Practice Builders
By Advisorpod
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Podcast Description
The Practice Builders pod-casts provide actionable practice management tips and advice to help advisors run a more efficient, profitable and satisfying practice.
| Name | Description | Released | Price | ||
|---|---|---|---|---|---|
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1 |
CleanDeal Fever: Case Study on Practice Acquisition – Buying another Business | Are you considering acquiring another practice as growth strategy? | 1/16/12 | Free | View In iTunes |
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2 |
CleanThe Checklist Manifesto: Making Complicated Tasks Simple Using Checklists | Join in today as the Advisorpod.com team discusses how you can make complicated tasks simple by using well designed checklists. | 12/13/11 | Free | View In iTunes |
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3 |
CleanPerception Is The Name Of The Game – Office Relocation | The quality of your office space is an extension of your value – what message does your current office space say to your clients and prospects? It might be time to make change! | 11/21/11 | Free | View In iTunes |
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4 |
Clean002 Take Time to Make Time | This podcast teaches you a great technique to get control of your work week, plan for success, get more done, and create an ideal schedule that allows you to spend your valuable time and energy on high priority tasks. | 11/16/11 | Free | View In iTunes |
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5 |
CleanSeek & Prosper - Professional Alliances | Professional alliances are a great way to grow your business and gain referrals with affluent investors. According to Prince and Associates, 70% of affluent investors locate their primary financial advisor through their attorney or accountant. | 11/11/11 | Free | View In iTunes |
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6 |
CleanThe Big Question: Establishing Client Referrals | Advisors are always mentioning how hard it is to establish referral relationships. Today Paul Lofties visits with Dan Allison, owner of Feedback Marketing Group. | 9/20/11 | Free | View In iTunes |
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7 |
CleanResults, Discussion and Analysis – Office Assistant Surveys | The Advisorpod team recently conducted a large survey of office assistants and what we learned can help you lead, motivate and direct your team more effectively. | 8/29/11 | Free | View In iTunes |
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8 |
CleanShark Attack: A Lesson On Succession Planning | Succession planning is crucial to practices of all sizes. Listen in as Paul Lofties visits with one of Securities America’s elite million dollar producers, Max Briggs, as he tells his personal succession planning story. | 8/5/11 | Free | View In iTunes |
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9 |
Clean002 Take Time to Make Time | This podcast teaches you a great technique to get control of your work week, plan for success, get more done, and create an ideal schedule that allows you to spend your valuable time and energy on high priority tasks. | 7/29/11 | Free | View In iTunes |
|
10 |
Clean005 Client Segmentation and Analysis | Client Segmentation and Analysis: Unsure of what level of service to offer each of your clients? Not enough time to meet all of your clients’ needs? | 7/29/11 | Free | View In iTunes |
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11 |
CleanOpportunity Knocks: Establishing A Relationship With A Financial Institution | Why might an independent financial advisor consider a partnership with a financial institution? Today, Paul Lofties interviews Gregg Johnson, Sr. Vice President Branch Office and Development & Acqusitions, with Securities America. | 7/21/11 | Free | View In iTunes |
|
12 |
CleanThink Big! Part 2: Running A Values-Based Business | Join in for Part 2 of Paul Lofties’ interview with Bill Bachrach, Chairman and CEO of Bachrach & Associates. | 7/21/11 | Free | View In iTunes |
|
13 |
Clean"Think Big! Part 1: Running a Values-Based Business" | Do you set “big goals” for yourself? Do you run a values-based practice? Tune in today while Paul Lofties, a member of our Advisorpod team interviews Bill Bachrach, Chairman and CEO of Bachrach & Associates. | 7/21/11 | Free | View In iTunes |
|
14 |
Clean"Show And Tell: Junior Advisor Job Shadowing" | Would you like to be more efficient in your business through effectively delegating the servicing of some clients to a junior advisor? | 7/20/11 | Free | View In iTunes |
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15 |
Clean"Check Out This Library": Marketing Strategies | An effective marketing strategy focuses your organization’s energies and resources on a course of action which can lead to increased sales and dominance of a market niche. | 3/31/11 | Free | View In iTunes |
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16 |
Clean"The Trigger: Emergency Client Contact Plan" | Be Proactive! Planning what you will do before a “trigger event” will allow you to immediately implement a plan of action. | 3/31/11 | Free | View In iTunes |
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17 |
Clean"Don’t Be Afraid!: The Benefits of Client Surveys" | Have you given thought to conducting client surveys for your practice? Common fears for conducting client surveys include the cost, the effort, and the time involved…not to mention the fear of opening the floodgates to clients’ opinions. | 3/31/11 | Free | View In iTunes |
|
18 |
Clean"The Power of Body Language: Nonverbal Communication" | Nonverbal communication, or body language, is a vital form of communication. It accounts for more than half of the meaning in any face to face encounter. | 3/31/11 | Free | View In iTunes |
|
19 |
Clean"Veto Power" | Client relationships can be tricky to establish especially with women and couples. Don’t forget the wife when first meeting with a new couple, as she might have “veto power” over establishing a working relationship with you. | 1/24/11 | Free | View In iTunes |
|
20 |
Clean"Adios Annual Reviews": The Re-Discovery Conversation | Most advisors typically think of the annual review as a time to evaluate a client’s investment portfolio and its performance. But the annual review with clients should be much more. It should be a time to re-discover your client’s needs, goals and val | 1/24/11 | Free | View In iTunes |
|
21 |
