Paul Coan is the founder and CEO of Ploutos Weath, a strategy platform for financial advisors, helping them to develop portfolios that perform while allowing them to keep complete control—freeing them up to focus on new and existing clients. He is also the author of Asset Protection & Wealth Preservation: A Guide to Help… Read more »
Ep. 136: Paul Coan–Can Financial Advisors Beat the Market?
Donna O’Sullivan – 35-Year Insurance Veteran on Why Trust Leads to Sales
Donna O’Sullivan knows a thing or two about insurance … and life. The consummate go-getter with an eye toward ever bigger and better things, Donna believes in running her business on the principles of honesty, trust, and loyalty—and it works. Starting from scratch and with a determined work ethic, Donna has two offices, an… Read more »
Ep. 155: How Krista Mashore Sells 100 Homes a Year Using Funnels
Krista Mashore is full of energy, enthusiasm, and expertise, and in this episode, she advises that before you can ask a client to commit to you, you need to let them get to know you first. You must be willing to move slowly as you build a relationship, step by step, before asking for… Read more »
The 8 Best Tips to Drive Leads For Your Business
Leads are the lifeblood of all businesses. If you can’t acquire new leads, your business can’t grow. And while this is probably obvious to most business owners, there are still plenty who aren’t sure of the steps they need to take to keep their pipelines full. We have shared countless tips over the years to… Read more »
Ep. 151: Jay Baer – NYT Best-Selling Author Jay Baer on Why Sales Is About Help, Not Hype
Talk about turning marketing on its head!! Jay Baer preaches Youtility. In short, Jay wants you to give away what you know. For free. The key to getting attention, demonstrating goodwill, building trust, developing a reputation, and eventually earning back all the good things you’ve done in the form of profitable business, is by… Read more »
Episode 144: Luke and Josh –The 3 Stages of Quarantine Content You Should Be Sharing
On today’s episode of Stay Paid, Luke and Josh explain the importance of maintaining your social media presence during quarantine, and offer three stages for sharing different types of content on your channels. Key Points: Don’t reach out to people right now and jump immediately into the sale—let them know you care first. Share… Read more »
Ep. 141: Ed Stulak- Grow and Maintain Your Following on Instagram
Ed Stulak is a New Jersey licensed REALTOR® and social media star. He has a new course that teaches everything he has learned over the last eight years about building a following on Instagram, including the basics of Instagram, personal branding, and strategies to build your following. He has been featured in publications… Read more »
Ep. 138: John Anderson– How to Specialize Your Marketing During the Quarantine
John Anderson is the managing director of Practice Management for Independent Advisor Solutions by SEI. He has been with SEI for over 25 years, and is responsible for all programs focused on helping financial advisors grow their businesses, creating efficiencies in their operations, and differentiating their practices. John is frequently quoted in publications such as Investment News, Financial Planning magazine… Read more »
Ep 137: Patrick Brewer – How to Turn Strangers into Raving Fans
Patrick Brewer is the founder of SurePath Wealth, an ensemble financial practice with seven offices across the country. He’s also the host of The Model FA podcast, which covers best practices for financial advisor practice management and marketing. Today on Stay Paid, Patrick offers strategies for connecting with prospects, and ultimately turning them into… Read more »
Ep. 134: Kim Angeli – Post-Pandemic Prep: Why Agents Should Join Nextdoor
Kim Angeli is the founder and president of Grateful Box, a company on a mission to help people drive an attitude of gratitude. The company also assists business owners in developing a raving fan plan—connecting with the clients beyond the transaction. On today’s episode of Stay Paid, Kim talks about the ways she has… Read more »
Ep. 131: Amber Vilhauer–Create Content That Will Attract Your Tribe
Amber Vilhauer is an online digital marketing expert who supports authors, speakers, and coaches to establish a powerful, integrated online presence that gets results and empowers them to make a difference in their industry. Since starting her agency, NGNG (No Guts No Glory) Enterprises in 2007, she has spent her career impacting her… Read more »
Ep 128: DEEP DIVE – Seth Greene – The Lead Generation Tips No One is Telling You
Seth Greene is the nation’s foremost authority on growing your business. He is the cohost of the SharkPreneur podcast with Shark Tank’s Kevin Harrington—named one of the top ten podcasts to listen to in 2019 by Nasdaq. He’s also the founder of the direct response marketing firm, Market Domination, and a seven-time best-selling… Read more »
