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Recapture the clear vision and enthusiasm you had before distractions stole your time and energy! On the Distraction-Proof Advisor podcast, we provide real-world-tested solutions and practical steps to help you hone in on what’s important. As a former financial advisor himself, your host, speaker and author Paul Kingsman, understands what financial advisors need to thrive in the real world. And as an Olympic medalist, he knows the challenges and importance of focusing over the long haul to a ...
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Overcome LinkedIn Overwhelm and Make It Your Business Marketing Machine with Jennifer Darling
41:05
41:05
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Many busy advisors explore using LinkedIn, but soon become overwhelmed and confused then end up ignoring it. After all, isn’t it mainly a job seeker and recruitment tool, and why should they spend their limited time there? LinkedIn expert Jennifer Darling says no businessperson can afford to ignore LinkedIn because it can be a powerful marketing ma…
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The Power of a Well-Published-Book with Cynthia Zigmund
32:21
32:21
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Why would a financial advisor want to write a book? Cynthia Zigmund says there can be a range of reasons – from a brief introduction to a deeper dive into your business philosophy and showcasing how you use your expertise to positively impact your clients’ lives. If done well, it can make a huge difference in connecting with your ideal clients. But…
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Ways to Keep the Main Thing, the Main Thing with Mitch Anthony
43:42
43:42
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43:42
Mitch Anthony has been creating innovative discovery approaches for financial advisors to use for more than two decades. He helps advisors understand the necessity for listening and hearing people, then provides ideas and solutions for doing just that. He’s certainly experienced to do this: he’s helped his local community significantly by establish…
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Tools to Grow a Strong Mind with LaRae Quy
38:47
38:47
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LaRae Quy was an FBI undercover and counterintelligence agent for 20 years and spokesperson for the Agency’s San Francisco Division for another 4 years. Today, she marries neuroscience and social psychology to help people develop mental toughness so they can effectively manage their emotions, thoughts, and behavior in ways to set themselves up for …
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Navigate Your Clients’ Medicare Enrollment with the Medicare Whisperer, Brian McArthur
39:07
39:07
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Brian McArthur, creator of the Medicare Execution Process™, understands why Medicare is the most overlooked part of the financial planning process: it’s convoluted, constantly changing and creates minimal revenue. Advisors know Medicare planning is a need for all their clients who reach age 64, yet industry education has been lacking in equipping a…
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Unlocking Resources and Creating Great Opportunities with Meghan Hyland
35:26
35:26
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Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete, and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past. Rather th…
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Turning Setbacks into New, Profitable Opportunities with SaVion Harris
28:08
28:08
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Playing football in the NFL felt like SaVion Harris’ destiny – his brother and many close friends played, and he always thought he would be next. But a college season filled with multiple significant injuries brought an end to that dream and forced him to pivot. Knowing he had given his all to his lifelong dream, the transition did not leave him fi…
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Beware of Advisor-Bod! Protect and Grow Your “Wellth” with Stevyn Guinnip
39:02
39:02
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So many financial professionals end up trading their health for their career and don’t really take notice of their declining health until they get some shocking wakeup call. But, exercise physiologist and Certified Wellness Coach Stevyn Guinnip says it doesn’t have to be this way. We can avoid or even recover from “Advisor-Bod.” In fact, she says, …
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Why Advisors Need to Hire a Financial Planner with Brooklyn Brock
38:11
38:11
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Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, says financial advisors are their own worst clients. Advisors rarely do financial planning or retirement planning for themselves like they do for their clients, and most advisors’ business succession plans fail because they never get started. Brock, a 3rd generation financial advisor herself, is founder of …
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You’re Missing Opportunities If You’re Relying on Old Assumptions with Julie Littlechild
24:47
24:47
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The last two years have changed almost everything, and if you’re relying on old assumptions you likely have the wrong ideas about what your clients need, want and expect, says client insight and engagement expert Julie Littlechild. What has in the past seemed too “touch-feely” to be very relevant to financial advising is now key to effectively conn…
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Sell Less and Advise More: Attract Ideal Clients through Podcasting with Matt Halloran
27:49
27:49
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Matt Halloran respects how tough it is for financial advisors to run a practice, do effective marketing and live a life. He teaches advisors how to use podcasting to amplify their influence while being themselves, letting their passions shine through and creating strong brands that resonate with ideal prospects and centers of influence – all within…
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Why Leading with Curiosity Works Best to Preserve Families and Perpetuate Businesses with David Specht
30:33
30:33
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30:33
