Donovan Stull sits down with Reese Harper CFP®, CEO of Dentist Advisors & Elements Financial Planning software to discuss how he got into working with the dental industry and the power of working with niche markets.Elements Financial Planning software is designed for financial advisors to help their clients see their portfolio at glance, as well as get notification pings for milestones and when things need to be done.To learn more about Elements, Click Here to request your free demo with Reese and his team, or visit https://getelements.com.

Marketing For Financial Advisors

Advisor & Financial Software Creator Reese Harper on Power of Niches & Client Education

This is the audio recording from Don Anders&apos; 2018 Fincon Presentation: How to Leverage Social Media as a Financial AdvisorIn this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Media platforms.  Click here to learn more about Advisor&apos;s Platform

Don Anders' 2018 FinCon Presentation: How to Leverage Social Media as a Financial Advisor

Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group. Heather and Don discuss what financial advisors are doing incorrectly when it comes to Social Security planning, how to uncover opportunities using Social Security as a topic, and the best practices when doing a Social Security presentation or seminar. If you&apos;re interested in using Heather&apos;s "Women&apos;s Guide to Social Security 2021" Turn-Key Webinar Presentation, click here: https://www.advisorsplatform.com/products/womenssocialsecurity To Learn More about Heather&apos;s Consulting Firm and Services, click here: https://www.hlsretirementconsulting.com/

Heather Schreiber On The Importance Of Social Security Planning for Financial Advisors

Don Anders sits down with Steve Caroll who&apos;s the Head of Product & Operations at Wealthbox. Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM&apos;s out there and some easy to use features for financial advisors.If you&apos;d like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off. Join our Private Facebook Marketing Group CLICK HERELearn more about Advisor&apos;s Platform: CLICK HERE

Wealthbox a Modern CRM Built for Financial Advisors (guest Steve Carroll, Head of Product & Operations at Wealthbox)

Don Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors. Charles discusses the do&apos;s and don&apos;ts of explainer videos and storytelling online in general and shares what his work looks like. (Check out the YouTube video of the interview to see what one of the explainer videos looks like)If you&apos;d like to get your own customized "Meme Stock" explainer video for free CLICK HEREJoin our Private Facebook Marketing Group CLICK HERELearn more about Charles Alexander CLICK HERE

Explainer Videos for Financial Advisors with Charles Alexander

Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are:The importance of having a true estate plan for clientsUsing Online Services vs. Estate Planning AttorneysHow to find an Estate Planning Attorney that will fit well with your adviceUsing Annuities inside of Trusts to protect clientsLearn more about Don Anders and Advisor&apos;s Platform:Advisor&apos;s Platform WebsiteMarketing for Financial Advisors Facebook GroupWatch and subscribe to Victor Medina&apos;s Youtube page here:Medina Retirement Planning

Estate Planning Attorney and Financial Advisor, Victor Medina, on Estate Planning for Financial Advisors

Don Anders and Donovan Stull discuss the new 2021 Apple privacy updates which could make a huge impact on Facebook advertising for Financial Advisors. Advisor&apos;s Platform WebsiteMarketing for Financial Advisors Facebook Group

Facebook vs. Apple Advertising Privacy Battle

Don Anders sits down with Jorge Villar and Patrick Schartz from Leading Response to discuss the best practices for mailers in 2021. Do mailers direct to appointments work?Are mailers still a good option to fill financial seminars?What isn't working with mail in 2021?How to hedge the risk of COVID-19 shutdowns.If you're considering doing a mail campaign, make sure you reach out to patricks@leadingresponse.com to get your own customized "Goldstar Seminar Report" in your area and with your desired demographics. Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

Leading Response (formerly RME 360) on Seminar and Direct Appointment Mailers in 2021 for Financial Advisors

This is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices. Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors. Tom Hegna discusses webinar presentation best practices. From what subjects to cover to how to give a great online presentation that will give you financial appointments. Afterwards, Don and Tom spend some time doing question and answers from the over 250 attendees. Resources:If you&apos;re interested in having Tom Hegna host a presentation, you can click here to talk to one of our teammates about that: https://calendly.com/advisorsplatform/tomhegnawebinarAttend one of our upcoming "Webinar Best Practices" webinars: https://event.webinarjam.com/register/503/vm78li5z

