The Advisor Arena: Recent Episodes
Jaime Malm
This podcast is for independent financial advisors that want to learn from the success of others. I believe in an attitude of abundance and my goal is to bring you ideas, resources and tips from your most successful peers. But, I don’t want to stop there! Sales, marketing and building a business are all about creating a human connection and how we interact with others. I am going to bring you ideas from top thought leaders, creative minds, social media gurus, entreprenuers and business builders. You will hear from people that seem to easily build rapport with others and translate that to sales and business. Why are some advisors constantly trying to hustle for connections and for others it comes so naturally? This podcast is going to explore all of that and more. Welcome! I’m glad you are here.
Q1 is now behind us…we are talking marketing trends winners and losers, best practices for client communication and industry topics you should be aware of.
If you aren't over communicating right now with your prospects and clients regarding the topic everyone is talking about, you won't want to miss this episode.
We get asked about seminars A LOT....do they still work? What kind of results should I expect? Are there things others are doing that generate best results? We are sharing best practices- what works, what doesn't and what you need to know before you do another seminar!
BIG changes this year with over 3 million people impacted by the elmination of two provisions that have been in place for more than 40 years. Don't miss this episode!
Join us for our first episode of the new season as we share the top takeaways from the Summit. If you were there, you may need some direction on what to implement and how to get started. If you weren't there, then you definitely need to know what you missed!
If you can only implement one new thing this year, this should be it! Solidy relationships with top clients, get referrals and differentiate yourself like never before. Join us for this episode to find out how.
One of the biggest differences between successful advisors and those that struggle is how they take advantage of current opportunities. Taking action is sometimes easier said than done. In this episode, we discuss the three things that our top advisors are doing right now to make the biggest impact to their business.
How effectively have you communicated the urgency of the current tax window to your clients? If your clients and prospects don't know exactly how their situation is impacted, then this episode is for you. It's time to be proactive as the window is closing!
We know, we know...you are sending drip emails and a newsletter! But...there is so much more to maximizing ROI for prospects already in your database. Join us for this episode and find out what other things you can be doing!
With the first quarter behind us, it's a good opportunity to take a moment and reflect on what worked well for you and what may need to change. Join us for this episode as we discuss how to determine when a change is needed and what is working in our industry right now.
Providing consumers with direction on the fundamentals of financial freedom can create not only value for your existing clients, but generational support for kids and grandkids as well. Join us for this episode as we discuss how this is an easy theme to incorporate into your marketing for this month!
Create a more efficient office, a better client experience and solidify your relationships with your clients by implementing Surge. In this episode, we discuss exactly how and why this will benefit your practice!
Election year is here and that likely means additional anxiety from consumers. Join us as we discuss everything you need to be proactive with the topic that is going to be top of mind for your prospects and clients.
If you missed us in Nashville, we are bringing you the top resources just launched at our recent Summit meeting to implement in your business for 2024!
Leave outdated prospecting behind. Financial Goals for the New Year ignites your spark with cutting-edge insights, expert interviews, and actionable tips to fuel your client pipeline. Prepare to dominate the market in 2024 and beyond.
Growth happens when less is reliant upon YOU. How do you transition from the daily grind of being an advisor to being the CEO of your business? Join us for this episode as we discuss what others have done, what doesn't work and things to consider before you start the transition!
Your clients want to know you are paying more attention to the details of their financial lives than they are. In this episode, we discuss the End of Year Checklist every advisor needs!
In this episode, we talk about the 10 things you must ask yourself before taking any action toward your gaols. Plus, our new segment, "From the Field" we answer a question from an advisor that is feeling very overwhelmed and burned out.
We are sharing what invoices we are paying the most toward marketing efforts, the hot products you should be aware of and a new segment....FROM THE FIELD, where we answer your questions!
The 100th EPISODE and we brought in a special guest to help you teach your clients how to build true wealth THROUGH taxation!
Have you heard the phrase "good help is hard to find"? It's true. In this episode we talk about tools to help you as an independent advisor find the help you need to staff your business.
In this episode we discuss doing new things to improve ourselves and our businesses. Don't take the easy way out. Do the hard things to grow your business.
Have you ever wondered how your peers handle a "no" at the end of the sales process? We are sharing exactly what they do and why!
mall business owners can now compete with big companies and the benefits they offer...in this episode, we discuss HOW!
Join us for this episode as we recap Q1 and what that tells us about moving forward through the rest of 2023!
50 of our top female financial advisors gathered last week and we are sharing their best secrets that have made them hugely successful and loved by their clients!
Consumers have questions about the safety of their money in light of recent bank failures. In this episode, we share what you need to know and how to proactive with your clients!
