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Practice Management (PODCASTS)

Practice Management (Podcast Series)

This podcast series provides quick, on-demand answers to your most pressing financial practice management questions. All audios (podcasts) are less then 5 minutes and cut straight to the point, no fluff, just golden nuggets of practice management advice. If you can’t find the answer you need in our database, simply submit your question, and within 48 business hours we will get you an answer

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Best Use of Your Time (3:43)
The burning question, what do you like to do? What should you be doing with your time? What should you outsource and when?
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Delegating To Junior Advisors (3:48)
How do you hand off clients to a Junior/AWA/AFA advisor. It is process and we cover the step by step process in this podcast.
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Firing – You Owe It To Yourself (3:19)
You all know you need to fire someone, but when do you do it and how? How do you cover yourself. I give some suggestions on how to do this thing most of us hate doing.
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Honesty issues in a team member (3:03)
It does not happen often, but when it does it is terrible. What do you do when you catch an employee lying? We answer that here in this podcast.
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Employee Training & Expectations (2:34)
It rarely happens that you can plug-and-play a new hire. You did not learn what you do overnight and definitely made mistakes. Take time to train your team, set realistic expectations (perfection isn’t realistic, nor is 100% accuracy.)
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Mentors, Coaches and Consultants (2:40)
You can have the best coach/consultant in the world with the best tools and processes, but if you are not willing to do the work, it is a waste of money. This podcast is a great pick me up when you are feeling un-motivated.
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Accountability (2:40)
You can have the best coach/consultant in the world with the best tools and processes, but if you are not willing to do the work, it is a waste of money. This podcast is a great pick me up when you are feeling un-motivated.
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Focus on who you want to work with (3:05)
If you want to gain control of your practice, you have to have marketing focus. Who do you do your best work with? Why do you like working with that demographic?
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Mission, Vision & Value Proposition (3:21)
If you are going to be successful you have to have a common understood foundation that your business is built upon. This is the mission and vision of your company.
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Leadership & Office Management (2:31)
How can you be a better leader? Most offices have a lack of leadership and most advisors think their employees are as motivated as they are. They are not. So what can you do?
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Niche & Target Market (3:49)
The best of the best always have a niche, but how do they arrive at that niche? Here is a quick and easy way to think about it.
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Media & Public Relations (3:12)
What exactly does PR do for you and what should you expect? How long does it take to work?
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Educate Your Community (2:40)
Unless you are a great speaker, seminars and educational events will not be your thing. If you love to teach, please listen to this podcast to find out the best way to engage your audience with a low cost get together.
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How To Use LinkedIn Connections (2:40)
LinkedIn could be the best prospecting tool most of you are not using. If you learn how to use your connections and your connections, connections, you can print money using LinkedIn.
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LinkedIn Pulse (3:43)
There are three things you need to focus on when you are building out your LI profile. We discuss your profile picture, your headline and your summary in this podcast.
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LinkedIn Privacy (2:40)
Many of you have no idea the versatility of LinkedIn and how you can protect your clients or reduce the unwanted connections. This is a quick distillation of Privacy settings on LinkedIn. This is more than compliance tells you (normally).
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LinkedIn Profile Tips (2:40)
There are three things you need to focus on when you are building out your LI profile. We discuss your profile picture, your headline and your summary in this podcast.
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You Should Love Twitter! (2:40)
If you want to get the attention of HNW Tech focused your clients, you need to exist on Twitter. Well, you need to more than exist, you need to become a source of information to your local Twitterverse.
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Facebook is a Great Marketing Tool (3:43)
Did you know you never need to send out a mailing for a seminar again? Facebook is a great way to increase attendance at your events by using their build in marketing system.
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Networking Groups and the Hidden Benefits (2:40)
For a long time we did not support the use of networking groups until we realized they can work if you put in the time and focus on the right members.
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Effective First Meeting with Prospect: 4 Key Questions to Ask (2:48)
Dave asks the question, “how do I conduct an effective first meeting with a prospect?”
Matt shares his four questions on how to ask open ended questions to get people trusting you and how to take it slow with prospects to build trust. This tees you up to sell them what you need in the first meeting. Prospects will like that you listened to them in the first meeting. “Date before trying to get married ” as Matt puts it.
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Don’t Live In The Past (2:03)
“Past performance is not indicative of future results,” you say this to your clients, but you need to look at your past experiences in business in the same way. You have to be willing to take risks.
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So you want to switch BD’s? (3:50)
The grass is not always greener when it comes to BD changes. Here are some clear thoughts on considering moving BD’s.
