so, where are some areas you can find places to save those pennies in your business?
Enjoy the episode!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)
It's opening Sunday for NFL football! To celebrate, in today's episode Daniel teaches us 5 key lessons we can learn from the game of football and apply them to your financial advisory business.
Enjoy the episode!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com.
In this episode, Daniel talks about making sure you're using as many of the features and functions of your CRM as possible, not just settling for an expensive digital address book.
He also answers questions related to;
-Helping associate or sub advisors struggling to close deals
-What is the Kaizen method?
Enjoy the episode!
In this episode, Daniel talks about five of the best "key performance indicators" that you can use in your business.
He also answers questions related to;
-What % of your revenue should you use for marketing?
-Convincing DIY investors to work with you as an advisor.
Enjoy the episode!
A recap of some of our favorite questions submitted by YOU in our "From Left Field" segment during the 2nd quarter of this year!
In this episode, Daniel lays out what the first 90 days as a new client in your firm should look like, and why they are so important.
He also answers questions related to;
-Can you and should you close and collect signatures at the first appointment?
-Should I have alcohol at my events?
Enjoy the episode!
In this episode, Daniel lays out 10 simple but effective "hacks" that have helped many advisors level up and accelerate the growth of their business!
He also answers questions related to;
-Building a company brand
-Biggest challenge he commonly faces when working with financial advisors. Enjoy the episode!
In this episode, Daniel gives you 5 powerful phrases that you can use (carefully and considerably) to help drive sales conversations forward.
He also answers questions related to;
-Losing prospects to advisors who you feel have no real substance, and how you can change this.
-How much is too much when it comes to financial planning reports and software?
Enjoy the show!
In this episode, Daniel lays out strategies and tips for advisors wanting to start podcasting! Lots of great tips and tricks in here.
He also answers questions related to;
-When the CPA's you're referring clients to aren't referring anyone back
-Holiday marketing ideas
Enjoy the episode!
In this episode, Daniel lays out what you need to know about client webinars. A "crash course" giving you everything you need to know!
He also answers questions related to;
-Should you be worried about your clients seeing your competitors branding if you share an office building with another advisor?
-What's the next big marketing funnel?
Enjoy the episode!
In this episode, Daniel lays out the importance of knowing and improving your "on base percentage" using the story of Billy Beane and "Moneyball" as his example.
He also answers questions related to;
-Improving your close ratio
-First appointment stick ratio from dinner seminars
Enjoy the episode!
In this episode, Daniel talks about ways to prevent your company from losing your best employees!
He also answers questions related to;
-Untapped digital marketing strategies
-Best sales books for advisors
-Financial planning softwares
Enjoy the episode!
In this episode, Daniel lays out the difference between content calendar and marketing calendars, and best strategies for using the content calendar to improve your digital marketing!
He also answers questions related to
-Qualifying & disqualifying prospects
-Capacity issue for relationships & clients
-Email inbox management
In this episode, Daniel lays out the life cycle of a digital lead & the path those leads can take.
He also answers questions related to;
-Preparing your clients and prospects for zoom meetings
-Website basics and advice
-How to stop losing new clients after they commit
Enjoy the episode!
In this episode, Daniel addresses the question, "If you were starting today, what steps would you take to build your business from scratch?"
He also answers questions related to;
-Where to find good advisors to hire
-How to use social media to gain clients
-Strategies for consistent content creation in social media.
Enjoy the episode!
In this episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about!
He also answers questions related to;
-Video messaging
-Pivoting in and out of referral conversations
-Feedback on a Youtube channel
Enjoy the episode!
In this episode, Daniel teaches about Tik Tok and the new wave of financial advisors.
He also answers questions related to;
- Best advice he's ever gotten?
- Should you talk about your software?
- When should I hire my first employee?
In this episode, Daniel shares some practical ways to look within your existing book of business to find new business!
He also answers questions on;
-Marketing to a specific niche
-Paying for marketing & what works best
and
-Is it worth the effort to get my Series 65?
Daniel lays out the 4 necessary components of a strong financial marketing plan, and dives into what is and is not included in each component.
1) Active Lead Generation
2) Passive Lead Generation
3) Active Client Marketing
4) Passive Client Marketing
Daniel lays out the five most common phases of the sales cycle where advisors tend to lose prospects, and gives key tips and best practices for how to avoid losing them.
Phase 1) At the At-Bat
Phase 2) After the At-Bat but Before First Appointment Set
Phase 3) After the At-Bat & After First Appointment Set
Phase 4) After First Appoint but Before Second Appointment
Phase 5) After Second Appointment but Before Paperwork Signed