In this episode we talk about why Social Security is a still an effective call to action. Just because you may have moved on from using Social Security maximization as a prospecting tool doesn't mean the importance of SS in the foundation of income planning is any less than it was a decade ago. People are confused and they need that information.
That's right! Today we talk about how you can capture a potential client's interest in 5 seconds or less.
Hiring, Training, Managing...probably not top of your list of things you love, BUT necessary to grow your business. We have 5 things you MUST do to maximize the benefits you get out of your admin assistant or support staff in this episode.
In this episode Jaime and Josh recap the Gradient Summit and talk about what was learned at this years big financial conference.
In this episode we discuss the changes and impact the new Secure Act 2.0 will have on your financial plans.
In this episode we look at the top questions asked by the financial advisors we work with. We do our best to answer them and provide helpful solutions.
Presenting Annuities to your clients in an educated and transparent manner is critical. Understanding how the insurance prices them and structures them is very important. We talk about that and how to better understand the products you offer to your clients.
There are more women in retirement than men. But you need to think outside the box and use specific strategies to reach this important demographic for financial planning and investing.
We welcome special guest James Worley! The term estate planning can be misleading because we tend to think of the wealthy. Most people would say, “well, I don’t have an estate”…but the fact is the majority of people would benefit from "enhanced" planning.
A little bit of time spent before the end of the year can potentially save you a lot of money down the road. We go over some year-end tax planning tips.
Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.
Deirdre Van Nest from Crazy Good Talks joins me on this episode to discuss how and why financial advisors should use personal stories to create an emotional connection with clients.
We always say there is no magic bullet in this business, but this comes close. Jonathan Johnson shares how he recently got 70 appts. scheduled from a list of cold, dead leads.
We discuss new resources to educate consumers on the obstacles they may face in retirement that previous generations did not. What has changed, what actions should be taken and what do the experts say?
Mariann Montagne joins me on this episode to discuss her experience in this industry as a woman. The unique challenges, her mentors, what she recommends to young women starting their careers and the mistake people keep making with women in business.
Tom joins for the 3rd and final episode in this series to discuss the three things that will help you march forth into the rest of the year.
Tom Schaff is back for Episode 2 in our March FORTH series. In this episode, I try to "fix" the messaging mistakes advisors make and Tom coaches what I do well....and what i do NOT do well. Join us!
Tom Schaff, Major League Sales, joins us for the first episode in our three part series, March Forth! 9 specific items to be intentional with getting more clients now...wait until you hear #9!
While the BBB plan is currently stalled, The Secure Act 2.0 has bipartisan support and includes potential changes that impact IRA plans, 401k, 403b, Roth IRA’s and more. Don’t be caught off guard. David Johnson, CFP, joins us on this episode to provide all the details you need to know.
Michael Binger, President of Gradient Investments joins this episode to discuss inflation, bonds and stock market expectations for 2022
We just hosted our annual Summit Meeting and the overall theme was creating an unforgettable client experience. Find out what our top advisory firms shared, what the experts had to say and why we were balancing peacock feathers in our hands.
Let’s get honest about what you should have done in 2021 that may have hindered your success. Let’s talk about why… and how… those missed opportunities occur and how to set yourself up in 2022 to NOT let it happen again!
Learn how others are effectively connecting with prospects, establishing their authority and organizing their marketing plan 6 months in advance.
Be the resource your clients need right now. Inflation is a top concern. Educate yourself and help your clients prepare.
This is our first case study episode, but if you like it, more to come!
We are sharing a specific case this week in which one of our advisors found himself in a competitive situation with another agent.
Spoiler alert: Our advisor won the 2 million dollar client AND got a 1 million dollar referral. Find out why!
Dr. Jason Selk teaches us how RSF can change everything....maybe even your RBF (NO promises though).
We know how frustrating a sales slump can be. We have a few easy steps to help you bust any sales slump!
Little rusty presenting in front of a group or maybe you could teach us all a lesson or two? Check yourself in this episode!
If you have been waiting and wishing for a no cost alternative to seminar marketing, wait until you hear what was shared by a top qualifier at our Gala meeting last week!
As promised, this episode explores why digital marketing is broken and how you are being set up for failure....by your IMO, by your seminar vendor, by the social media platforms themselves.
Yes, you read that correctly. Digital marketing is fundamentally broken. Don't spend another dime until it's fixed.
It's not very often you can shock a room full of seasoned, successful financial advisors that have been doing seminars for years, but we just did it. Find out why....
There is one thing successful people do better than anyone else and it is creating a HUGE divide in our industry between those that will success and those that will struggle.
Barb G joins me for this episode to talk about her experience as a female financial advisor working with female clients.
As a financial advisor, you want to serve your clients well. This is your opportunity to show up for them. Learn what launched on May 4th that may change the way FIA products are designed forever.
