35 Burst results for "Advisor"
Andrew Cuomo accused of sexual harassment by former top aide
"Aide in New York Governor Andrew Cuomo says he sexually harassed her and she's sharing details in a published essay, James Flipping reports Lindsay Boylan is a former special adviser, a married mom who writes in a lengthy essay detailing her alleged personal experiences. Will Cuomo Boylan listing several instances of alleged sexual harassment, including a suggested game of strip poker comparisons to one of Cuomo's former girlfriends, even a surprise kiss on the lips following a one on one meeting, Boylan finished her account, saying she hopes by coming forward. Other women will feel comfortable doing the same here in the
Former aide says Cuomo kissed her, suggested strip poker
"A former member of New York governor Andrew Cuomo's administration is offering new details regarding her allegations of sexual harassment Lindsey Boylan is a Democrat running for Manhattan borough president she worked for more than three years as an economic adviser in the New York governor's administration she tweeted in December the Cuomo sexually harassed her now in a post on the website medium she says Cuomo once kissed on the lips without consent after a meeting will go out of his way to toucher and joked that they should play strip poker she said she first met Cuomo in person and event in January twenty sixteen and that her boss and former the governor had a crush she described it as an uncomfortable but all too familiar feeling the struggle to be taken seriously by a powerful man who tied her worst her body and appearance personal memos written twenty eighteen obtained by the AP indicate that more than resigned after she was confronted about complaints that she had belittled and yelled at her staff well and says the records released to the media as part of a smear campaign Cuomo spokesperson says Boylan claims of inappropriate behavior are quite simply false I'm Jennifer king
Andrew Cuomo accused of sexual harassment by former top aide
"A former aide in York Governor Andrew Cuomo says he sexually harassed her and she's sharing details in a published essay, James Flipping reports Lindsay Boylan is a former special adviser of married mom who writes in a lengthy essay detailing her alleged personal experiences. Will Cuomo Boylan listing several instances of alleged sexual harassment? Including a suggested game of strip poker comparisons to one of Cuomo's former girlfriends, even a surprise kiss on the lips following a one on one meeting, Boylan finished her account, saying she hopes by coming forward. Other women will feel comfortable doing
J&J's Covid-19 Vaccine Is Safe and Effective, FDA Says
"Junkie where this much closer to another vaccine Tracy, it's a major step closer Paul Johnson and Johnson's code vaccine. I mean, they could be the third vaccine approved in the U. S to fight the pandemic. Staffers at the Food and Drug Administration say it is safe and effective. Next up Friday meeting of a panel of outside FDA advisers, the vaccines from Visor and Cambridge based on Madonna, where the first but on Wall Street's Johnson Johnson is leading the stock is up 1.5%.
FDA says Johnson & Johnson Covid-19 vaccine meets requirements for emergency use authorization
"To get a third Corona virus vaccine and not a day too soon as current vaccine supplies are short. This morning, the FDA the Food and Drug Administration released its evaluation of an application from Johnson and Johnson for emergency organization for its vaccine. NPR's science correspondent Joe Palka is following all this and joins us this morning. Hi, Joe. Morning, Rachel. How are you? I'm doing well. We have been here before. We have had this conversation before and every time it's good news. What does the FDA say about this vaccine? Yeah, it is. It's pretty good news day. The data come from three countries, the U. S. South Africa and Brazil. These are big studies, some 40,000 volunteers who had no evidence of having been infected with covert before joining the study. They got a single shot of the vaccine, and then they look to see who got sick and who didn't and the efficacy after 14 and 28 days was close to 66%, so that's preventing moderate disease. And after 28 days there was I'm sorry, 85%. There were no serious covert cases and no vaccine related deaths in that group. So 66. I'm sorry. Covert related covered related deaths, right, so 66% advocacy for moderate to severe disease, So it's not Is good at preventing covert as the other two Madonna and Fizer, But we have come to understand that even 66% is still very good, right? Yeah, that's true. And I think I think a bit of perspective would be called for here. I mean, at first, everybody would have been ecstatic to get 66% because they were hoping to get at least 50%. So first of all, this is good. Second of all, the numbers for preventing serious disease and death are very encouraging This 85% Efficacy and third. The nature of the pandemic is changing new variants of popped up, and they have popped up since Visor Madonna were tested, so we don't know how well those vaccines will work against the new variants. And, in fact, part of this study was done in South Africa, where there's a new and very concerning very antithesis come up, and the vaccine seem to do relatively well there, so that's a good thing to consider. Yeah. So the Johnson and Johnson vaccine is also just one shot, right? Yes, And we've talked a lot about the logistical problems of getting this vaccine or getting any vaccine. Two people, and it's certainly more complicated when you need special freezers and what have you and it's also more complicated when you have toe have people come back for a second shot. So having a single dose vaccine that doesn't require extraordinary refrigeration eyes a very good thing. So after this, and the FDA still has to make a final decision, right? Yes, And the way it works is that the FDA has said Look, we're going to get advice from this independent committee that we have a standing committee that reviews such things and we will wait to make any decision before until we hear from them. The whole idea's T reassure people that it's not just the FDA saying, Go ahead with this. It's FDA plus Independent advisers who are taking a hard look at this or careful Look at this. And the this committee meets on Friday and you could have an approval the day after. You don't know that's about how the timing of the last vaccines, so I nodded to this in the intro, But vaccines have been in short supply. I mean, winter storms have made delivery worse. How many doses of vaccine does Johnson and Johnson have ready right now? Well, they're talking about four million, I think is about the number some few million's anyway to begin with. But they've promised that by the end of June, they will have 100 million ready and remember, that's 100 million doses. That can be used in 100. Million people. So you as he said, We don't need to come back for the second does one dose will do it? Good news, NPR's science correspondent Joe Palka. Thank you, Joe. You're welcome.
Michigan Woman Dies from COVID-19 after Lung Transplant
"A lung transplant from an infected donor. The report, published by the American Journal of Transplantation, explains that the case may be the first proven one to show Corona virus transmitted via an organ transplants. President Biden's national security adviser, is calling on
The new Home Owner Maximum Equity Report is LIVE
"Good morning good evening. Good afternoon paul and go here real estate. Podcast show dot com. Want to give you guys a sneak preview On a brand new program that's just been added to my lineup. Before twenty twenty one my goal from the beginning of my career and going on now to my podcast and career has to do with keeping you informed on the maximum level about everything to do with your properties everything to do with your community making sure that you have the added advantage of knowing information about your property about your area how things are going before you read about it in the newspaper. One of the ways. I'm doing that. Is something new. Called my home owner maximum equity. Now what makes this different and you'll go right over to home dot real estate podcast show dot com if you don't want to hear the rest that's fine with me But hopefully you will take the time to you know. Spend a few minutes listening to this. So you know why. This is so much better than every free. Cma offer you've ever gotten and you probably gotten thousands of them in the emails in the you know in your mailbox. Someone saying that. They'll do a comparative market analysis of your property for it well again. Although that's okay that doesn't tell you anything about what's in your bank account your real estate bank account that meets so the homeowner maximum equity report is is focused on your home's current cash value. Now that is really what it comes down to so this because it's such a specific type of Report it doesn't co doesn't involve a little bit of help on your end. I need verify from you. What you currently owe on your mortgage and then from there and of course you know any other debts that need to be paid out because there are more. There's a lot more to the equation. So if there's any helix home equity lines credit anything that has to be paid out by the way those have to be paid out when you're selling your property you can't have that Around too so you know. A lot of people don't know this so making sure you understand what your real home owner maximum equity is what you walk out of your home with which puts you in the position. Where if your home value is a million dollars and you have a mortgage balance of two hundred and fifty thousand your equity estimate and this is the complete number you also have to factor in any possible mortgage penalties. There's there's other things all the details behind the scenes stuff that i don't think anybody listening like surprises especially when those surprises have three zero. I don't like surprises with two personally speaking. I don't like suppresses. I don't like you having to deal with them. I don't wanna make. I sure you know about them. And this is all part of like long before the transaction habits. This is about building trust with each other. I really wanna make sure. I'm focusing on the importance of that. Which is actually more important than any transaction we ever do is the fact that you are hiring me as your trusted advisor someone who will give you the good the bad and the ugly of the of the situation versus just you know sugar coat the stuff that you know you wanna hear. I don't work that way if you've ever met me in person you'll know that i don't sugarcoat anything. I don't think anybody benefits from that so by getting this report done now early in twenty twenty one. It's it's it's not really early. It's almost the february but the way the year works in real estate And it's just been for me over the years that the year normally begins in spring for real estate normally so for me. It's always made sense to say that march one is the beginning of q one so for you that makes sense for you to think the same way and maybe get your value your home equity your home. Homeowner maximum equity report and this is home loft condo whoever whatever property. Get that report done now. I know where you stand so that way and it can be updated as regularly as you want. This is the best part of it for me. You don't have to sit there and guests and you shouldn't be doing that anyways you should be able to say okay. Here's what my home is worth now. And if you get that you know magic number for some of you have a magic number. You bought your house a few years ago. you you you you know it's worth more but if you know you can walk away with half a million dollars for example for some of you that's That's a pretty good day. And i agree that that you know it. It might not be enough to retire on. But it's pretty damn good either way