The Family Business Whisperer, David Specht, says working with family-owned businesses is forever interesting because each family is like a unique puzzle. Yet, again and again he sees advisors make the mistake of focusing on product instead of people. And even those who do focus on people can undermine their efforts by leaving key people out of the…
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How to Replicate Your Ideal Clients – Client Advisory Boards with Stephen Wershing
28:26
28:26
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28:26
Who are your ideal clients? Wouldn’t you like to work with more people just like them? But what will attract people like this to you? Why would they choose you over an advisor down the street? Steve Wershing says your clients know why you’re the best advisor for them and can tell you how to find more clients like them. He is the nation’s foremost a…
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Create Your 2022 Blueprint for Success – Part 2
20:35
20:35
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Part 2 of the process Paul Kingsman and his coaching clients use to set and achieve goals for themselves. After creating your TARGET Goals, which Paul shared in detail in Episode 11 – “Create Your 2022 Blueprint for Success – Part 1,” join him for this next part of creating your pathway to the success you want. He’ll explain how to turn your goals …
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Paul Kingsman shares the goal-setting and achieving method he uses for himself and his coaching clients, so you, too, can avoid the frustrations and disappointments of New Year resolutions that are long forgotten by February. Learn what to do, step-by-step, to create the tools you need to stop wasting your effort and your time and confidently know …
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Entrepreneur, money maven, and wealth advisor Nicole Middendorf gets personal about struggles in her life that led to her a low point of feeling she had lost herself in a life she never wanted or imagined. She shares how her own process of figuring out how to start over, including reigniting an entrepreneurial passion she’d had since childhood, and…
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Valuable Life Lessons to Grow Your Business with Mike McGlothlin
40:18
40:18
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40:18
The financial services industry landscape is fundamentally changing, creating great opportunities, if advisors are willing to shift their mindset and behavior. Mike McGlothlin, an expert in business-growth strategies for financial advisors, shares valuable life lessons learned while working with legendary Indiana basketball coach Bob Knight that, f…
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Relationships Over Returns – Providing Clients With True Value, with Tim Halverson
36:57
36:57
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Now is an opportune time to build deep and lasting relationships with clients, and the best way to do that, according to Senior Regional Director, Advisory & Intermediary Solutions at Russell Investments, Tim Halverson, is to ask great questions, truly listen to their answers, show them empathy in these uncertain times, and keep them on track with …
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What Most Advisors Don’t (but Should) Know About College Funding with Joe Messinger
30:48
30:48
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Over 70% of parents say their number one concern is paying for college, but most advisors do not have the tools, resources, or training to help guide their clients through this daunting and confusing process of making one of the biggest expenditures of their lives. Joe Messinger is on a mission to change the way America shops for college. He and hi…
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Helping Clients (and their Families) Finish Well, with Molly Prues
32:07
32:07
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Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families. Molly has more than 25 years’ experience working with older adults and their families and also jo…
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Coming Up on the Distraction-Proof Advisor Podcast
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While we’re working diligently in the production studio this week, hear about some of what you can learn from upcoming episodes. Make sure to subscribe so you get new episodes as soon as they drop.By Paul Kingsman
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Why You Need a Clear Vision for Your Business — and How to Create One
19:06
19:06
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Paul Kingsman shares the main cause of distractions that result in so many of advisors struggling, the keys to creating an effective vision for your business and how to use it to help you identify distractions, direct your daily activities, and ultimately succeed sooner.By Paul Kingsman
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Growing Your Business Without Burning Out Yourself or Your Team with Jennifer Goldman
34:53
34:53
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Go from surviving to thriving. Business transformation expert Jennifer Goldman discusses helping financial advisors make operational changes to end the frustration and overwhelm and create the businesses they always wanted, with happier owners, staff and clients. She highlights common challenges and solutions, that require time, but deliver results…
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Gold-Medal Mindset with Olympic Gold Medalist Wendy Boglioli
36:57
36:57
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Wendy Boglioli and her teammates went into the 1976 Olympics with the deck stacked against them. After facing a week of devastating defeats in the pool against the systematically doped East German women’s team, the US women decided they were not leaving without a gold medal. Hear about one of the greatest races ever swum, the mindset to succeed in …
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Welcome to the Distraction-Proof Advisor Podcast
9:37
9:37
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Calling all financial advisors — get equipped to build the business you want! Frustrated with lurching instead of leading? Has your vision for your business become unfocused as demands and distractions grow? You’re not alone. Most financial advisors feel they don’t have control of their business. But this new podcast will help break free from the f…
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