show episodes
 
The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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show series
 
In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professi…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: ht…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin Effective Selling with Dan Solin, author of ASK * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subsc…
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In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Grant Hicks Effective Practice Management - Lessons from the Top Advisors with Grant Hicks. Practice Management Secrets from the Top Producers - What's Working RIGHT now for Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery…
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On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation. On Part 2, we shift into the neuroscience behind motivation, emphasizing The post The Type Two …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg moody Niche Marketing Done Right for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latest…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael McClean Be a BadAss Millionaire with Michael McClean - Key Marketing and Positioning Lessons for Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: h…
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On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation. Mike introduces his concept of "type two fun", which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that …
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In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Greg Moody and Mindi Godfrey Be a Maverick Advisor - Carving Out a Unique Position for Yourself. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealth…
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In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Darcy Juarez Magnetic Marketing Principles for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/…
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In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…
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In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Angela York Targeting Your Ideal Prospects for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/…
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This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast! Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade The post Featured Podcast: …
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Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Elyse Stoner Effective Events for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe…
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In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…
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In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and H.Adam Holt of Asset+Map The Rethink the Financial Advisor Podcast. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts…
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Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction…
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In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mike Vance Disney Approach to Wow Clients * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podc…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mindi Godfrey Financial Advisor Marketing Live Events Effective * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or…
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Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your The post The Language of Referr…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Kate Gaudet and Tanner Stolte Effective Facebook & LinkedIn Marketing for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmast…
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In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …
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In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…
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In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Travis Lee of 3D Mail Effective and Unique Direct Mail for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/late…
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In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …
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In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on provi…
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Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients. The post The Language of Ref…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael DeLon Paperback Expert Michael DeLon - Joins Stephen Oliver - Why Advisors should have their own book. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: http…
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In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…
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Today on The Concierge CPA Podcast, Amber Setter discusses her journey from an accountant to leadership coach. In this insightful interview, she shares her transformational journey, from her early years in accounting to her decision to pursue a master's in leadership studies. She discusses the challenges of finding her 'zone of genius' and how she …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael Levin Creating Trust - Why Every Financial Advisor Needs There Own Book * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/la…
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Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage…
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In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understandi…
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Today on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an e…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Greg Moody Email Marketing * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podcasts using your…
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In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Rob Anspach Online Financial Advisor Marketing - Podcasting, Videos, SEO, being an Author, and much more. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://a…
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In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…
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We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unloc…
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In today's episode of The Concierge CPA, Jackie Meyer discusses cannabis accounting with Naomi Granger, Founder of the National Association of Cannabis Accounting and Tax Professionals. Naomi shares her journey into cannabis accounting, highlighting challenges and opportunities in the industry, emphasizing the need for specialized knowledge and ada…
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Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Lee Milteer Effective Mindset for Dramatic Growth for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpo…
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