Merrick Garland Confirmation Hearing For AG
"But today is all about Merrick Garland. He'll appear before the Senate to take questions from lawmakers for the position of attorney general. Most people know Merrick Garland's name because of something that didn't happen. Garland never got a hearing after President Obama nominated him to serve on the Supreme Court five years ago. Here's NPR justice correspondent Carrie Johnson. Merrick Garland has devoted nearly 45 years to the law. But he didn't start out that way is, he told Professor Martha Minnow at Harvard Law School in 2016. Why don't you go to law school in the first place? Chemistry, well chemistry and math. Garland had planned to become a doctor. He wanted to help people one on one, but his collision with the hard sciences spun him toward the law, where he's looked for that sort of direct connection ever since. In the mid 19 eighties. At his law firm in Washington, Garland became a rising star. He made time for a young college graduate who worked in the copy center to Randy Thompson says Garland reviewed one of his papers, photocopied it and rearrange the paragraphs. That was the beginning of In essence and becoming a riding coach. For me, it was just extraordinary experience and became my coach. Eventually, my mentor and 30 something years later, a friend. Eventually Garland Road, MMA reference for law school and has kept in touch ever since, Thompson says garlands Still a little old school still humble, still looking to help. The only thing that really has changed about him, And I guess me as well is the color of hair. I don't know, well respected judge as attorney general. Help get the department under the quagmire of partisan politics that many people think it devolved to under President Trump and Attorney General Bar That's Georgetown law professor Paul Butler. He says the DOJ has been reeling from political scandals and racing to confront the threat from homegrown extremists. Merrick Garland has faced both before. After clerking on the Supreme Court. Garland took a job as an advisor in President Jimmy Carter's Justice Department. In those years after Watergate, DOJ struggled to separate partisan influence from law enforcement and establish new boundaries for the FBI. Garland also played a bit part in some of the biggest investigations of that era from political corruption to national security that Garland says later turned into hit movies. American Hustle about the Abscam case. Argo about the ex filtration of hostages in Iran and the most important the miracle on ice. Which was about the Lake Placid Olympics, where I did work on the security for the Olympics By the 19 nineties, Garland was prosecuting a violent gang that terrorized people in a public housing project. And helping build a case against DC's mayor Marion Barry. On drug charges Back inside Justice Department headquarters, Garland became the man to see for the hardest problems. The car bomb exploded outside of a large federal building in downtown Oklahoma City, Garland would soon travel to the site of the most deadly domestic terror plot in American history. 168 people died in that bombing in Oklahoma. Former deputy Attorney General Jamie Go Relic remembers watching that day with Garland by her side, he basically said while watching Children being pulled out of the wreckage. That he had to go. He really wanted to go. We both had young Children at the time and What we saw on those screens was so affecting. Garland oversaw the search warrants protected the chain of evidence and insisted that reporters have access to court proceedings. We wanted somebody Who could make sure that the investigation was done by the book. And that any indictment was bulletproof. Prosecutors later convicted Timothy McVeigh and Terry Nichols for their role in that bombing. Former prosecutor Beth Wilkinson says Garland played an important role in other confrontations with extremists in those years, including a standoff with the heavily armed Montana free Men. One of the examples I can think of is sometimes and there were these stand downs where there would be, you know, arrest warrants for someone, or there would be some kind of controversy between people who were challenging the federal government. America's first instinct wasn't to go in and arrest everyone. It was to try and along with the FBI to see if there's a dispute could be resolved. Wilkinson says. The FBI went on to arrest those men later. She credited garlands, quick thinking and cool head that may have prevented a tragic outcome. Just about the only criticism Garland's nomination has drawn is in the area of civil rights. Garland is a moderate, so I don't see him as the bold and visionary leader or racial justice that some people were hoping for again. Georgetown law professor Paul Butler that he's not an ideologue is both discerning for people who want an attorney general. To meet this moment of national reckoning inspired by the movement for Black lives and the killing of George Floyd Butler says he thinks girls just from the White House long time civil rights advocate Wade Henderson says Garland is up to the task. But Henderson says it's a big one. The next attorney general, for example, has to do everything In his or her power to fight for voting rights. Police reform Criminal justice reform and LGBT Q equality. For the past 23 years, Garland has been a federal appeals court judge in that role, he doesn't have much of a chance to share his personal views. Carolyn Lerner, the chief mediator at the courthouse, says Garland took an early, an important lead to update policies that protect workers from sexual harassment and other misconduct. I think it's very clear that Judge Garland cares a lot about these issues, and he really wants employees to be happy and comfortable in the workplace, and when he was chief judge, he took his responsibility. To these employees very seriously, she says. Garland wants to continue another of his projects at the Justice Department tutoring sessions with a young public school student. This year. The judge is working with an 11 year old boy and his twin sister. Your mom is Andrea Tucker. He makes this so interactive for them and so much fun and they can't get enough of it. It's the kind of public service that Garland has always wanted to
U.S. reaches 500,000 deaths from the coronavirus
"The U. S death toll from the virus topped 6500 today, half a million deaths. It's just it's terrible. Dr. Anthony Fauci, president Biden's chief medical advisor on NBC's meet, the press, told so far is roughly the size of the population of Kansas City, Missouri. Or just shy of Atlantis. Almost unbelievable, but it's true if this is a devastating pandemic. The numbers compiled by Johns Hopkins University have been trending downward, but found she tells me the press. Nobody should be thinking we're out of the woods were not because the baseline of daily infections is still very, very high. It's not that 300 to 400,000 that we had some time ago. We want to get that baseline really, really, really low before we start thinking that we're out of the
US has begun communicating with Iran over hostages
"Iran now finds itself isolated on the world stage again rather than the U. S, as was isolated, it says during the Trump administration now President Joe Biden said he will talk with Iran about nuclear issues after hostages are released. National security advisor Jake Sullivan on CBS. We have begun to communicate with the Iranians on this issue. Yes, and we will continue to do so. As we go forward and are strong message to the Iranians will be that it we will not accept Ah long term proposition where they continue to hold Americans in an unjust and on unlawful manner.
White House: China And WHO Need To 'Step Up' On Investigation Into Origin Of Pandemic
"The White House is calling on China and the World Health Organization to step up an investigation into the origin of the Corona virus pandemic As NPR's Barbra's front reports President Biden's national security advisor says the administration has concerns over data from China. Jake Sullivan told CBS's face the Nation. The Biden administration has questions about an upcoming report from the W H O about the pandemics origins. We need a credible, open, transparent international investigation led by the World Health Organization, he added. The administration does not believe that China has made sufficient original data available. To examine how the pandemic spread both in China and globally, Sullivan said. Biden did raise the issue during his recent call with Chinese President Xi Jinping, Barbara
National security adviser: US has begun communicating with Iran over hostages
"Biden's national security advisor says the U. S. Is starting communications with Iran to get five American hostages released. We intend to very directly communicate with the Iranians about the complete and utter outrage. Theo humanitarian catastrophe that is Theo unjust, unlawful detention of American citizens
US coronavirus death toll approaches milestone of 500,000
"The U. S. stands at the brink of a once unthinkable tally five hundred thousand people lost to the corona virus the half a million deaths it's just it's it's terrible Dr Anthony Fauci president Biden's chief medical advisor on NBC's meet the press the toll so far is roughly the size of the population of Kansas city Missouri we're just shy of Atlantis almost unbelievable but it's true it's this is a devastating pandemic the numbers compiled by Johns Hopkins University have been trending downward but found she tells meet the press nobody should be thinking we're out of the woods we're not because the baseline of daily infections is still very very high it's not that three hundred to four hundred thousand that we had some time ago but we want to get that baseline really really really low before we start thinking that we're out of the woods and Thomas Washington
Sullivan says Biden ready for talks with Iran over nuclear program
"The head of the u n nuclear watchdog says iran will continue to offer access to nuclear sites but with less access. Iran has been trying to pressure europe in the biden administration into returning to the twenty twenty-fifth nuclear deal white house national security advisor. Jake sullivan i. Joe biden is intent determined to prevent iran from getting a nuclear weapon. Second he believes that hard headed clear. Eyed diplomacy is the best way to do that and so he's prepared to go to the table to talk to the iranians about how we get strict constraints back on their nuclear program. That offers still
Iran warns Biden as it pushes ahead with plan to cut nuclear inspections
"The U. N nuclear watchdog says Iran will continue to offer access to nuclear sites but with less access. Iran has been trying to pressure Europe in the Biden administration into returning to the 2015 nuclear deal. White House National security advisor Jake Sullivan first Joe Biden is intent determined to prevent Iran from getting a nuclear weapon. Second, he believes that hardheaded, clear eyed diplomacy is the best way to do that. And so he's prepared to go to the table to talk to the Iranians about how we get strict constraints back on their nuclear program. That offer still stands. Sullivan on CBS's face The Nation.