Jaime is solo this week. What do you think your online grade would be? Are you active on Social Media, is your website up to date? Do you look presentable compared to your competition?
Q1 update...but more importantly, Josh sings in this episode! Find out what trends are emerging with our economy, markets and prospecting methods!
Anthony C, one of our most successful advisors shares how he has kept his marketing momentum going over the last year. You may be surprised by what he says...there is one thing he says he will NEVER go back to doing!
The most recent stimulus package was just passed on March 11th and there are several key items you will want to make sure your clients are aware of!
Don't listen to the all the noise others are creating out there to snag your attention. We outline everything you need to know, what you don't need to worry about and what you should be doing with every client to protect your business.
Kids with no guardians, money left to probate instead of heirs, property that has no beneficiary, adult kids that blow an inheritance. All avoidable. Jamie Weese, owner of Weese Law Firm, joins us for a conversation about attorneys, financial advisors and why they should be working together with every single client.
Tom Duncan, JD,CLU, ChFC joins us to discuss the 3 topics he sees creating the most confusion for advisors, which creates the most mistakes for consumers.
We are celebrating BIG wins! Find out what your peers are doing to obliterate their competition this year.
The financial plan you put in place has more than a 70% chance of FAILURE. Find out why and how you can ensure the plans you put in place work they way you intended.
If you are not getting the results you want from social media, don't miss this episode! Brooke Runnebaum, social media expert, business owner, entreprenuer and business coach joins us to discuss why you can't afford to get this wrong.
Part 2 of our Webinar Episode. Mike Alimo from Elevate Financial Group shares the 3 things every webinar must have to create engagement and the biggest mistake advisors have been making!
You may be surprised to learn what the #1 most used prospecting method was last year and even more surprised by how it is being adapted for 2021. Join us for this episode as we discuss the differences in using this method last year vs this year and how you can make it work for your business!
Biden's tax proposal is full of potential BIG changes for your high net worth clients, small business owners and corporations. Don't be caught off guard!
Michael Kennedy, Head Coach and owner of "One Team" joins us on this episode to talk about his brainchild and what it means for you and your clients.
Last episode of 2020! We are sharing all the good stuff coming at you for the New Year! New subsidies, new products, new social media groups, new resources, new coaching...Bring on 2021!
Do you feel busy but not productive? Do you feel like your days fly by in a blur? Are you a slave to your inbox? Then this episode is for you! My virtual assistant from Belay Solutions shares what she did to help us grow our business by over 10% in 2020!
Ready to throw your hands in the air with attempting to make any plans for your business? We know it's tempting, but the 3 end of year planning resources we cover in this episode could change your entire perspective. Check out what I uncovered by working with one of the top business coaching programs in the nation, and how that can benefit YOU!
Retirement Architecture may be just the marketing plan you didn't know you needed!
If you are trying to Covid proof your business and end the year strong, you don't want to miss this episode.
If seminars have been your main marketing method, it's time to enact plan B.
4th Q of 2020 isn't the time to try what you think might work and hope for the best. You need exact data on what is and what isn't working for other advisors specific to your area. In this episode, we outline the 3 steps you need to take before spending a dime on marketing.
"Ranger" Tom Lowry is no stranger to overcoming challenges. A former Army ranger and cancer survivor, Tom shares the new structure of his practice and why he is building his own bunker. You don't want to miss it!
If you are thinking of trying to host any events in the near future, you don't want to miss this episode! Events and Travel Director, Danielle Schwabe joins us to share everything you need to plan for to accommodate social distancing guidelines, safety protocols and ensure your face to face gathering is a success!
In our Season 2 kick off episode, we let you in on some of our secrets....including the ONE thing Josh is terrified of and what Jaime learned about coaching advisors from riding a bull (ok, it was a steer).
Season 2 Launch! Join me as I welcome my new co-host, Josh Watson. You don't want to miss what we have in store for you this season. In this first episode, we recap the MOST important things that have happened between seasons and give you a sneak peak at our future guests and topics!
In our season one finale, we let our advisors call in to "ask us anything"...no topic off limits. Find out what they wanted to know!
Rita Ernst , CEO and Business Coach from Ignite your Extraordinary shows us how to shift from a "survive" mindset to a "thrive"mindset. You don't want to miss what she has to say about getting stuck and how to pivot in our business!
Chuck joins me for part 2 of our podcast on finding success during times of uncertainty. In this episode, he challenges me to play the role of a financial services professional and soften my verbiage with clients. If you have met Chuck, you may be surprised to hear he is recommending a soft approach, but setting appointments over the phone takes a more specific approach than doing it in person. You can’t afford for your verbiage to be too aggressive, misleading, unclear, etc. I can almost guarantee everyone will come away with something you can use immediately from this podcast.
