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Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
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CPA Takeover: Alicia's Creative Networking Journey
7:41
7:41
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7:41
In this engaging episode of 'Financial Advisors Advantage,' host Brett McDonell delves into the innovative world of networking and client acquisition through the inspiring story of Alicia Mendez, a dynamic financial planner at Mendez Wealth Management. Facing stiff competition in establishing CPA referral partners, Alicia takes a bold leap beyond t…
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The Crypto Revolution - Financial Advisor's New Frontier
8:40
8:40
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8:40
In this groundbreaking episode of 'Financial Advisors Advantage,' host Brett McDonell navigates the dynamic and rapidly evolving world of cryptocurrency. Brett, a 20-year mortgage expert with a passion for innovative sales and marketing strategies, guides financial advisors through the intricacies of this digital revolution. The episode highlights …
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1
The Merchant's Ledger - Financial Advisory in the 1800s
5:00
5:00
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5:00
In this captivating episode of 'Financial Advisors Advantage,' we travel back to 1850s London, a period teeming with economic vibrancy and the early rumblings of the Industrial Revolution. Our narrative centers on Edward Bennett, a financial advisor whose methods and principles, though from a bygone era, still resonate with the practices of modern …
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The Niche Advantage - 40 Niche Marketing Ideas for Financial Planners
9:00
9:00
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9:00
"Discover the transformative power of niche specialization in this enlightening episode of 'Financial Advisors Advantage.' Join Brett McDonell as he explores how financial advisors can amplify their expertise, connect deeply with clients, and stand out in the industry by focusing on specific niches. From targeted marketing to innovative client solu…
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