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The Automated Advisor Podcast

10 Episodes

33 minutes | 4 years ago
Automation Tools – Start Saving Time and Money by Streamlining Your Internal Processes
We all want to save time, right? Especially when we’re putting hours into tedious tasks that take away from working on big picture goals. But have you ever considered that many of the day-to-day duties we take on could be automated? Dan Cuprill of Advisor Architect joins us today to share ways you can streamline your internal processes, free up time, and start making the most of your human capital. Find show notes and more information at theaapodcast.com
45 minutes | 4 years ago
Podcasting - How to Get Started Using This Powerful Marketing Tool
Unless you've been living under a rock, you've probably seen podcasts surge in popularity lately. Not only are they a great tool for sharing content with the world in a way that is convenient for listeners, but they can also serve as part of a powerful long-term nurture strategy. If done right, podcasting will help move your audience forward in the buying process and answer potential buying questions in a completely automated way. And it's much easier to get one up and running than you might think—just ask today's guest, Ben Krueger. Find show notes and more information at theaapodcast.com
42 minutes | 4 years ago
Radio Marketing Strategy - How to Convert Listeners into Leads
If you thought radio was losing its power as a marketing tool, think again! It is still an effective way to engage with your audience and generate leads—as long as you go in with the right strategy. On today's episode, Mickey O'Neill shares how to do just that. Find show notes and more information at theaapodcast.com
42 minutes | 4 years ago
Transforming Your Business – How Books Can Move Your Practice Forward
Michael Levin writes for Forbes, the Huffington Post, Fox.com, and New York Daily News. He’s also ghostwritten numerous books for other brands, executives, and advisors. Michael has proven his business and his writing acumen to sharks on Shark Tank, bestselling authors, and millions of readers. He firmly believes, and has witnessed, that books have the power to transform business and scale a company. You can find show notes and more information at theaapodcast.com
41 minutes | 4 years ago
Blogging Your Way to New Growth - How to Drive New Leads and Revenue With Strategic Blogging
If at first the idea of blogging sounds more like torture than an exciting way to drive new leads and revenue it’s because you haven’t met Jeff Rose yet.  Jeff has used blogging to build an incredibly successful financial planning practice!  In this episode Jeff will share his path to blogging success and give you insights to help you follow in his footsteps, while avoiding the rookie mistakes along the way. You can find show notes and more information at theaapodcast.com
34 minutes | 4 years ago
Attract Affluent Clients With the Powerful Message of Zero Percent Tax
If you want to attract affluent clients, you could talk about a lot of things.  Income planning, investing, estate planning, and more.  But nothing moves the needle like taxes, and how to avoid them.  Listen as David McKnight, Best Selling Author of “The Power of Zero Percent” shares how to tap into this powerful planning opportunity. You can find show notes and more information at theaapodcast.com
45 minutes | 4 years ago
Optimizing Your Practice For Maximum Profit
Has your practice been optimized for PROFIT? Or are you simply chasing more sales, hoping to make a profit? Rather you’re struggling to make payroll, or simply want to increase your bottom line, Jennifer Dawn brings the insights you need in this episode of The Automated Advisor Podcast. You can find show notes and more information at theaapodcast.com
29 minutes | 4 years ago
A Simple Email Strategy to Drive Appointments TODAY
Need a quick and easy way to drive additional appointments? On today’s episode Jeremiah Desmarais shares powerful, easy to deploy, appointment getting email campaigns that you can use NOW to generate more appointments. You can find show notes and more information at theaapodcast.com
43 minutes | 4 years ago
Social Media - Waste of Time or Must Implement Strategy?
Many advisors today are frustrated with Social Media, and rightfully so. Aside from connecting with other advisors, many have found the results of Social Media less than exciting. On today’s episode Best Selling Author, Amy McIlwain of Financial Social Media will share how Social has evolved and how to use Social TODAY to find and attract your ideal clients. You can find show notes and more information at theaapodcast.com
34 minutes | 4 years ago
Increase Your Closing Ratio by 40% or More by Defusing These 9 First Appointment Landmines
Tired of hearing “let me think about it?” As Dan Cuprill of Advisor Architect shares on today’s episode, you can increase your closing ratio significantly, if you know how to uncover the 9 landmines that undermine the planning process from the start. You can find show notes and more information at theaapodcast.com
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