As a financial advisor, where can you turn for practical advice and insights into how to grow your business? How about free, 24/7 access to two of Barron's top 100 advisors? On Advisor2Advisor, get timely marketing, technology, operations and practice management tips from two award winning pros who've built a nationally respected RIA. For Financial Professional Use Only
Episodes
Friday Dec 29, 2017
Advisor2Advisor Podcast - Episode 7: Bill Good Marketing
Friday Dec 29, 2017
Friday Dec 29, 2017
On this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
Tuesday Dec 26, 2017
Advisor2Advisor Podcast - Episode 6: PR and Media
Tuesday Dec 26, 2017
Tuesday Dec 26, 2017
On this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
Wednesday Dec 20, 2017
Advisor2Advisor Podcast - Episode 5: The Little Things That Matter
Wednesday Dec 20, 2017
Wednesday Dec 20, 2017
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the little things that can make a big difference in your business. When it comes to obtaining and retaining clients, it’s the little things that can have the most substantial impact. Everything from having fresh baked cookies in the lobby, to ensuring that no client is ever sent to voicemail or even the location of your office, has the power to influence a clients decision to work with you and your firm. Listen in as Scott and Pat provide tips and tricks to improve your client’s experience.
Friday Dec 15, 2017
Advisor2Advisor Podcast - Episode 4: Chip Roame, Tiburon Strategic Advisors
Friday Dec 15, 2017
Friday Dec 15, 2017
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the breathtaking speed of change in the modern financial services sector. They then welcome Chip Roame, Managing Partner at Tiburon Strategic Advisors, and one of the most oft-quoted and recognizable people in advising, today. The trio goes in-depth to discuss robo-advisors, business continuity plans, and how advisors can expand their reach, before finishing with a conversation about a common error that many advisors make that isn’t serving the interests of their clients.
Friday Dec 01, 2017
Advisor2Advisor Podcast – Episode 3: Customer Service
Friday Dec 01, 2017
Friday Dec 01, 2017
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of customer service and how Hanson McClain Advisors’s handles client relations. They then welcome Hanson McClain’s Sr. Director of Operations, Robert Vaughn. The three discuss the staffing structure of the Hanson McClain’s client services team and the use of data and surveys to track customer satisfaction and streamline operations.