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Seminars, what you need to know (3:01)
This podcast answers the ever changing question of should you do seminars or not? How do you know if they are going to work for you?
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Writing A Book (4:23)
Many advisors want to write a book, but it is an incredibly difficult and time coming process. Here are some things to think about if you want to write your own book.
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Who Are You Planning For (4:14)
Most of you continue to add things to your financial plans because someone needed it at some point. I want you to ask yourself the question, “Who am I planning for?” Most of the time you are doing what lawyers do, create heft to a document that needs to be simple and easy to execute.
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Set Your Team Up To Be Successful (1:59)
You are only as good as your team. How can you set your team up to be more successful and more motivated to work hard for the company? Here are some great tips.
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Exponential Growth with CSR’s (3:43)
When you move to the CSR model you will have the chance to reduce the fits and starts you experience everyday in your office with the one off questions you get.
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Can You Expand? (2:36)
We all want to grow, but are you ready? What do you need to have in place from a foundational standpoint to grow at the rate you desire?
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Don’t annualize employee salaries (2:45)
Sometimes the most beneficial thing you can do as a business owner is to view costs and salaries in a microcosm. Looking at the short term will hopefully give you the motivation and permission to hire those people you need to grow your practice.
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Focused & Tiered Marketing (3:41)
So many of you have to broad of a marketing approach. Who you should market too is right in front of you, in your book of business.
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Sales & Closing – Game Time (3:53)
The best of the best advisors and salespeople do more work before the sales meeting starts, to prepare and visualize the close. We also discuss were your team needs to be mentally when they walk through the door to your office.
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Sales Process (2:33)
What sort of expectations should you have on how long it takes to close a client? What should that process look like and how long should it take?
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Succession to a family member (2:53)
What should you look at when you are thinking about bringing in your kids to succeed you? Please listen to this before you make that decision.
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Choose Your Words Carefully (2:24)
What words you choose is more important than anything these days. In order to be a great leader, closer and manager, you need to choose your words carefully.
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Should You Do Charitable Planning? (2:40)
A word of caution, if your heart is not truly into a specific charity, don’t try to connect. If you have a charity you are very interested in, get the education to become a real charitable specialist.
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Commission Splits Made Easy (3:43)
Too many advisors try to make splits too complicated. This quick podcast will explain and easy, generalizable, and fair way to share in revenues.
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Walk Before You Run (2:44)
Sometimes you need to remember that you need to take growth and changes slowly. If not you can pull your business muscle.
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Goal Setting, Vision & Focus (3:08)
What is a goal supposed to be? It is supposed to be a finish line. But in order to get to that finish line, you have to create a lot of little races. This allows you to get and maintain the momentum to keep working towards those goals.
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Envisioning Your Business (2:52)
Many people are looking at trees too hard they forget they are in a forest. You need to take time to take the 30K view. When is the last time you did that?
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Goal Setting (3:08)
What is a goal supposed to be? It is supposed to be a finish line. But in order to get to that finish line, you have to create a lot of little races. This allows you to get and maintain the momentum to keep working towards those goals.
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Costs, Profit & Profitability (2:21)
What are the real costs of your business? Are you running P&L’s monthly? How do you really tell what your profits are? If you expand how can you project profit successfully?
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Partnership & Partners (2:37)
Should you have a partner? Do partnerships work? What should you do if you are in a partnership right now Here are some things to think about.
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Hidden Profit Killers (3:43)
Advisors don’t always have the best sales resistance. Sometimes you sign up for things, pay for them and forget. We will give you a simple tool to help reduce your monthly expenses.
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First Impressions are Everything (2:40)
So many advisors take their reception area for granted. This podcast discusses a few helpful tips to make your clients feel more welcome.
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Office Space Suggestions (3:43)
If you are still meeting with clients in your personal office, you should look for new office space. This podcast discusses rationale behind needing a conference room.
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Fees – Where Do They Come From (3:09)
I have many discussions on fees, how do you explain your fees and justify your compensation. Do you know how much you need to make on each client?
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Don’t use your practice as your personal piggy bank! (3:08)
Many advisors think their practice as their personal piggy bank. You have to move away from thinking this is all your money to thinking like a business owner. It is the businesses money not yours.
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Introduction

Introduction to Practice Management Podcast

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