NYC reports fewer than 1,000 vaccine doses amid winter weather shipment delays
"Cities online vaccine tracker showed fewer than 1001st doses of the cove in 19 vaccine on hand today. Which City Hall spokesperson attributed to shipments delayed by this week's winter weather. According to the data, the city still has about 110002nd dose is set aside. As of today, nearly 1.5 million 1st and 2nd doses have been administered in the city. White House Covert advisor Andy Slavitt says all backlog doses should be delivered in the next week. The
Iran Demands U.S. Lift Sanctions Before It Reenters Nuclear Deal
"Iran has set a deadline off Sunday for the United States to lift the sanctions imposed by President Trump after he pulled us out of the 2015 Iran nuclear agreement. But Biden administration has indicated that although it is prepared to ease the measures, it'll only do so if Iran first returns to compliance with the nuclear deal. Over the past five years, Iran has resumed enrichment on development activities and alleged violation off the nuclear agreement. Head of the UN's nuclear watchdog, has arrived in Tehran today to find out more so both U. S and Iran of staked out their position ahead of Sunday's deadline. The Biden administration is also agreed to return to nuclear talks with Iran, with its European allies, raising the prospect of the U. S. Rejoining The 2015 agreement, however, is the new secretary of state, Antony Blinken told the BBC's yelled at her Quim. There were conditions attached to any future U. S engagement with Iran. We have a policy in recent years of so called maximum pressure on Iran that has not produced results. In fact, The problem has gotten worse around is now much closer to being able to produce on short order enough fissile material for a nuclear weapon that so called breakout time had been pushed past one year. By the nuclear agreement. It's now down, based on published reports to just a few months and meanwhile, Iran has been not standing down but acting up in the region with various destabilizing actions, attacks on our own forces in Iraq and elsewhere on our partners. And so the problem has gotten worse. Not better. U S Secretary of State Antony Blinken and earlier I spoke to Professor Mohammad Marandi of the University of Tehran and former nuclear talks advisor Firstly is Iran in any way, please, to see a change of president. In the United States. I don't think anyone in Iran Mrs Trump, but I don't think that anyone really has any expectations of by them. We already see that Biden and his administration is pursuing the same policies of maximum pressure. And instead of being apologetic for what the United States has done to Iran, he has expectations from Iran. The Americans left agreement, but it's the Iranians that he expects to comply by the agreement instead of the United States, making up for the harm that it's carried out against ordinary Iranians. Or, for example, the United States has murdered a senior Iranian general who led the fighting against Isis and Al Qaeda and the region. Yet the United States is speaks of its concern about Iranian behavior, So it's a sort of extraordinary situation where Trump leaves. But the legacy of Trump is still there in many ways, But with all due respect, you're not getting Maura of the same with the Biden administration, for instance, it has already dropped to push for more sanctions at the United Nations crafted by President Trump, and it's also removed restrictions. On Iranian diplomats a credit to the United Nations in New York. Maybe these are small things, but they're indicative off a different approach. Do you not think No, I think they're zero the movement of Iranian diplomats in New York. It's just a very small irritant. It has no impact on life for ordinary Iranians and the withdrawal of the U. S letter to the U. N. Security Council makes no difference either because the U. N did not accept Trump's claims that those sanctions were back in place because the United States left the P five plus one. They didn't have the authority to write that letter. What is important for Iran is that the United States has not abided by his obligations and neither have the Europeans, whereas it was the Iranians that remained within the framework of the P five plus one and committed itself to its obligation and on Lee after a long period of time that Iran decrease its commitments because the other side was not abiding by any of their commitments. So you would acknowledge that, as of now Iran is in non compliance with the 2015 nuclear agreement. I mean, it's resumed enrichment and development activities. No, it's the other side that has been in noncompliance for years and within the framework of the deal. I think it's article 36. The Iranians have the right to when the other side is not carrying out its obligations. It has the right to decrease its own commitments to its obligations so the Iranians are on Lee risk. Implicating but with great delay. In fact, many in Iran are saying, Why did you wait all these years? You should have stopped applying Iranian commitments to the JCP away when the Americans stopped, But the Iranians who waited because the Europeans promised to do something about it, and they didn't and then gradually, Iranians like decrease its commitments. But Iran has never left the deal. And Iran has always said if the United States returns to its commitments will reciprocate. But so far the United States has done nothing. I mean, you set this deadline for the United States to lift those sanctions against Iran. What's around going to do when that passes and you don't get what you want? Well when the Americans do not remove the sanctions, That means that the United States will continue the maximum pressure campaign, which means the United States will not abiding by any of its commitment within the framework of the nuclear deal, and therefore Iran will end the remaining commitments that it is carrying out with it. The framework of the nuclear deal. In other words, if the United States implements the deal, we implement the deal, but for now on, we're not going to implement part of the deal. When the Americans are implementing none of the deal. The Iranian law that was passed gave Biden a month and a half. He could have just used his pen and reversed Trump's presidential decrees, but he did not make that choice. If he chooses to make that choice that the Iranians will reciprocate, But the Americans cannot expect any changes to the deal. There will be no change is the side that can make demands is Iran, not the United States. Iran was hurt by American maximum pressure campaign as it was committed to the
FedEx scrambles to keep COVID-19 vaccine shipments on track
"You're waiting for that Cove. It vaccine you're not a loan. The pushes on though, to get the covert vaccine shots in the arms, But the nation's rough winter weather impacting in hampering that effort when it comes to shipments of those anti coronavirus shots. Administration officials are saying those shipments are now getting back on track. Andy Slavitt is White House senior adviser for the covert response there. Continue try get those shots and arms and a five million doses got into people's arms yesterday. And we have FedEx ups working all weekend on. We're shipping on Saturday. That's him. Good morning, America. Slam it slam. It. Also saying what we're gonna be shipping more doses of states have ever received before and all officials say millions of doses have been held up due to the
"advisor" Discussed on Top Advisor Marketing Podcast
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We <Speech_Male> really appreciate it. <Speech_Male> We love it when you <Speech_Male> tell other people. <Speech_Male> I know it's happened a lot. <Speech_Male> We have <Speech_Male> people <Speech_Male> who really love doing <Silence> they reach out and say <Speech_Male> that. <Speech_Male> If you've got stuff <Speech_Male> going on in <Speech_Male> your world <Speech_Male> that we haven't <SpeakerChange> talked <Silence> about need help with <Speech_Male> <Silence> send it to us. <Speech_Male> Even if it's <Speech_Male> not our expertise <Speech_Male> i'd <Speech_Male> somebody reach out the other <Speech_Male> day <Speech_Male> and said <Speech_Male> i can't <Speech_Male> believe how often <Speech_Male> you guys have guests <Speech_Male> on that <Speech_Male> too in certain <Speech_Male> ways eight with <Speech_Male> you. They said it's unbelievable. <Speech_Male> How generous <Silence> you guys are <Speech_Male> with how <Speech_Male> you do that. <Speech_Male> And thank <Speech_Male> you for saying that. <Speech_Male> That is <Silence> a mindset <Speech_Male> and <Speech_Male> that actually came from <Speech_Music_Male> a guy who <Speech_Male> recently <Speech_Male> called <SpeakerChange> another <Silence> advisor <Speech_Male> was a <Speech_Male> offered <Speech_Male> to do a <Silence> guest <Speech_Male> blog post <Speech_Male> on a <Speech_Male> topic that this other <Speech_Male> adviser <Speech_Male> had a category <Speech_Male> with nothing in <Speech_Male> no articles in it. <Speech_Male> Isn't that interesting <Speech_Male> like so <Speech_Male> resourceful. <Silence> This adviser verse. <Speech_Male> <Speech_Male> Jeremy says name. <Speech_Male> And jeremy <Speech_Male> of that was just <Speech_Male> wonderful. And i <Speech_Male> love that <Speech_Male> when we talked about. <Speech_Male> You pointed back <Speech_Music_Male> that hey you guys have competitor <Speech_Music_Male> <Speech_Music_Male> like <Speech_Male> and <Speech_Male> how much <Speech_Male> you know. The fact that <Speech_Male> he admired that we were doing <Speech_Male> that thought. Why can't i <Speech_Male> do the same. So <Speech_Male> you <Speech_Music_Male> live in abundance <Speech_Music_Male> with your <Silence> educate. <Speech_Male> Don't <Speech_Male> forget how much we <Speech_Male> appreciate. You guys listen <Speech_Male> please. <Speech_Male> And subscribe <Speech_Male> to other people about <Speech_Male> us and we will see <Silence> you real soon <Speech_Male> as <Speech_Male> as matt disabled <Silence> <Music>
"advisor" Discussed on Top Advisor Marketing Podcast
"Of sudden but and this. I think i can get better at this because i'm trying to be helpful bit by being helpful. Maybe i'm trying too hard to be interesting. That makes sense. But i'll be interested is is vote find out what's important to them where they're at. There's there's got to be an art to that too because if you're too old spoken there or forward it's gonna look like you're prompting them so you can get information so you can use hip racing against them to make a sale right so you gotta be really careful but i'm curious how you interpret this. Well i i'm gonna go back to. My grandma here is like grandma that grandmother said you know. Matt you have two years in one msa so you listen twice as much as you speak. And that's exactly what i think. This post is talking about or this number fourteen on this list. Is you need to listen. You need to comment in fact in some groups on facebook and on linked in you have to comment on posts a specific amount of time before you're allowed to post because again that's the difference of focus was focused on others. One is focused on you. Now you can make very very powerful social media posts that are other focused and when you can get that as your formula. Everything changes in fact. We just didn't go so we do a webinar. Every single solitary month this called her influence or kademi. Webinars and jessica. I spent in almost an hour going through the perfect social media. Post formula if you guys would like to have a copy of that you guys can just you know. Fill out the contact form on the website or you can email me. 'cause i've got specifically matt at top advisor 'em because some of these etiquette issues that we've talked about in today's podcast we solve and give you actual social media posts to make sure that you're following the appropriate etiquette and also being very very engaging on social. We had one more. What was our fifteenth that we were going to add because we've added a lot to this article dude number. Fifteen is a setting reasonable expectations. Yeah it's not really advocate but we just had to throw it in because we see this is a major problem and it has speaks to the the intro where talked about that social media people see this as the holy grail and when it first came out and they realized oh my gosh. There's a lot of word long patients to this perp resenting reasonable expectations in you said it can be the holy grail. I did and i. I'm not sh- i agree. It can be the holy grail. The promises i think the the expectations around the holy grail..
"advisor" Discussed on Top Advisor Marketing Podcast
"Welcome to another top advisor marketing podcast. Today we're going to do something a little bit different Kirk and I spent an enormous amount of time together as a CO owners top advisor marketing but I don't ever really get an opportunity to pick his brain about what's going on he's at and what he's been learning recently because you know we're travelling at eight thousand miles an hour. So I'm going to take just a few minutes today to pick Kirk sprain and to show you inside the magnificent world. Of Kirk. Low Kirk. Welcome to show man. Mike. Set you up druther. We decided. Well, we didn't decide that Matt said he's GonNa Atlas Soft Today. So get this is what you're GONNA get. All right. So question question number one. So as as the one of the managing partners here at at top adviser marketing, what is the number? One thing that you're hearing from people that you're talking to on the phone who were interested in our services screw good question. You're so much going on in marketing something I'd say that really struck me. This week that? I, absolutely love. Is a quote from South Goten. To remember me share, I do remember you share in that? Yeah. You remember what? The coats I I I'm going to be able to get here in two seconds. But yeah, it was like really transformative. Wasn't it? It was really fabulous. So here's the grown said. I'm GonNa Paraphrase until I actually find actual quote but. In two thousand, eight sentence. This is really important to remember. It goes that content murky is the only marketing left. I think that's the exact quote was content marketing is the only marketing you can do. So what I'm getting this I'm getting. Having a lot of conversations with. Strategic Partners. Really successful advisers who are wanting to advocate for us with larger corporations. Were even in there are a to get approval to allow people start content marketing. So the industry the top I would say the top envy industry. Is Really story is starting to realize. That this fundamentally, it has approved shift. In how this industry approach marketing well, I'm going to pause you there because let's talk about why why do you think that that our industry specifically needs to make such a massive consciousness shift when it comes to how they market? Back in two, thousand, eight. There was a study done by Qantas. Consulting on ABC's. End. which was run by Stephanie? Bogan. On by generous I believe. Since disbanded if you will but they had a wonderful research and I've quoted this before often. Practices who were doing under million dollars.