CleanPeople Puzzle: Employee Engagement | Are you familiar with the term “Employee Engagement?” Employee Engagement is a term often heard in larger organizations. | 1/24/11 | Free | View In iTunes |
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22 |
Clean"Passing the Buck": Delegation | Take your practice to the next level! Discover new ideas to divide responsibilities in your office so that everyone is making the best use of their skills and talents. | 1/24/11 | Free | View In iTunes |
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23 |
Clean"The Secret Sauce": Client Advisory Boards | Have you ever thought about getting your clients together and having them provide advice on your business? Today, Kirk Hulett member of the Practice Builders Team along with Tim Jessen, Principal of Sage Pointe Consulting discuss Client Advisory Boards. | 1/24/11 | Free | View In iTunes |
|
24 |
Clean"Think Like an Egyptian, I mean... CEO" | Run your own practice? Take a listen, as our Practice Builders team discusses the evolution from salesperson to business owner and how you can benefit from adopting a CEO mindset sooner rather than later. | 1/24/11 | Free | View In iTunes |
|
25 |
Clean"Cash is King" | Are you interested in purchasing a practice? An interesting statistic shows there are approximately 50 interested buyers for every practice for sale. | 9/20/10 | Free | View In iTunes |
|
26 |
Clean"Sink or Swim" | Did you know humans forget 90% of what they learn within the first 24 hours unless they have the opportunity to practice the learning? | 9/20/10 | Free | View In iTunes |
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27 |
Clean"One Bad Apple" | If you have an employee whose behavior, attitude or performance is not meeting expectations, don’t wait to do something about it. Procrastination can make matters worse! | 8/19/10 | Free | View In iTunes |
|
28 |
CleanPlans are nothing; planning is everything! | Start planning now! This podcast teaches you what independent financial advisors can do to establish their Continuity & Succession plan. | 7/27/10 | Free | View In iTunes |
|
29 |
CleanThe “Millennials” Are Here, The “Millennials” Are Here! | How do you handle the, “What’s In It For Me” generation? See how recruitment, retention and satisfaction of Millennial employees can affect the morale and productivity in your office. | 7/7/10 | Free | View In iTunes |
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30 |
Clean"Successful Keys To Branding Your Business" | When branding, the message needs to come from you. Branding is the expression of how a customer feels about your business and the expression, you as the business owner, creates through your words, images and actions. | 7/7/10 | Free | View In iTunes |
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31 |
CleanStrategic Alignment Model – Your Roadmap To Success | The team will introduce you to the strategic alignment model, a concise look at your clients’ needs and your practices’ strengths and weaknesses. | 5/24/10 | Free | View In iTunes |
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32 |
CleanInterview on Social Media with Davis D. Janowski of Investment News | aul Lofties and Davis Janowski discuss a hot topic for financial advisors today: social media. | 3/25/10 | Free | View In iTunes |
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33 |
CleanCreating Your Ideal Client Profile | Having an ideal client profile allows you to decide the right blend of services for your practice and what type of prospect you want to attract. | 3/17/10 | Free | View In iTunes |
|
34 |
CleanDevelop Your 3-3-3 Speech | Tune into this edition of the Practice Builders to find out what Babe Ruth has in common with a concise, compelling introduction of the value that an advisor offers to clients. | 1/28/10 | Free | View In iTunes |
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35 |
Clean011 Making Referrals A Reality | The Practice Builders Team gives you tactical, practical action steps to make referrals a reality in your practice. | 11/20/09 | Free | View In iTunes |
|
36 |
CleanReferable Client Events- Live At FPA: Nebraska Chapter | Referable Client Events can be time consuming and costly. Listen to this podcast and catch the good word from the Practice Builders. | 9/29/09 | Free | View In iTunes |
|
37 |
Clean010 The Reality Of Referrals | The Practice Builder’s podcasts are growing in popularity largely due to referrals. Referrals are a cost-effective way to gain new clients. | 9/22/09 | Free | View In iTunes |
|
38 |
Clean009 Expense Management | A strong financial management system is essential to a successful business, helps you weather economic downturns, grow your business, and increases the value of your practice. | 9/22/09 | Free | View In iTunes |
|
39 |
Clean008 Advisor Vs. Economy: Staying Motivated In Difficult Times | In this challenging economic environment it is critical for advisors to stay positive. The Practice Builders team provides much needed comic relief and gives actionable advice to help you re-gain your momentum personally and professionally. | 9/22/09 | Free | View In iTunes |
|
40 |
Clean007 Build Your Bottom Line with Better Customer Service | Follow the Practice Builder’s action steps to create an outstanding client service experience. clients, and open up your referral pipeline. | 9/22/09 | Free | View In iTunes |
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41 |
Clean006 Structuring Your Client Communication | Systemizing your client communication process can help you retain clients, reinforce your value in a consistent way, increase assets under management from existing clients, and open up your referral pipeline. | 7/9/09 | Free | View In iTunes |
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42 |
Clean004 Improving Office Communication | Improving Office Communication: How important is office communication? | 6/17/09 | Free | View In iTunes |
| 43 | CleanVideo003 Advisorpod Live at the 2009 Securities America National Conference | Recording of Advisorpod.com LIVE at the 2009 Securities America National Conference | 6/17/09 | Free | View In iTunes |
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44 |
Clean001 Practice Management Foundation | What exactly is practice management? How can you tell if you would benefit from taking a practice management approach? | 5/27/09 | Free | View In iTunes |
| Total: 44 Episodes |
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- Category: Management & Marketing
- Language: English
- Advisorpod and AdvisorpodCast © All rights reserved. Securities America, Inc. Member SIPC. 2010.
