Rank #1: Kristina Paider on Unlocking the Secret of Story-Telling
Kristina Paider is a world-class business strategist and screenwriter. She helps companies connect with their customers by applying Hollywood storytelling techniques to their marketing and communications. Her company, The Hollywood Approach, is a platform that leverages the art and neuroscience of story to help […]
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Sep 19 2019
Rank #2: Dan Allison on the Psychology of Referrals
Dan Allison is a speaker and the founder and President of The Feedback Marketing Group, a consulting firm helping large organizations and individual professionals implement a system to duplicate their top clients and attract more quality prospects. Dan has drawn on his background in […]
Oct 05 2017
Rank #3: Kevin Knebl on Sincere Conversations
Kevin Knebl is an international speaker, trainer and executive coach whose clients range from individuals to Fortune 500 companies. He is the co-author of The Social Media Sales Revolution and a contributing author of Learn Marketing with Social Media in Seven Days. He has […]
Jul 25 2019
Rank #4: April Rudin on the Future of Advisor Marketing
April Rudin, Founder and President of The Rudin Group, is a financial services and wealth management marketing strategist. She is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. April is recognized as an “Influencer” […]
Feb 21 2019
Rank #5: Jennifer Goldman on How to Say ‘Good-Bye’ to the Wrong Clients
Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel […]
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Sep 06 2019
Rank #6: Episode 9 – Chris Westfall on Creating a Winning Elevator Pitch
Chris Westfall is the US National Elevator Pitch Champion, and his strategies have created multi-million dollar results for entrepreneurial companies on four continents. His clients have appeared on Shark Tank, Dragon’s Den and Shark Tank-Australia. He’s the publisher of seven books, including The NEW […]
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Mar 09 2017
Rank #7: Michael Futterman on the Art of Story-Telling
Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors. With over 25 years of experience in practice management and consulting, he works with the Professional Development Team on research and curriculum development of their professional development programs. Takeaway Quote: “When […]
Aug 22 2019
Rank #8: Episode 10 – Ted Jenkin on the Future of Advisor Marketing
Ted Jenkin, founder of oXYGen Financial, Inc., is an entrepreneur, leader, and social media pioneer in the financial services industry. Ted has been quoted in more than 75 publication and newspapers including being a featured columnist for the Wall Street Journal ‘The Experts’, and […]
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Mar 23 2017
Rank #9: Larry Miles on Building the Firm of the Future
Larry Miles is a Principal at AdvicePeriod, whose mission is to reinvent wealth management. Their approach, which includes extensive use of technology in delivering a planning-focused experience, has taken the firm from start-up to over $2 billion in just a few years. His book, […]
Sep 20 2018
Rank #10: Evelyn Zohlen on Becoming a Magnet for Your Ideal Clients
Evelyn Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She has served on the Board of Directors of the Financial Planning Association, and as an adjunct professor in the Personal […]
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May 04 2017
Rank #11: Robert Sofia on Personalized Marketing
Robert Sofia is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He has served over 1,000 financial companies since 2005. He’s an award-winning speaker and author of two best-selling books, […]
Apr 19 2018
Rank #12: Michael Kitces on Building a Referable Profile
Michael Kitces is a Partner and the Director of Wealth Management for Pinnacle Advisory Group. He is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor […]
Aug 24 2017
Rank #13: Episode 7 – Julie Littlechild on the Power of Absolute Engagement
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and […]
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Feb 09 2017
Rank #14: Matt Halloran on the Next Frontier of Client Communications
Matt Halloran is partner and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […]
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Jul 26 2018
Rank #15: Matt Halloran on Micro-Influencing
Matt Halloran is CEO and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […]
May 30 2019
Rank #16: Sam Richter on Selling Intelligently
Sam Richter is a best-selling author, speaker, and creator of Know More University. As a thought leader on sales intelligence, he helps professionals learn the inside secrets for finding and controlling information, and then leveraging it to build valuable business relationships. Sam serves on […]
May 18 2017
Rank #17: Mark Schoenbeck on the Right Message for the Right Clients
Mark Schoenbeck, CFP, is the Executive Vice President and National Sales Director at Kestra Financial. He has helped top independent financial advisors maximize their revenue, free time, and business value for over 15 years. He previously held senior executive roles at Mutual Service Corporation, […]
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Feb 08 2018
Rank #18: Megan Carpenter on Authentic Connections
Megan Carpenter is co-founder and CEO of FiComm Partners, LLC, a firm that delivers strategic communications programs to clients via public relations, digital marketing, branding, social media and creative services. Under Megan’s leadership, FiComm has expanded to three regional offices across the United States. […]
Nov 29 2018
Rank #19: Kelly Decker on Creating an Influential Experience
Kelly Decker is the President of Decker Communications, Inc. A keynote speaker, messaging expert and executive communication coach, she helps professionals and senior leaders unlock their potential. She also personally coaches executive leaders from Fortune 500 companies. She’s the co-author of Communicate to Influence: […]
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May 03 2018
Rank #20: David Lyon on Less Managing, More Advising
David Lyon is CEO and Founder of Oranj, the industry’s first freemium wealth management platform, which helps financial advisors run a more efficient practice. He was previously the Principal of Main Street Financial, a $300m+ AUM multi-family office. David is also a speaker on […]
Mar 21 2019