"advisor" Discussed on Top Advisor Marketing Podcast
"In their skill set in their customer service to potential clients. It's N- not a Gotcha situation what Natalie you just triggered something that I want to highlight which is. You know as a as a marketing company, and as a person who's coached and consulted for so long, so much of what our advisers do is visual. I mean goodness gracious. The freaking financial plans have charts and graphs and projections, and all of those sorts of things. That doesn't that's. That's not a deliverable that. People. you know especially with? Visual, disabilities would be able to consume at all. Right! That is a problem in in fact when I transitioned from financial services to working with people who are blind. That was very difficult for me because I am a very visual person ended a dried on a whiteboard person, but we have to realize that not everybody consumes content in that way, so we need to practice skills explaining those financial concepts in a way. That doesn't rely on visuals on in a way that. That is more explanatory, so we're. We've gotten news to zoom. And we've gotten used to screen sharing, but imagine if you had to. I'm deliver a financial report to client over the phone without that client, having a copy of the of the report in front of them or being able to share a screen with that. How would wayne those financial concepts? How would you explain the charts better in the financial report so? So that would. That's a great skill for advisors to classes. If they WANNA tap into this market now we've been talking a lot about people with visual impairment, but our other types of disabilities. Wow that need accessibility considerations video has gotten huge in the financial adviser space as have podcast like yours best practice for the hearing impaired. Make sure that you have either closed captioning, so they can read what's being said or You have transcripts available so that they can read it rather than hearing. What's going on and again the those with a physical disability where where they're not able to use a mouse or keyboard, we need to be looking at websites and seeing while. Is there a lot of clicks here and you can click using voice Nad, but you might tab the right coating on the site so just looking at those experiences. You just you just said something that makes me very very happy and in something I wasn't aware that I should be proud of but part of our service here at top advisor marketing when we do podcast four all of our clients, we transcribe everything so so every single solitary one of our clients has a transcript and edited transcript that is easier to read or to have read to you from a from every single solitary episode that we do, so we would. We were preparing for this podcast. Natalie I'm like man. We're getting. It tore up on this because I don't think we're. We're doing you know some of the things that we need to do. And there are definitely things that we atop advisor marketing to implement from from you know learning from you today, but I'm really happy that the at least the client facing material that we provide to our actual clients do allow not just visually impaired hearing, impaired people, and the sites that we syndicate to also have a lot of these at least Ada compliant pieces, so that they can be navigated in a way that people who do have some sort of disability can still access the thought leadership a of advisors. So that that makes me happy is kind of a double edged sword alright. If somebody wants to reach out to you, I'm sure that there are going to be people who do what is the best way for them to reach out to you to take advantage of a you being able to help them. Get you know kind of really in line with where they need to be. Here. Our website is outlived. Bisbee is e got.
"advisor" Discussed on Top Advisor Marketing Podcast
"Your clients about how to use technology and also just having a life that works in any circumstance like right now everybody's challenged. What are you doing with any free time that you have or to relieve the stress? Bring that your clients. Pr Is such a fun topic that I'm sure we could do twenty thirty podcasts on. But how do you all help people with public relations? I have found that a lot of advisors don't really even understand where to start. Would you mind because you've been doing this for so long? With so much success town advisor has a unique niche or Does a really good job has very happy clients. Where should they go like if they hire you? What where do you take them? We're let let's talk about step one. Step one before anybody even hires us is to study what other advisors are doing. Who are in the news? Why are they in? The news is because they have a point of view. They have something to say. It's not just Blah Blah Blah Blah Blah Blah Blah read what the good advisors are doing and then naked authentically yours don't try to be like them. But why are they always invited back in different news squirms, and then study what the journalists are. Are Writing about so I. Call It, read and feed, but it could be watching feed. Listen feed study, what the journalists or the outlet what they're writing about and don't hitch him stuff. That's off topic because that's just disingenuous and they hate that, so take an interest in the journalists work, and then cinnamon idea and don't call him. Just send them an email, and over time they triage that when they have time, and you might be surprised that you get. Get a collared email back from a journalist who would like to include you in one of their stories? I remember a long time ago, not long time a little while ago, reading an article from you about Pr, this was before I merged with Kirk when I was still coaching, and you had said something like that, and so I went on twitter specifically and searched up financial services, journalists, and found.
"advisor" Discussed on Top Advisor Marketing Podcast
"Pack where we do logo and stationery in design your business cards, and all that, so we have a lot of the different elements are covered there and then the. The Post launcher website? You have really two great values from a company like ours. There's the ongoing content and resources available to you so whether it's articles to post on your digital marketing or some videos and infographics things like that or support team there that you have access to to help you make updates and changes wants your websites launched a bats also available to our clients. As things have developed with the stay at home orders, and just some of the fundamental societal changes that some people think are going to be here forever. You guys have published so much stuff on your blog about how things have changed. What are you hearing from advisors when they call you? They're like help. What are the biggest things that they're saying? Oh? My God I really need help with this. And, let's talk about those solutions. Yeah, for sure so one of them is just over the past little. While here with all the the covid implications in the world, it's using their website as a way to communicate to their clients, so they're posting messages or updates on a regular basis. You know once a week once. Maybe multiple times a week and those updates are done in two forms it can be text based type update, or in some cases to they are putting in videos and using that as a medium to communicate those updates. UPDATES now the the other side of it too is, there's been a fair amount of advisors. Let's call a spade a spade here like a lot advisors I find still don't necessarily value a website as much as they should and more old school, and and that's that's all fair game and there you still you know. The the coffee meetings in the seminars end going to events in appreciation dinners, and that type of stuff, and that's where they get the referrals build out their network and grow their business, and now those ones I've. With my website in five years six years. They're coming to us for they need. They need a facelift, not even have the mobile responsive website. The website not may not be secure, and these are little things that realize now all of a sudden I need to really get on this quick, and now they're really moving forward and improving that presence. How long does it take from a stop like there are advisors out there? Just like you've said who they don't need just a facelift. They got nothing right. They've no digital marketing. They've never. They're like I. Don't need to worry about this I've got a perfect system set up now that perfect system is literally destroyed. How long does it take before you start seeing your advisers? Get results from these strategies that you guys do it advisor website. So I'm going to flip the question back to you and what you define as results. Ha. Yeah, DUDE! That was awesome. I get that question all the time. That's why I wanted to hear your answer like Roi Right Return on investment. This is this is something that can be costly. Right? websites are not cheap. They shouldn't be You get what you pay for with websites. Everybody you know, don't just find the kid down the street. Who can program in HTML or Or knows how to use wordpress. You really truly need to use an actual professional, so let's talk about that return on investment they've..
"advisor" Discussed on Top Advisor Marketing Podcast
"On the organic Seo side. That's what we help with. It really starts with the research we do before we go ahead and implement anything, so we can do research on the keywords and tied into your geographical location, so we can see hey, how many times are. Looking for the word retirement planning in. Nashville Tennessee or wherever city you're in, and then we start to figure out okay. What are the low hanging fruit? What are the ones that don't have a ton of competition? But they're getting a lot of searching clarity's. And then we go ahead and implement the things we need to do on the technical side to get ahead on those keywords. Now talk about video we we had. We have some very good friends of ours here top. Top! Advisor Marketing who help advisors do video, and they are entirely in the same camp that you are. It's a very engaging way to do this. Where do they need to put the video I mean? Do they just house it on the website? Do they have a Youtube Channel? Is it on Vinnie?.
"advisor" Discussed on Top Advisor Marketing Podcast
"But the other thing that you can do to escalate the asks or the or the SEWRI is having a way paper. Yeah in. We have another resource on our website at our influencer Kademi library go to the website. Good influence or Kademi and go to the A aw category which is content. And there's a how to write a white paper dude interest. Yeah the anatomy of a white paper was one of our most downloaded things that we've ever done because people want to write white papers and we know that that's such an easy thing to one you can can. If you do a kind of a lead funnel the you know they can put their email address and that means we capture their data. They're willing to give you that stuff But it also really does show that you have put put some really good thought into their specialty expertise now kirk. We have been instructed by our team to keep these nice and short. So here's the deal. Let some this puppy up about how you can promote yourself right and some really really good tips for self marketing and then and then we'll move onto day eight so give me some more fast. Some quick tactics could just call it. Roy Your podcast but you can do the same thing for a blogger. Video are even pay so get a little card carrying a card with you call Card do not have your your contact info on it have your links to your podcast. Astor blog on it dry. Get people interested that that's way better than having a business card business card says. Call me when you WANNA meet the other one says I wanNA give you educate you WanNa be in your world. I'm going to add value world. Share what I know no-strings-attached so start carrying hiring promo cards so you can go to vistaprint dot great record so that should be promoting your consistent contact chattel another is to ascending other clients. Make sure you're telling them about why you're doing a podcast or blog. Ask Them for ideas. I kinda went through for this conversation earlier. Asked him if they're listening to ask them if they have any friends that would all listen to what they think they would want it l.. Vote so get them involved. Make them feel part of the process of what you're doing. There make sure they share your content in your newsletters on a consistent basis and do not have a newsletter that talks about a lot of detail a lot of things point them to stop some give them a little caption going through the thing. That is if people don't have a a lot of time but they know your email is comes in there have to read a lot. That's a good start. We start off some pretty intriguing stories and I know people people when they started reading will continue paragraphs but if you don't have a China the writing team at place to capture. Somebody's attention to get them to read it. Just keep it short and sweet Talamo going on as a wonderful way to get top mine. Make sure your clients are not doing so they can talk with the prospects that otherwise. Make sure that you share. You're doing with your clients on a regular basis when you meet with them or even talking about with your family and friends yet people talking. Keenum your podcast or your content on a consistent basis. I love podcast because you either The premiums every just about right we podcast that talkable get people excited about. It is so an. It's so easy when you're in front of somebody and they online or how you get in Donelson I guess now go find your podcast. Subscribe to literally take a couple of minutes and you're adding value just by knowing how to do that if you don't know how to do that to us even find it is very very easy PODCAST APPS in your and your APP store whether on Android or apple. Find the the APP that you you want to reason reviews whatever thing search for the podcast you want and then just subscribe to them. They automatically start showing up on your device. Listen to any time. Those are some really simple ideas to get your name out there to Marjanovic Martine techniques. And if you don't know how to start start if you want to start your own podcast and you don't have a big budget. Go to our website imposer academy again. We do have a paper on how to start podcast. Yeah and that's wicked sewer detailed odd casting with us is a bigger deal because we're GONNA make a full strategy for your company out of it. Be like hiring a fulltime marketers without cost. But that's without same Sure but if you want to do on your other options for that copy thanks so kirk. Thank you very much I I love this in. Organic marketing is so freaking important. And I don't think people truly understand it enough. You have to leave. Leave your office. You have to pick up the phone you have to do these organic activities and when you do that everything changes the buzz starts happening and you start gain gene momentum. This is not one of those things that happens super quickly. It's something that once you gain momentum you're gonNA find that momentum and it makes a huge difference so if unhappy you've done this for a couple of years that's winning his start at another. Thanks you can start out in some some some Google ads break you. Can you think about facebook advertising so you can start expanding once you get this based up if you don't have those base everything else's aditorial like it's sunk marketing a running ads when it's done. It's done things like that. Focus on being resourceful doing the right things to create a tea to do expertise marketing expertise coming if you have. I'm not listen to the other seven podcast in the twelve days of marketing. Make sure that you go back and listen to the rest of those. We will keep these on the website for as long as we can and pretty soon. We're GONNA we talked about day eight. which is Kirk GonNa talk to me about ways to retain your listeners when it comes to podcasting and really your audience in general so thank you very much and we'll see on the other outside of the Mike for Episode Eight Very Soon You y top advisor marketing a done for you? podcasting solution built just for trusted trusted advisers this was brought to you by Irish dot. XYZ A platform helping financial professionals become better in business and life through new media and new voices visit them and learn more at Irish Dot X._y._Z...
