Financial Advisors Advantage podcast

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تمت الإضافة منذ fifty-one أسبوع

المحتوى المقدم من Brett McDonell - Luxury Mortgage Advisor, Brett McDonell - Financial Advisor Sales, and Marketing Ally. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Brett McDonell - Luxury Mortgage Advisor, Brett McDonell - Financial Advisor Sales, and Marketing Ally أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 9 أيام33:58

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33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Financial Advisors Advantage

منزل السلاسل•Feed

Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is packed with innovative strategies and real-world advice, stemming from Brett’s extensive experience and success in the field. This is not just theory; it’s practical wisdom that can be applied directly to your practice. Riveting Sales Stories: Be captivated by compelling sales narratives that not only entertain but provide deep insights into successful client engagement and conversion techniques. Cutting-Edge Marketing Tactics: Stay ahead of the curve with the latest and most effective marketing strategies tailored specifically for the financial advising industry. A Treasure Trove of Expertise: With over $300,000,000 in personal loan closings, Brett brings a wealth of knowledge in both mortgage lending as well as sales & marketing, offering listeners a holistic view of client service and business growth. Empowering Financial Advisors: Whether you're an independent advisor or part of a larger firm, this podcast aims to empower you with the tools and knowledge to stand out, increase your client base, and enhance your profitability. The Must-Listen Advantage In a marketplace where staying informed and innovative is key, "Financial Advisors Advantage" is more than just a podcast; it's an essential resource. It's here to challenge, inspire, and equip you with the knowledge and tactics you need to excel. Tune in for a listening experience that promises to enrich your professional journey, drive business growth, and set you apart as a leader in the financial advising world.

4 حلقات

Financial Advisors Advantage

updated منذ عام واحد

منزل السلاسل•Feed

4 حلقات

كل الحلقات

1
CPA Takeover: Alicia's Creative Networking Journey 7:41

منذ 1 year7:41

7:41

In this engaging episode of 'Financial Advisors Advantage,' host Brett McDonell delves into the innovative world of networking and client acquisition through the inspiring story of Alicia Mendez, a dynamic financial planner at Mendez Wealth Management. Facing stiff competition in establishing CPA referral partners, Alicia takes a bold leap beyond traditional communication methods. This episode uncovers her journey of adopting an unconventional yet highly effective strategy known as "Lumpy Mail," a creative approach that blends physical mail with the allure of exclusivity to capture the attention of her desired partners. Listeners will be taken on a journey through Alicia’s strategic thinking as she crafts a unique campaign to stand out in the crowded field of financial advising. From the meticulous selection of top-tier CPAs to the design of an engaging, tangible experience complete with custom-made USB drives and vintage-styled invitations, this episode is a masterclass in blending creativity with professional networking. Brett unpacks how Alicia’s approach not only piqued the curiosity of CPAs but also set the stage for an exclusive webinar, fostering a mutual collaboration that significantly expanded her network and client base. This episode is more than just a story; it’s a blueprint for financial advisors seeking innovative methods to enhance their business relationships. Brett’s insightful narration provides actionable ideas and takeaways that listeners can adapt to their own practice. Whether you're a seasoned advisor or just starting, this episode promises to inspire and offer practical strategies for standing out in the financial industry. Join us to discover how thinking outside the box and personalizing your approach can lead to remarkable growth and success in your advisory practice.…

1
The Crypto Revolution - Financial Advisor's New Frontier 8:40

منذ 1 year8:40

8:40

In this groundbreaking episode of 'Financial Advisors Advantage,' host Brett McDonell navigates the dynamic and rapidly evolving world of cryptocurrency. Brett, a 20-year mortgage expert with a passion for innovative sales and marketing strategies, guides financial advisors through the intricacies of this digital revolution. The episode highlights the immense opportunities and practical strategies for integrating cryptocurrency into advisory practices to enhance business growth and client value. Brett begins by acknowledging his journey of learning about cryptocurrency, emphasizing its potential for disruption, innovation, and opportunity in financial advising. The episode is packed with fascinating facts and statistics about cryptocurrency's global influence, market size, user demographics, and more, offering a comprehensive view of its burgeoning impact. From India being the largest market for cryptocurrencies to the staggering rise in Bitcoin's value and the increasing adoption of crypto payments by businesses, these insights provide a foundation for understanding the crypto landscape. The episode then delves into actionable strategies for financial advisors. Brett discusses how to educate oneself and clients about cryptocurrencies, integrate them into investment portfolios, and explore options like crypto-based retirement plans and international investments. He also covers the potential of hosting crypto investment workshops for client engagement. Throughout the episode, Brett emphasizes the importance of embracing this new frontier while managing risks effectively, providing financial advisors with innovative solutions to stay ahead in their field.…

1
The Merchant's Ledger - Financial Advisory in the 1800s 5:00

منذ 1 year5:00

5:00

In this captivating episode of 'Financial Advisors Advantage,' we travel back to 1850s London, a period teeming with economic vibrancy and the early rumblings of the Industrial Revolution. Our narrative centers on Edward Bennett, a financial advisor whose methods and principles, though from a bygone era, still resonate with the practices of modern financial advising. "The Merchant's Ledger" offers a vivid portrayal of Edward's world - from his ledger-lined office near the Thames to his crucial role in guiding merchants and industrialists through investments in overseas trade and burgeoning industries. As we delve into Edward’s meticulous approach to record-keeping, personal client relationships, and strategic investment advice, we uncover the roots of today’s financial advising practices. This episode is not just a historical excursion but a reflective journey that highlights the evolution of financial advising over the centuries. It draws parallels between Edward's cautious navigation through economic fluctuations like the Panic of 1837 and Railway Mania, and the challenges faced by financial advisors today. Join us as we explore how foundational principles, personal trust, and keen market intuition from the 1800s have shaped the trajectory of financial advising, offering timeless lessons for the modern advisor.…

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The Niche Advantage - 40 Niche Marketing Ideas for Financial Planners 9:00

منذ 1 year9:00

9:00

"Discover the transformative power of niche specialization in this enlightening episode of 'Financial Advisors Advantage.' Join Brett McDonell as he explores how financial advisors can amplify their expertise, connect deeply with clients, and stand out in the industry by focusing on specific niches. From targeted marketing to innovative client solutions, learn how carving out your niche is a strategic key to success in the dynamic world of financial advising. Tune in for invaluable insights that could redefine your approach and elevate your practice."…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

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المدونة الصوتية تستحق الاستماع

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

Financial Advisors Advantage

Financial Advisors Advantage

المدونة الصوتية تستحق الاستماع

كل الحلقات

1
CPA Takeover: Alicia's Creative Networking Journey 7:41

1
The Crypto Revolution - Financial Advisor's New Frontier 8:40

1
The Merchant's Ledger - Financial Advisory in the 1800s 5:00

1
The Niche Advantage - 40 Niche Marketing Ideas for Financial Planners 9:00

مرحبًا بك في مشغل أف ام!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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المدونة الصوتية تستحق الاستماع

Financial Advisors Advantage

Financial Advisors Advantage

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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Clean Skin Club Clean Towels XL™, 100% USDA Biobased Face Towel, Disposable Face Towelette, Eczema Association Accepted, Makeup Remover Dry Wipes, Ultra Soft, 50 Ct, 1 Pack

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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