Amanda Thompson is an entrepreneur, speaker, certified emotional intelligence practitioner and business owner. Join me as I pick her brain for practical tips on adapting to business in current times, asking the questions that lead to authentic relationships and how to build sales and get results.
What lesson can you learn from an impoverished nation dealing with malnutrition? Listen to find out!
Join us on this episode where I "pick the brain" of a digital marketing expert. I ask all the questions you want to know, including recorded vs. live events; how to keep people from leaving during the webinar; equipment you may need and mistakes to avoid.
In this episode, Chuck Lucius, the owner and founder of Gradient Financial, shares his perspective on rising to the challenge of our new normal, recognizing opportunities, and the differences between those that will rise to the occasion and those that will choose to get left behind.
Eavesdrop on my conversation with Jamie Hicks. Jamie is my friend, a nurse, a mom of three, a Patient and Family Advisory Council Member for Children's Mercy and a National Speaker. Jamie shares her role and experience in helping doctors, hospitals and medical professionals improve the patient experience through specific feedback and constructive criticism. In this episode, you will take away ideas on how to ensure you solicit feedback regarding the experience your clients have when working with you. What is a positive experience for them and what could use some improvement?
Links to mentions from the episode: List of 100 core values: https://daretolead.brenebrown.com/wp-content/uploads/2019/02/Values.pdf
Dare to Lead, by Brene Brown: https://daretolead.brenebrown.com/
Join your annuity team as we discuss the third party resources available to you, the index options you should be aware of and the one page you need to effectively position annuities right now.
Josh Watson, VP of Marketing joins me on this episode to discuss best practices during the COVID-19 outbreak. We share what other advisors are doing, resources available to you to pivot to new strategies and how and what to communicate with your clients and employees.
In this episode, I talk with Brad Berger, a financial advisor with decades of experience who coaches the most elite financial advisors. Learn the 4 principles he has proven develop deep relationships and clients for life.
To receive a copy of his book, “Stop Trying to Keep up with the Joneses, They’re Broke Anyway”, simply go to www.theadvisorarena.com and email me your shipping address. Stay tuned to the end for a very generous offer and special coupon code from Brad for multiple options to help your business grow and succeed.
Richy Hirtle and Andrew Riis of RA Marketing join me to discuss what you need to know to be successful with any digital marketing campaign.
PLUS...They have a generous offer of $250.00 off your first campaign for anyone that mentions this podcast!
Jeff Foley is a Certified Financial Planner and is the owner and founder of Paladin Financial. Jeff has attained his 7,24,6,63,66,53 and is licensed in all 50 states. In this episode he is sharing the best tips he has received in this business, what surprised him the most in his transition to an independent advisor and that activity that generates over 100 appointments per month.
After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.
Enjoy!
This is the first In-between episode show. Short, to the point and impactful. How do you achieve goals when frankly, you just really don't feel like it sometimes.
After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.
Enjoy!
Toni is a motivational marketing speaker, trainer, coach and author. Toni entered the financial services industry with no investment or sales experience and learned how to build relationships and help people that desperately needed her services. Her early success as an advisor led her to train and coach over 300 advisors and develop her own company focusing on taking “Drastic Steps” to overcome the challenges independent financial advisors face in regard to marketing, prospecting, increased compliance and sales.
After hearing my conversation with Toni, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.
Enjoy!
Tara Renze spent almost 20 years in the corporate world in direct sales. She is a keynote speaker, sales trainer, entrepreneur, business owner, a wife, a mom and she is on a mission to help people Be Who They Came to Be!
After hearing my conversation with Tara, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.
So, you have these new goals for the year and great aspirations for your business, but halfway through January you may be wondering if hitting those goals is going to come at the expense of your sanity. Or your family. Or your free time. Yikes!
You have probably reached a point in your business where it is time to look at running your business… like a business. We understand that is easier said than done, however. You have likely been THE ONE that handles everything up to this point and I get it! It is hard to find someone that cares as much as you do. It is hard to find time to train someone. It is hard to let go of things and delegate.
If this sounds familiar, then this episode is for you. I sit down with the Vice President of Human Resources for Gradient Financial, Brad Malm, and pick his brain on what works, what doesn’t and what you can do to take the right next steps.
FREE OFFER: For everyone that takes a moment to SUBSCRIBE, RATE and REVIEW this inaugural episode of the Advisor Arena podcast, you have the opportunity to attend our next Operations University and I will pay ½ the cost. That is a $600 value just for taking a few minutes to leave an honest review, subscribe and rate.
My team and I have built a successful business within Gradient that started at ZERO. Zero agents, Zero business, Zero production. Over the last 10+ years, it has gone from a complete start up to a group that is generating over 500 million dollars in production each year. Every day, my team is consulting with the top financial advisors in the industry. Get to know my team members and how you can benefit from each of us.