Tom Hegna and Don Anders Presentation on Webinar Best Practices for Financial Advisors

Jonathan Musgrave, Founder of Steep Digital Marketing, on Seminar and Webinar Marketing for Financial Advisors. Jonathan and Don Anders discuss webinar and seminar best practices for financial advisors, topics, locations, and expectations. They also get into how to write and create engaging content and advertising on Facebook, YouTube, and other digital platforms for Financial Advisors. Click here if you&apos;d like to learn more about Steep Digital Marketing: https://steepdigital.com/Learn more about Don Anders and Advisor&apos;s Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

Steep Digital Marketing Founder Jonathan Musgrave on Seminar and Webinar Marketing for Financial Advisors

Kevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software. Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules. Use the discount code "MFA2021" to try the Starter plan for $99 a month or the Pro plan for $239 a month: https://share.hsforms.com/1U-TpUZceRwG3O-DpmmKeAw381oiLearn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform

Plan Confidence CEO Kevin Clark on How To Give Advice (And Get Paid) on 401k Accounts That Are Held Away

Brad Swineheart, VP of Business Development at White Glove Workshops, joins us to discuss best practices for financial seminars and financial dinner workshops in 2021. Brad and Don Anders discuss the difference between marketing in 2019 and 2021 and how things have changed, the best topics, and the best venues. Brad and Don discuss the pros and cons of educational financial workshops and financial dinner seminars. If you&apos;re interested in running your first event with White Glove Workshops, click here and mention this podcast: https://whiteglove.com/services/seminars/Learn more about Don Anders and Advisor&apos;s Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube and Facebook for future updates: @advisorsplatform

White Glove Workshops on the Best Practices for Financial Seminars and Financial Workshops

Don Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth:SalesMarketingLeadershipGrowth ManagementHuman CapitalClient ExperienceOperationsDon and Angie also discuss the growing pains that can happen in the different stages of growing a financial firm from start-up to billions of AUM. They also discuss a Herbers & Company innovation: Diamond Teams. For more information on Herbers & Company you can visit them here: https://www.angieherbers.com/Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1Link to the MFA Podcast Website: https://mfapodcast.com/Link to Advisor&apos;s Platform Website: https://www.advisorsplatform.com/

Angie Herbers CEO of Herbers & Company on the 8 Areas of Advisory Firm Growth & Diamond Teams

Don Anders discusses new changes for policies regarding financial advisors being able to ask for reviews. Don discusses the pros and cons of asking for reviews, and some of the best practices for asking for reviews for your financial practice.(Note: Don Anders and Advisor&apos;s Platform are not compliance experts. Anything said in this podcast is for information and discussion purposes only, and you should seek the advice of your compliance department or a FINRA/SEC compliance attorney before taking any actions discussed in this podcast.)Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1Link to the MFA Podcast Website: https://mfapodcast.com/Link to Advisor&apos;s Platform Website: https://www.advisorsplatform.com/

Can Financial Advisors Ask for Reviews? Update for 2021

Don Anders talks with Erica Pauly, Founder and CEO of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. We discuss:Benchmarks for Financial Seminars including ROIBenchmarks for Financial WebinarsThe Value of Tracking Your Numbers as a Financial AdvisorTrack That Advisor specializes in helping financial advisors track and benchmark their production and marketing efforts -- which is key to making good decisions as a business owner. Track That Advisor is offering $500 off of onboarding for listeners. You can learn more about that here: https://trackthatadvisor.com/If you'd like to reach out to Erica directly you may email her at  erica@trackthatadvisor.comAs always, feel free to visit https://mfapodcast.com/ where you can find our information on how to do webinars. Make sure you join our private Facebook Group here: https://www.facebook.com/groups/2273851866200933/

Erica Pauly on Tracking and Benchmarking Your Marketing

We created this podcast specifically for the financial industry and advisors. As an advisor, we have seen the struggles and accomplishments that many other firms around the nation have seen. We are sharing our opinions, insights, and tips on how to successfully market in a digital age.

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Marketing For Financial Advisors

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