"advisor" Discussed on Top Advisor Marketing Podcast
"Not sure from frame met easy to understand so affair with level one level one year when I get into the business branding was as simple in those years which is really the first five years of my career or even before pre prio starting this company was Jim Cicely that everybody sounded exactly the same with the information they would want to put on the website in the really struggled with writing that and articulate in that didn't really know who the lying in what did your company stand for I will say this didn't have a lot of depth at that point it was just coming up with something sounded slick and kind of run sense of operation in me to start selling to you and so they started picking up on that those evolved seminar evolved into more educational platform levels allow four hundred say but early on You could do more selling you could you know what we did seminars we would hire a big name media the adviser says is the best person in the in the area to do faneuil in good financial plan for stuff like that was really huge you remember those days I do I do not much into people's personal lives instead of what they could offer as I wrecks critise of went a little bit to fire on the personal side which isn't a bad thing brand more of the brand is based on the personal side versus a brand you need need to be based on your thought leadership and who you were as a person to but you had to prove it that's where I started introducing awesome tangent hair sorta everybody but that's where I started interesting idea of brand debt which is a cave you say you're this now prove it okay here's a white paper here's you know in now which we're doing podcast but the back end was write a blog post was things like that improve a show that you have a phantom planning process that at that well I'm sorry let me jump in there but but proof back then in level three so you're like level five and six right where you're going right there with this proof back then the only way that you could prove your expertise was to drop ten gs a month on a PR company to get on the local news yes I mean I have a seminar but that doesn't a lot of credibility every news that was a sales vehicle sure so you're right head to go back into level twos that which was how much PR YEP radio shows that you're you know you've got a huge span don getting on your local news and local newspapers and stuff like that yeah I forgot Radio in Oh yeah okay so radio is part of the are back in that local to we can always edit these things to make me sound smarter like I don't forget stop do so let's leave it here the we don't edit any of that stuff for you all right we'll say we to help from time so level three is ads things like that rooster starting to push it and adds we're really a big part of pushing seminar so pretty bad paper clean out your local paper larger paper Doing ads on on radio things like that those became you know pretty Big Ben and the idea there was that you can start leveraging your website logo by pushing back their website and his that was really your biggest you know the website even I'm saying the website was hired Gebran you're serving papers PR improved your brand really website was part of that right it was an adviser have bound website add some some depth credibility to some people didn't think they needed to take it further but that quickly evolved and that's where I kinda built my Mike Company in my expertise around so that's level three again websites tag lines emails email newsletters seminars personal branding and ads celebral floors where we start to see some of the brand depth stuff kick in and were technology starts to have a even greater impact on how advisors marketing so level for is blogging advisors were thinking I have my own blog and I would say that the uptake of people who started blogging wasn't really huge and I'll tell you why because everybody's started stopped and failed pretty quick and I I know this because for years I was trying to help advisers start blogs and inevitably they got hot I started than they go cold get back to it and you can't do that if you're building trying to build an audience to listener thought leadership you have to new frequency and consists you can't do that it's very difficult to build a listenership because they realize you're just when it's good for you make sense it does not only does it make sense but it's showing commitment right in that that's where after this well here and when you start talking about content marketing the people who are consuming that content want to know that your in it with them right it's mutual commitment if I'm gonNA commit to you I want you to commit to me too isn't marketing just a highly visible microcosm of how you're going to run your business anywhere but supposed to be right but it should be I mean if if you're really organized in your business us why you would probably be that way in your marketing if you're really if you really invest in stock in your company you'd probably kind of person that would best in marketing vice versa so that's one of the things I don't think a lot of advisors it's not just advisors is business people get a general which is that when you're showing you your professionalism in your values usually across multiple platforms and engagements and things that your company does not just a couple you can't just be good in coupled the really successful business typical I know you can't him this business from time to time some people just have the charisma or our you know the politically connected there active big company and they just run those things they run half good businesses have laws success I get that that's not what people are looking in you to do these days so what else is in level four so that so that was that was about blogging and commitment and but but there are some other pieces in level for where we started to in the evolution of of the advisers brand it thinks are starting to look more like they are now right yeah that's that really interesting turn start happening not necessarily a great one is a turns out but AH prevalent one for sure which is content libraries and you know that we have built good GMC so Peter Montoya all those guys had contributed to this evolution to rewrite NPR's Independent Marketing Library Skull Marking Library Dot net or marketing something like that and you know and there were broad rijn all kinds of companies who these huge content libraries we almost partnered with a large one in Rochester summer you bet years ago huge conduct huge condom couldn't believe these guys were doing like twenty five million content marketing smash for healthcare and financial anyway so content libraries in content libraries evolved right into not just having articles they use for your newsletter or post on your channel or you know send out a letter whatever you're GonNa do they haven't started having videos right that you could use to talk about top you know cleaning topics things like that so cut libraries meat is huge impact has advisers who couldn't be consistent with a blog right day grabbed they grabbed all is people because you don't have to be a writer you'd be financial advisor will share all expertise we presume you now rate and then content libraries huge and guess what everybody knows you didn't write twelve hundred articles and when they go your website and they see that have twelve hundred articles the articles aren't on a niche focus that's for sure so I've got like those content libraries get weird hand I've felt like pundit I really miss the mark of helping advisors understand a niche and I don't and the niche probably started happening in this phase you and it wasn't being things being connected right so the idea of fire nation birkenshaw Mitch wasn't really redacted niche kind of happen through it does to a degree but probably started getting more prevalent when people start realizing that they're being you can't be everything to everybody and think that you're marketings can work webinars became more big during this era the level eras well which was because technology right I didn't have to spend as much money as they're cheaper way to seminars seminars have been successful for years maybe they start being a little less accessible because there's so much competition and some people are trying to find other ways to reduce costs how to make this more efficient enough for my client myself maybe people don't WanNa come maybe all the people come to a seminar I've I've uh saturated that Margaret mead any to find people who you know want to find a different way things like that online versus turn to be online courses or courses in universities started to pick up to I know a bunch of advisers who were trying to get in to teach classes instead I mean seminars so they went from the sales-oriented seminar to the half educational half sales now all the way to surely educational advisers who don't really great businesses getting in and teaching courses where they don't sell themselves they said it's unbelie to me I mean that was his recent one of the guys who have seen have a lot of success in that I met at a conference in Vegas not too long ago we're out for dinner and he was just telling me about the Lucien of that and it's unbelievable how much of an impact that type of approach that thought leadership approach head in his business over the years and and he told me he had six thousand people overling ten years who had gone through his course vow on he was frustrated at the time because he's like I haven't leveraged this well enough but it was so good that he didn't at the time need to but then he wanted to trudeau happens we were talking about how to do that may may as prequel stores young guy you know somebody being leading edge in that regard and how much impact that marketing tactic being a thought leader different platform that he used mammoth with the platforms we have available now you can reach Mr people on their terms for free for free from that because he was charged with you becomes course so so that was the end of level for I know that we can pull a move stuff around here it's going to be people that say niche merging really happened way earlier but that's fine that's good because I don't believe that it was part of the greater consciousness of financial services professionals they were absolutely who figured that out early on in their personal evolution and the evolution of advisor brand across the whatever three hundred thousand advisers definitely think it was much later in the process I think that niche marketing really evolved from special advisers advisers who were so savvy as business owners that they they either stumbled upon or figured out through the resourcefulness that if they went after a certain vertical they could indeed infiltrate in have a.
