Nicholas Stuller is an author and one of the world’s leading experts on financial advisors. He’s also the founder and CEO of MyPerfectFinancialAdvisor, which he intends to be the eHarmony of pairing investors with advisors. His new book, The Truth Shall Set Your Wallet Free, aims to debunk the myths that prevent people from… Read more »
Ep 78: Leading FA Expert Shares Tips for Getting More Clients (with Nicholas Stuller)
How to Get Real Estate Leads in 2020
An exodus from cities wracked by COVID-19 and a growing trend toward new work from home policies are creating big opportunities for real estate agents. My mother always says that if you look long and hard enough, you’ll find something good in every situation. But the COVID-19 pandemic has challenged her fortitude, as well as… Read more »
Top 10 Recipe Videos to Share with Your Clients
It can be tough work keeping your social media followers engaged. Whichever platforms you’re using to promote your business, the odds are high that your clients and prospects are already wading through dozens of posts from their friends, family, and other businesses. With so much happening at once, it can be difficult for you to… Read more »
Ep. 213: How to Scale Your Business with Joey Gilkey
How to Build Sales Operations for Small Businesses You’re a small business owner, but you have dreams of scaling your business into a serious money maker, one where the gross profit line includes eight zeros. Of course, this means increasing your sales revenue, which naturally leads you to consider finding, hiring, and training more… Read more »
Ep. 154: Keith Gregg – How This CEO Built His Business on Partnerships
Generosity + Empathy + Gratitude = Entrepreneurial Success This equation might strike you as a solution to humanity’s shortcomings, but entrepreneurial success? No so much. Unless you’re Keith Gregg. Key Points The biggest lead-generating opportunity for financial advisors is to provide compassion and empathy to those who aren’t getting it from their current advisor…. Read more »
Ep. 347: How Dan Lesniak Made $22M in Year 1
A Target Market Strategy for New Agents Plus a Broker’s Cure for “Revolving Door Syndrome” Who should listen: New agents struggling with how to do it all with limited resources, as well as experienced agents who need a way to keep their top talent. Key idea: Developing a value proposition boils down to saving… Read more »
Ep. 239: How to ask for REFERRALS the right way, with Barb Betts
How to Develop a Relationship Marketing System Word-of-Mouth is Not a System Who should listen: This episode is for professional service providers who want to understand how to operationalize their relationship marketing strategy. Key point: Relationship marketing requires authenticity; it’s not for everyone. If you don’t have a prospect’s trust, then not even your… Read more »
Ep. 315: The New Threat to Email Marketing Automation (with Andy Mowat)
Will Email Become a Paid Marketing Channel? Who should listen: The implications of what our guest reveals are so incredible that everyone who interacts with email should listen. Key idea: The goal is to give email recipients a defense against the bad behavior of marketers. Action item: Before sending your next email, ask yourself… Read more »
Ep. 91: Start Your Own Podcast Today: A Step-by-Step Guide (with Mark Randall)
Mark Randall is a video producer for ReminderMedia. He’s also the primary producer of Stay Paid, and he’s played a major role in making the show what it is today. Today, Mark steps in front of the microphone to discuss why you need to create your own podcast (and how easy it is to… Read more »
Ep. 265: How to Lead, Hire, and Build Wealth (with Dana Gentry & Linda McKissack)
3 Top Tips for How to Become a Better Leader Who should listen: Anyone who wants some truly fantastic advice about leadership and agents who want more successful businesses. Key ideas: There are so many!! Action items: 1. Discover the vision your direct reports have for themselves. 2. Develop a 3- to 5-year vision… Read more »
Don’t Head Back to School without Issue 71 of American Lifestyle Magazine
Issue 71 of American Lifestyle magazine hits homes just as families are winding down their summer breaks and preparing to send kids back to school. The mentality associated with transitioning from summer to fall always comes with the sense of getting back to the grind, a slower pace, and a more steadier schedule. You’ll feel… Read more »
Ep. 36: How to Build Your Email Marketing List
Many assume that email is dead, but we’re here to prove otherwise! Think about this: your email list—if built properly—may be the one marketing source that is truly yours to own. And even with all of the new ways we have to generate leads in sales today, email is still the king of marketing ROI… Read more »
