Seizing Opportunity – The SECURE Act

The SECURE Act could present significant opportunities for financial professionals and their clients. This episode of 16 Ways from Sunday is all about how to seize the opportunity and leverage the pending legislation.

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S2:E1 Business Value and Alignment

On this episode of Advisor Skinny, Mike Walters starts the discussion around business valuation. He shares his thoughts about beginning the process, engaging professionals to help, and mistakes to avoid.

Join Mike for this engaging new season of the Advisor Skinny podcast!

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S2:E1 – Business Value and Alignment

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Business Refinement, Why the Words Matter, and Defining Your Brand

On this episode of 16 Ways from Sunday, I’m joined by Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers.

Steve has trained and led successful wholesale consultant teams whose role it was to support and assist individual advisors, broker dealers and RIAs. As a speaker, team leader and passionate educator, Steve’s passion is to help successful advisors become efficient adapters of improved processes around practice management, business refinement and client acquisition.

This episode is all about business refinement. Steve and I discuss how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.

We discuss the difference between referrals and introductions, as well as how to think about defining your brand.

  • As a special bonus, Steve has made available a one-page download titled “The Words Matter.” This is a foundational piece he uses during the coaching and branding process with advisors. It will help you begin to wrap your arms around how to think differently about your practice. It’s free-of-charge for 16 Ways from Sunday listeners.

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Funnel Flipping, Account Based Marketing, and The Secret Formula for Category Leadership

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community.

In this episode, Sangram shares a very basic, yet profound formula for what it takes to become a category leader.

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What Glass Ceiling? How to embody the concept of UnNiched.

What does it mean to be UnNiched? The path to becoming UnNiched is different for everyone, but for ALL of us to become UnNiched means to turn our backs on preconceived notions of who we are, who we should be, and what we are meant to do. On this episode of UnNiched, Terri Spath and Tiana Brenneise, truly embody the UnNiched concept.

Terri and Tiana work for Sierra Investment Management, the parent company of Ocean Park Asset Management. Terri is Sierra Ocean Park’s chief investment officer and Tiana is Sierra’s national account manager. Sierra Ocean Park always looks for the right person for the job and it just so happens that for its CIO, CFO, and CCO positions, the right person was a woman. A refreshing perspective when you consider as of December 31, 2016, only 9.12% of the CEOs and 6% of the chief investment officers of the largest institutional money managers were women.

As CIO, Terri is responsible for market and economic analysis, portfolio allocation, investment strategy, and building client solutions at the firm.  Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments, and RSF Capital Management. She holds the CFA and CFP designations and she earned her M.B.A. from Colombia Business School and an A.B. from the University of Michigan.

As Sierra Ocean Park’s national accounts manager, Tiana is responsible for enhancing and maintaining relationships with national broker/dealers and investment platforms. She has helped cultivate and grow the distribution of Sierra’s investment management products throughout the country. Tiana earned a B.A. in business administration with a concentration in corporate and international finance from California State University at Fullerton.

Join me as I engage in a fun, lively and enlightening conversation about confidence, gender roles, and opportunities for women with these two UnNiched industry powerhouses.

 

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The Integration of a Tax Practice and Insurance Agency with Wealth Management

In this episode, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate client experience.

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Advocate by Day and by Night – Raising a Special Needs Child

In this episode of UnNiched, I talk to attorney, Lara Kapalla-Bondi.  Lara is an attorney and the mom of a special needs child.  During our time together Lara share with me a little bit about what it’s like as she navigates all of the special financial planning needs that are an everyday consideration for special needs families.

Episode highlights:

  • Learning to be an advocate for those who can’t advocate for themselves.
  • Advocating for a special needs child

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The Financial Wellness Gap – What it Means to be UnNiched

In this episode of 16 Ways from Sunday, Mark Mersman is on the receiving end of an interview with Andrea McGrew, CCO, and CLO of USA Financial. Their discussion centers around the Financial Wellness Gap facing women. Andrea is the host of UnNiched, a podcast and initiative focused on dismantling the notion that women are a small, specialized segment of the population. She is building a community that raises awareness and fosters dialogue about some of the biggest challenges facing women, both in the financial industry and within the investor community. Mersman_Ad-Podcast-Cover_Ep012 If you haven’t subscribed to the podcast, you can do so here: itunes-280Google Spotify      
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