"advisor" Discussed on Top Advisor Marketing Podcast
"Talk about the evolution of the adviser brand now want everybody to remember that Kirk low is the branding expert intercompany. I'm going to add some color here and there but the the way that he has built this whole evolution out is really fascinating I'm really excited about seeing what each of these different levels are and how he strings with this together so kirk let's jump right in what what where did this come from first before we dive into each of these levels about the evolution of advisers Brian I I hate it when you ask me where stuff comes from is not a clue I I literally grab a blue race marker a head over to my whiteboard which I've which have explained with four isn't one of my most favorite possessions as he I four eight feet by four feet thirty two square feet of one and when it's empty I like it it's full when it's empty anyway I just started writing what what really interests me and I think I've been really lia been thinking a lot lately about where branding has come like where you know when I've been in the business now for twenty years over twenty years on Burley twenty three years but owning this company for twenty years I've seen a log the huge solution from what advisers is doing and in some ways I haven't seen it evolve much at all which is kind of an interesting statement I'm sure I'm hoping what I'm GonNa Bring up today is GonNa create some some to be I'm hoping that when y post this on now online danner snippets that people engage in the conversation with us because I think they're slaughter room to move stuff around what I've done is essentially created at this point seven different we'll call them levels but maybe it's eras of of Advisor Randy and I've gone from one to seven obviously GonNa Outline for us to have a discussion when I watch whether or not we you know what was going on in that era so call the level one era I know let's as really a logo company name out stationary in which it was you know I'm not even sure tagline Ras cruise theory at a tagline ahead that one but I'm gonNA move down a bit but I think logo company stationary inside knowledge that's really what Dan was early on if that makes sense I agree with you one hundred percent effective with to this day when when people ask me what you do for the company and I said well Kirk helps you with your brand like Oh you know he comes up with logos and stuff and it's like face palm right I'm like Oh my God that's honestly what you think of brand is and a perfect example of what I just said which is in some ways it's evolved a lot somebody's hasn't evolved all it's mind blowing that that but part of the problem is is that depending on what you do for a living or what your role in Martinez there're people who will say here's brand identity guide or I'm going to help you create your brand identity which is a graphic designer or design firm saying we're gonNA give that brand and identity this visual identity so they're not wrong long but then people interpret that the wrong way but yeah it's it's crazy how many financial advisers still think that ending is a logo coming names it's unreal end what we're responsible hopefully this podcast is going to help them so not much to be on on one so to see if you agree with everything here so too I've got different things first one is people started talking about value props an elevator speeches I guess that's really want you know what is it satellite position myself what do I do and I'm not sure early on value props that were as much differentiation as they were about clarity helping people understand what you did is fast advisor understanding the role understandings implication on on retirement in which which was determined only came out I think certainties so as that was the first one the second one was getting a public relations show you know this is what I do and trying to get a a stage if you will or a platform where they could say well here's here's what I do but back then Pierre was really about establishing what you did not necessarily points of differentiation or or really is a brand defining commentary so that you know and set their different ways was a guest expert was one of getting a articles published this one may be kind of a really got level too but maybe it was level through but I put it here because I I remember early on people trying to get you know papers at big begets and stuff like that so the second one the third one was a print newsletters print newsletters were prevalent Liane in in in financial planet in my experience and early on I thought they were more genuine authentic and then as adviser Israel had less and less time they were companies saying hey we can do this for you here's our template advisors loved it because it was time consuming to do on their own in creating their own content finding the stories and then you know that really print newsletters companies really took off at that point that next was kind of Komo complemented this which was a letter campaigns so people you know mailing a series of letters or letters of times of the year prevents bill good had a huge impact on letter campaigns with his system and then another guy who I really enjoyed and he was really he called nurture marketing and he was fantastic and both those guys had huge impacts on on my learning the on brain people's well but I'm so that was level to solve repeat those again that was the obvious kitsch elevator speech or pitch slash value proposition than public relations print newsletters and lever campaigns was for some of the things that are just so you know still no advisers who use bill goods letter campaign to this day in fact he was a guest on this podcast and he was one of the funniest gas we ever had so much yeah absolutely yes it was unbelievable and but but the letter campaigns in my opinion was really the beginning of content marketing right that was keeping top of mind in in to your client since by providing them with good information that's actionable the problem with the letter campaigns back then both bill and Jim did this as they were AAC Priroda everything and they weren't advisers weren't sharing all their ideas and strategies they were creating motion and pain it was purely the awareness and an emotion and emotional engagement types of content I mean there was some you know Iras like taxes there were some so there's definitely some education going on there but it was that wasn't the primary focus are the sole focus which it should be now I would say well more so than than than not but yeah that was that's great insight APP so that's level to print newsletters are still they're still humming along again from versions of that concept m a play now to which comes up in level tree scenario levels through the first thing I really remember from level three is the websites and websites starting to get some recognition as a marketing vehicle for advisors the uptake was slow but steady early on and that's really where I started in the business actually was rate around that stage which was nearly twenty years ago in early on I was building websites and the biggest struggle that had the biggest epiphanies I've had in my career were while justice it was what everybody expected them to say what everybody else was saying so there is no creativity our barely any and that's where I started realizing these guys did brands and that's where is teaching myself you know have a bill brands for Finnish services either dollar stuffing university but that was really big turning point for me as to what my company was GONNA be why a branding guy that happened early career and it was struggling with websites so the start of that what I call the Level Three era chore the evolution of Visor Brands so the tax line was really one of the things that came next and I'd like to think that I had played a little bit of apartment that there's other people mention them to second but the tag with that Elaine that can speak for itself which was really good perking but at the time that's what was going on the new the email in email became more prevalent in that kind of replaced two degree at didn't replace a print newsletters just another option in advanced option if you will some of the traditional marketing eh advisers wanted to stick with print at the same thing happened with email right whereas people started trying to write their own as is gonna be easier to email so maybe get back into it but you know within the next couple years out the same thing happened with prentiss people were running email newsletters on behalf of advisors and they got really boring and cookie cutter which happens you know to this day we know some good email marketing people were doing that actually business seminars really kicked off in level three which was you know the start of advisors doing content marketing to a degree the difference was is that was content marketing quickly followed by hard pushing sales right there were some advisers who evolved their their their seminars into B more educational and that's how they market them because they realized that consumers are picking up at this was just an opportunity for you sit there for me to feed you you feel financial media person right he was writing cross country who had their own radio show at the time and we would leverage their name to drop a gallon they would so so seminars than than personal branding started to kick off here too when they realized you know who am I in a seminar and differentiate differentiate myself and personal branding had a huge in our industry from a guy named Peterman toys and I I love what he was doing at the time like any company when you tried to replicate manufacturer I think you lose you have the the possibility of losing your way and I felt like that the personal brand got a little bit we still want to do that with social media when do podcasting let people into your world but the whole layers of later in so I slowly didn't enjoy that is much and I kind of use that as a leverage point to differentiate myself employer branding which is where I started probably level four or five rice started realizing that in order to have.
"advisor" Discussed on Top Advisor Marketing Podcast
"Sure advisors with those needs in those goals and that's really what brought me up here today all right now. I warned you. I was going to ask you questions outside of but so what do you do with all this windshield time man. I mean you're in the car. Are you a sports radio guide. You listen to podcasts books on tape radio. You just sing in what do you do you know it varies okay right and it actually it has changed over time I used to when I was living in Philadelphia right our headquarters fourteen mile bike ride to the office and I backed up to a trail and the trail goes right to the office right so so I got really into audio books at that time. Primarily biographies love a good biography. I think it's the mosque book is when they got me hooked. I write so so I started with audio books when I first got into the role is just crushing audiobooks. Tiger Woods book came out about the time that I started my it was awesome golfing especially relevant now at the masters say pick up that book. It's an incredible story. Gives you such an inside into great athletes of all time but that's what I love about biographies because a bride pick this up from us. You're interested in people <hes>. Do you WANNA learn about other people. What makes them what shapes then leads onto where they are today and I think that that AH business sure yeah so I spent a lot of time with audio books then I sort it's been a lot of time just talking to people oh so of crazy enough or I am in central time zone so that means I wake up really early drives sometimes and the guy said I lived in Europe for period? I'll call a lot of my friends in Europe that I didn't get to speak to as much when I worked in the office because of the strict schedules so I'll do my morning drives and talking to my friends overseas and then the afternoons if I'm driving late I'm talking to my cousins in San Diego. It's Nice it's pretty great and my last name's McGowan where Irish we've a lot of us. I'm sure so it it does give a pretty broad base of people talk sure so that's how the spending a lot of my time now is on the phone talking to clients and in our industry our clients talk they do. They definitely like to be called with a person who comes with really great ideas and that's what we're going to focus on the second part of the podcast. which is I want you to talk to us about like your your furnace Kale in it and why are they killing it? Yeah absolutely so I to firms that I would like to talk of okay. The reason is because you can look at the way you structure Berkshire. Your Business has to be driven by who you are as a person absolutely and there are a lot of different types of people in and you look at across all of our advisor base tremendous It's in the type of people even the type of firms that are out there in that work with us but I would say the single driving factor always is the desire fire to spend time with clients. The first funeral talk about is it's a multi advisor firm but what they've done which is incredibly unique and I think it's incredibly credibly valuable is they've created their business to be one singular firm in ensemble style shot okay now. Do you know what I mean. I I would love for you do explain ensemble because I don't think that people truly understand what that word means so this is going to be my interpretation of that sure what that means is. When you become a client line of that firm you will have several different advisors with maybe slightly different styles slightly different skill sets but they work as a team so you're hiring maybe you you probably will have a key relationship with one advisor because of the on the personality level maybe that's who you referred to that was your friend or family member but ultimately you're working with everyone in that firm and the reason that it's been incredibly successful for that firm is twofold okay? I is your have certain experts right. You can have a C._p._A.. <unk> C._P._A.. Who can actually talk to the client on some very specific tax issues her tax solutions that they can come up with but then you might also have a planning specialist or you might have someone who's going to be more focused on states and the beauty that they've created? There's every meeting now. You are going to have have more than one person that you're meeting melanoma business level the reason this brilliant too is it allows you to fade in and out yes someone's on vacation. Uh there's no gap in client experience and we've been talking about customer experience quite a bit today that is huge right. It's it isn't necessarily tied into one person but also from a generational standpoint look at our business the average advisors fifty something years old that could lead to clients saying all right. What point are you going to retire tail end of a bull market and anyone has industry would tell you our income has risen quite a bit and because of that maybe even retirement ages for yourself could've gone or maybe is advisor? You may want to spend a little bit less time in the office but still want to provide high level of service so this allows is that to become a multi generational transfer and to the clients they don't even notice well. It's because you're setting those clear expectations on the beginning which is absolutely fantastic and also also it is much less ego focused. Its firm focused. Most of those ensemble firms. Don't really go for sale. We've found but when they do go up for sale. There multiples are exponentially higher than Single Practice Okay so ensemble firm great customer service which is fantastic we were interviewing Steve Worshiping earlier today and he was talking about the client inexperience and I know that at at the conference client experiences the big focus right but what else are they doing because a lot of people will listen to this matt and they'll be like I give good clients and they're not the Juggernaut of this firm. So what are they doing more than just being a great firm with service. That's a good question. I think obviously delivering is a huge as part of that but I guess on. What side do you mean on the acquisition? Do you mean would you think would help better define what they're doing on a day to day basis well yeah I mean do they throw a crap ton of money at seminars or they radio people. Are they marketing people. They put out great content. How are they getting the attention to bring them into this ensemble practice and and then of course as we know the ensemble practices where the stickiness really hadn't so help us with that yeah absolutely so ed referral business one of the Benefits of this ensemble firm and actually expects to the success of creating affirmative style is his multi generational good so there is a critical mass you absolutely start to hit and especially when you now have multiple producers who means that their networks they're spending out into due to the local community so that means other nonprofit organizations they're all in? It's not a massive marketing based firm interesting which is interesting and they you have those some recent rebranding to try and make their website which is quite slick.
