By Matthew Eilers
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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business. Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Financial, a comprehensive financial institution that caters to independent wealth management professionals. Matt is the creator of Practice Synergy, an 8 Step Process for maximizing growth within a financial practice and the co-creator of the Advisor-Client Engagement Process, the ultimate appointment process track for financial advisors.
||Explicit06: Best Practices for a Better First Appointment||In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives...||1/8/2019||Free||View in iTunes|
||Explicit05: The Best Strategies to Market a Financial Practice with Mark Mersman||In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining...||11/2/2018||Free||View in iTunes|
||Explicit04: Client Segmentation - What it is, What it isn't, and Why you'll need it||In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics...||10/15/2018||Free||View in iTunes|
||Clean03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol||In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon...||10/15/2018||Free||View in iTunes|
||Explicit02: The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!||Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they...||10/15/2018||Free||View in iTunes|
||Explicit01: 25 Ideas for You to Elevate Your Client Experience||In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and...||10/11/2018||Free||View in iTunes|
Helpful information presented in an entertaining way. Packed with tips for advisors of all experience levels! Excited to learn more as the podcast progresses.
Bang! Well done.
Way to start out with a bang! Keep up the good work! Looking forward to more episodes.
Solid Inaugural PadCast-
I lisstened to this twice and took away several pearls I will start using in my practice. Keep the great information coming!