"advisor" Discussed on Top Advisor Marketing Podcast
"Welcome to top advisor marketing where you will learn how to become a prolific online influencers attract more ideal clients and grow your practice brought to you by top advisor podcasting a done for you. podcasting solution built just for trusted advisers and now nor co hosts of top advisor Marketing Turk low and Matt Halloran hello and welcome to another top advisor marketing podcast. It's really really fun when you have an an opportunity to to watch somebody work kind of behind the scenes and be very very successful very respectful very professional. Just everything that you would really want in somebody who's trying to build a relationship now. We talked about this a lot on the podcast I mean Kirk and I just had a podcast recently. We were talking about how important it was to kind of date before you ask somebody to marry them or even court than before you daytime which is really the way that marketing works and our guest today is a perfect living example of that but there's so much more so optimal is our guest today. He is the managing partner of demeo Schneider and Associates L._l._C.. He's also the author of a superfund book. <HES> WE'RE GONNA have a link into the show notes immediately <hes> which is fifty billion reasons to grow your practice this guide to successful or guide to success enjoyment for investment advisers Bob Welcome welcome to the show man mad. Thanks so much. It's a real pleasure to be with you well. I always start with the podcast with pretty much the same question which is tell me how oh you like. How did you get to being the managing partner of very large law firm publishing an amazing.
"advisor" Discussed on Top Advisor Marketing Podcast
"Well dumped a top adviser marketing where you will learn how to become a prolific online influencers attracts more ideal clients enroll your practice brought to you by top adviser podcasting and done for you podcasting solution film just trusted adviser and now your host is a top adviser marketing glow matt halloran hello and welcome to another top advisor marketing podcast today we're going to talk to somebody actually i don't really think we've ever had anybody like jones on the podcast he's the managing director and head of intermediary a or b m over global asset management he is coming to us from a park city utah but they also have offices in chicago so ben before we really kind of dive into to who you are what you do and why you do it tell me what what is this title needed help us understand what you do for being so if you don't mind yeah no that's great i appreciate it man i am i have the privilege of leading a team of sales and service professionals around the country who deliver demo global asset management investment solutions to intermediaries in those intermediaries could be registered investment advisers that could be broker dealers they could be platforms or in some cases they could be other investment managers the eu's are solutions assay sub advisor to the solutions they delivered to their clients so how did you get did this tells her history i mean it was this like you're life school i'm gonna be a demo guy you know 'em actually 'em you know financials found me this is me finding it a i have to say i feel like one of the luckiest guy on the planet in the the whole idea of going to college and and figuring out what you wanna be works for me in there you know i took a finance class my sophomore year college called personal finding answer introduction the personal finance an i learned about the rule of seventy two an investments and i was hooked in at that point i knew that i wanna do something in finance and i got be opportunity unity to a being intern at northwestern mutual up in a milwaukee a i in turn there is a really great learning experience in then started working in financial services as and benefits consultants.
"advisor" Discussed on Top Advisor Marketing Podcast
"Welcome to top advisor marketing where you will learn how to become a prolific online influence attract more ideal clients and grow your practice wrought to you by top advisor podcasting, a done for you. Podcasting solution Bill just for trusted advisers, and now nor co hosts of top advisor, marketing Turk, glow and met. Halloran. Hello, and welcome to another top advisor marketing podcast. We have a returning guest, and of course, you know, those are my favorite kind of gas because I already know they're known commodity. There are known thought Lear we've already gotten great results from their previous podcasts. That's why we have them back in and Craig Hirsch, who's a board certified estate planning attorney, and he runs the freedom practice practice management program, we talked about the freedom practice last time, I think it was up. So one twenty nine. So if you haven't heard that make sure you go back or all, you really have to do is type in Craig Hirsch Lincoln. He's frigging everywhere but today we're going to go in a different direction. And I'm really excited Craig as I had intro last time he writes for everybody. Right. So he's very very well. No, not just in the estate planning a community. But also like with wealth management dot com. You know, he does do a lot of practice management, writing and the preface of the last podcast was we know what could we possibly. Learn from an estate planning attorney about practice management financial services in. We learned a lot and today, we're gonna talk more about. Six as Craig knows as most of, you know, you are the biggest reason why you don't implement ideas in you in you, you know chase all of the shiny things for chase lots of rabbits. And so, what Creggan are going to talk about today's strategic risk taking, and how you can overcome some of the obstacles and barriers to generate an implement great idea. So Craig man, welcome to the show again. Thank you for having me here again. Matt. Hey, we'll quick, you know, so, so I know that you're going to be going through some, some rebranding stuff. But would you mind everybody? Right. Out in the outset on how they can get in touch with you. And you have a podcast. Yeah. We have a podcast for were in fact, starting a new one of the pad casts that.
"advisor" Discussed on Top Advisor Marketing Podcast
"The. Welcome to top advisor marketing where you will learn how to become a prolific online influencers attract more ideal clients and grow your practice. Wrought to you by top advisor podcasting a done for you podcasting solution. Bill just for trusted advisers, and now nor co hosts top advisor marketing Turk glow and met Halloween. Welcome today's podcast. My name is Kirk and I'm going to be interviewing met Hallard today. My wonderful business partner here at top visor marketing, and the she was on a different foot today, or is the shoe on my foot. She on your foot dude could be in my mouth. Let hope you're the host man come on. So we're going to talk today about the seven podcast tactics to grow your business. I had the word explode in there. And I had to take it out because I just hate. Sometimes let's just be honest. We get tactics here, you can decide whether or not they explode your business based on how will you implement them at how perfect they are for how you want to grow your business. But those great story Matt meat, maybe met you can start off by introducing the idea of why we think podcasting is the sniffle. Well, it's this Nisell just because I mean, it really is the way that we took a company that that literally started from zero. I mean when when. In you. And I merged about two years ago. We basically cleared the books and had no revenue, right? And so we started from zero and in less than twenty four months. Our latest valuation is over a million dollars, you know, upwards of one point five to two million depending on what calculations that you use in. We did it with podcasting as our hub. Now, it wasn't all of the spokes because there were a lot of other spokes Kirk you, and I had amazing networks we had a lot of existing relationships. But we used podcasting as the way that we were going to get our thought leadership out, and you know, we're a hundred sixty podcast deep now, maybe more, and it's gone pretty, well, I think absolutely. I mean, the truth is is the value of the podcasting business as a recurring revenue model is is what you spend that doesn't include the branding work, which is really at one time smelting. So because it's not recurring. But you know, we've for years I've been leveraging linked in. And now that we've added the. Podcasting. It's really expanded how quickly or excel A-Rated. How successful we are unlike din, which has always been my social social media platform of choice. You don't I you? And I talked about this for our listeners Kirk kurkin, I go head to head to toe on things often. And it's because we both have strong opinions. And we both really like challenging each other. Because it makes us both better. And you know, I was squarely in the Facebook and Twitter kind of camp. And then Kirk was like dude will have we grown our business. You know, what have we done, and I'm gonna agree with you? I think there's three components now, we're gonna talk about the podcast tactics. But I think there's three major components what we've done to grow as quickly as we have number one is podcasting. Right. I mean, the fact that I'm podcasting on average five to seven times a week with either clients or paying clients or with people on the top of marketing podcast never to finding a partner that is going to help us. Put our information out in including using Lincoln. And so we kind of used those interchangeably and then three getting out and shaking people's hands. Right. They're still power in going to conferences and meeting people face to face. Now. If you're finding services professional you can do that in networking events. So don't downplay that, but you put all of these things together. I mean, I don't know how many of you can say that you grew a business that's worth as much as our businesses in less than twenty four months. Just being cocky there. No, we read it all the time. But we're you know, you read it all over the internet, and is not always believable. But I think we got some credibility in that have been around for you've been around for over ten years. I've been around for twenty years doing this and usually toot our horns, but it's been you know, we still have a long way to go to fine. Tune our process, which is quite fantastic. You know since the start and really happy with that. So why don't we dive into these tactics? We head seven. I just add eight. That's how you and I go. I know we always adding. Yeah. You you added two more on the last podcast. And by the end of the podcast. We'd already forgotten what the other two were. Yeah. I know amazing. And I promise not to use anymore snoop. Doggy dogg. I don't know. So. Yeah. So we want you thi this off hit the number one podcast tactic, right, reckless. You have to choose the right syndication tool, and we have tried ever. So many of these now Kurt I mean, we've tried you know, really really went pod being was the first one because that was the one that I had used when I had my own podcast. And then we moved to something called blueberry, which really was the next step in analytics. And then we just got introduced to something called backtracks, which is what we're going to be moving to now. And honestly, one of the nice things about being a small company like ours is very flexible, but it is a long term strategy. I mean, you have to have your thought leadership there if you move from syndication platform to syndication platform, you do want to reapplied all of the podcast that you had before. Now, this is a pay to play model. This isn't free. There are no good free syndication services out there, and you can't get to tunes without going through third party. Right. So yeah. So that's another good point. So can you expand on the success that people can expect on syndicate? Eating from their their channel. So you right. You really talked about was podcast channels. So having a place where you could host host your podcast and then delivered to community, but the biggest communities are the ones you're gonna syndicate to like. I tuned talk. Can you talk about you know, what people can expect from syndicating to those communities? Right. It's it is a low is along strategy. In fact, there have been some very interesting recent changes that we're implementing with our services here. Instead of launching your first podcast as your singular podcast. We're actually doing a bulk launch. So what happens is when we record anywhere from three to five podcast. Get him added published in all ready for syndication in the can because of binge listening, and that is such a normal thing. Now that that's what works, but you're really looking at eighteen months now if you will look back at us because of our existing networks, we started seeing some good traction about nine months. So I'll say the fastest that you can get attention to your syndicated podcast would be about nine months. Does that answer your question? Yeah. Absolutely. I think our experiences that syndicating through those big communities like items, and I tunes of last his last cystic that I were recall for that. As seventy five percent of all podcast listens were happening through there. I believe that's over year-old since I've seen that. So I'm hoping this less than that now. But it's not there. So there I think there are five five million podcasts. Yeah. See they're one million five million. It's big number. It's not. But not that big really. I mean, there's there's a lot of people, but there's enough podcast going on in itunes that it's it's busy. Right. So if you wanna have success there you have to be prepared to pay to play. And that's the new model of getting exposure, there is pain get your exposure. So if you're willing to do that you can grow if. You're not you have to find other more organic methods. Let's jump into one of the best regaining its all which is just doing this for your clients while I think you have to answer some very philosophical questions when you're going to start your own podcast, which is what is your desired outcome. What is your why? I know that so overused in it's kind of becoming contrive statement start with why? But it is really important when it comes to this. Because if you were just specifically, creating a podcast generate leads, you're gonna have a very very different technique. We believe that the greatest way to do this. And I learned
"advisor" Discussed on Top Advisor Marketing Podcast
"The. Welcome to top advisor marketing where you will learn how to become a prolific online influencers attract more ideal clients and grow your practice. Wrought to you by top advisor podcasting a done for you podcasting solution. Bill just for trusted advisers, and now nor co hosts of top advisor marketing Turk glow and met Halloran. Hello. And welcome to another top advisor marketing podcast. You know, we have these things e pods. It's when we have an opportunity to go out and do live podcasting at conferences, and I had the opportunity to meet our guest today, and we interviewed him at this big conference. And there was just something about him. You know, and I know all of you have experienced that. When there's just something about somebody in. You're like like either this person is just doing something truly unique and different or they're very genuine and an Amish dobra today, our guest is both. So not only is he a genuinely good person, and you can feel that very quickly. What they do is really really cool unique and different. So I wanted to bring him on the top adviser marketing show and talk a little bit about what he does a little bit on his history a little bit about his company. So welcome to the show, man. Thanks for having me back on appreciate it. Yeah. So you are the CEO at third seven advisers what I'd like for you to do is to just give us a brief history of how you have. Gotten to where you are. Because it's it's a great story like love your trajectory because it it really puts a light on who you are. What makes what third seven does truly cool. The hanks. Yeah. And happy to tell the story. I'll even step back a little bit further into the glory days of being a senior at college, which is where I sort of decided on entering the financial services industry. It's I'm really going to date myself with some of this conversation. So you know, it's a trip down memory lane. But it's it's a term that old man lane at the same time. So I remember being in college, and it was a Friday night talking to a friend of mine, and it was ten o'clock getting ready to go out in the phone rang. And it's a good friend who had already graduated a year ahead of me. And I said, hey, what are you doing? And he said, oh, I'm about to head home. And I said patch Friday night would would you mean, you're going home? And he said why were it's ten o'clock shouldn't you be going out? And he said, I'm I worked ten o'clock every night. He said. He said, you know, this is what we do in this investment banking world. Now mind you I was a few weeks away from super Saturday in New York about to embark on that same journey, and I said to myself, boy is this really what I wanna do hung up. The phone went out like a good college kid should. But then the next week. I was going to the computer lab when you if you remember what those were I remember a much if everyone will. But I going to the computer lab, and there was a flyer on the window of one of the conference rooms at said looking for work life balance, if you know wanna do more than facts and FedEx in your first job. Come learn more about SEI, and I literally ripped the flyer off the wall and said this is exactly what I'm looking for. And so I took a job in oaks, Pennsylvania, which is right outside at king of Prussia next forge Pennsylvania and said, you know. What if it stinks at worst? You know, I'm a guy originally from north jersey, I'll move back in with my parents and commute to New York. Long story short. I've been in the great Commonwealth for over twenty years and have it left, and it was a great career move. Give me a great opportunity to see the financial services from the inside how from an operational perspective from a wholesaler perspective from an asset management perspective. And along the way cobbled the ability to look at our industry from from different viewpoints from a from a wholesaler product standpoint from a advisor standpoint, and now from a management stamp from consulting standpoint as well and from a management standpoint. And I think it served me really well to to give me a rounded look at what are what advisers thing what clients think what management? Thanks. What would people who are products providers, our industry think it's really shaped my personal point of view as to what's important and the. Best part is also been able to gather great mentors along the way, officially or unofficially. Who also shaped my point of view and spent a lot of time trying to continue to harness being a good leader recognizing that you never arrive. It's it's just like anything else you have to constantly work at it. So I've been blessed with a with a variety of roles in my career in various opportunities that have that have had a meaningful impacted to get to where I am too. So you can have a big scope of things that you are bringing to this position. But when you really break it down Likud, you work with what is your specially? What is an ideal client for third seven? Look like. Yeah. So we're more beat a be. And what I mean by that is we work to we were through the advisor to access the client. We don't really work through the end client at all the advisory perspective. Our job is to create a compelling reason. Why advisor would watch? Want to affiliate with third seven. And that's what our goal is. And we think we've created a unique and compelling platform that attracts sophisticated visors who were with sophisticated clients. That's a mouthful what does that mean that because our true differentiation is in the alternatives bucket, which is the fastest growing segment of the investment industry. More specifically in the direct private investing, which is also the fastest growing alternative segment. Whether you're an adviser or family office, which are targets we we specialize in that. And that is to our sister company. Third seven capital that were able to get access to early stage direct deals think about being on the many of us have seen the show shark tank with Mark Cuban on it where you have these emerging companies that no one's ever heard of. And they have a great idea, and they're trying to get their idea to grow and get access to cap. Title the problem with the show shows like shark tank is the problem with private equity funds, or is that they're
"advisor" Discussed on Top Advisor Marketing Podcast
"The. Welcome to top advisor marketing where you will learn how to become a prolific online influencers attract more ideal clients and grow your practice. Wrought to you by top advisor podcasting a done for you podcasting solution. Bill just for trusted advisers, and now nor co hosts of top advisor marketing, Turk low and met Halloween. Hello and welcome to another top advisor marketing podcast. Today's special guest is Priscilla O'neil, and she is the president of summit scours. Now, the reason why we wanted to have Priscilla on one because she's an unbelievably talented person who's created a software and also a process to help kids really make a true assessment about college, which we're gonna dive into way, more deeply, but she also does a whole bunch of other stuff. She's she's involved in the stem program for women of color. She has gotten all sorts of accolades for this program that we're gonna talk about. Day and even better for those of you financial services professionals who do not do what we're going to talk about today, which is to do a true analysis of all of the aspects of college and college acceptance and all of those things and college funding you need to contact Priscilla. And we're gonna make sure that we have her contact information available to you throughout the podcast Priscilla. Welcome to the show. Morning, Matt how are you? I'm super happy to have you on. It was so much fun talking to you previously. This is not the first time, we've talked and you showed us a friend of mine, and I some software that you've had created in. I just was so impressed that I really wanted to get you a in front of our listenership so Priscilla tell us where did all of this come from give us a little bit of your history, please. So a little bit of history is was a school guidance counselor in a private school, and when I left at school, I did not wanna stop doing what I was doing in. So I went and started to take graduate school courses and learn more and more in the morning understood about the depth of this process of what we call college planning. I realized that while it was so much that could do to help families. So I have been doing this for over twelve years. So when you partner with financial services professional. How were you not their competition? How about we start there? Oh my goodness. Definitely. I do not sell any products. There you go. Bet simple. I don't sell any products. I don't have licenses for the products that they sell. It's totally complementary. Gotcha. Okay. But that begs the question, then how do you get paid? So I'm paid mostly by the family. Okay. Emily is hiring me for those services. So I am referred many times by the financial planner to use this to help with a financial strategy. Really? It's part of the strategy when their teens in the house end or grandchildren of that are teens. It can be part of a financial strategy that kind of keeps the wealth within the family as opposed to sometimes without a cap letting go to college and career advancement without really knowing. What that whole figures going to end up looking like at the end. And so working with someone like myself, some scholars you the financial planner can help the family kinda manage that in that that seems to be a runaway train while it's terrifying. To me, I've twin sixteen year old boys and interest me, I will be engaging your services. Let's talk about your services. Tell us what you do for you. When you partner with either a family or financial planner. So what we'd like to do people think of a college planning? It's kind of the category that we go into, but we really are achievement advising a we really see helping students. No matter where they are to walk down that path that allows them to move into that career that job that whatever it is that they're gonna do kinda for the next thirty forty years and they're they're teenagers. They're trying to make this decision. And so we really want to walk beside them and make that happen. So what we did was we looked at? That kids getting into college. We said, okay, they get into college. Pretty well. Kids are getting accepted pretty well. But they're not getting out. Well are for your graduation rate in America's thirty nine percent. I'll just pot. Yeah. How? Thirty nine percents our four year graduation Raines, and I know that those many of those parents started their children expected that they would get out and for years because we're going for a bachelor's degree, and they didn't. And so we we looked at what were some of the issues in their reports their studies done on this kind of thing. And so we looked at the studies, and we created a system we saw that. There was some basic things that weren't maybe that we're maybe missed overlooked. Not don't with completely and those four phases. And we created our tar curriculum around it, which financial advisers don't want it to any of this in. This is another reason why they don't do the student readiness things around student readiness. Something about the readiness was not there. Whether it was economic whether it was emotional something was missing. So we created courses around readiness of the next student discovery. Many times students said, you know, I won't be a doctor in everyone in the family affirm them and it sounded good. And to the kid went on thinking. Okay. It's gonna be a doctor, and they can't stand us to bullet. So so it it just it was just another peer pressure. But it wasn't really research. It wasn't a based on a whole lot of trial and error. It was just hey, I like this and everybody thinks marvelous because said I want to do this. So we thought we know what this needs to be some real student discovery to find out who that person is inside of what's gonna make them happy. The other thing was council election. We also saw there was a lot of marketing a lot of marketing to students from colleges, but we didn't see the students on the other end doing the proper research to actually know if that was the right place for them. And then finally college admissions, we know pretty much think college admissions that's test prep. Write a essay get admitted, you know that kind of thing, but we saw that foundation missing. And when our students are involved in this process of going through these different steps, it makes them stronger as a college student and therefore that. Drenthe that they obtain is what helps them in decision. Making is is added to that in this just one area of their academic progress that is going to help make them stronger student in the long run and while staved more money. Absolutely. As I'm hearing, you say all of the supper. So I think the thing that really bounces out of my brain in out of my mouth now is. So many financial services professionals are desperately trying to figure out how to connect with their clients next generation in we just solved that problem. Didn't we? Yes. Yes. Because the thing is if a financial planner offers the family and says, listen, you need these services. This will be helpful for you. If they pay some small portion, and we can talk about that a layer if they pay a little introductory packet for them. So they can get introduced to it. And if this is something that is going to touch their hearts, the parents there aren't what their children they love their money, but they love their children. And you know, this is going to touch their family that next generation. It's gonna come back and say, wow, my mom, or my dad's finance planner made sure that I was okay. And is save tons. I saved one or two years worth of college fees because I had a plan and a strategy ahead of time and. So I think I need to go back to that wise financial planner for my my new career where I'm actually having to invest not only are they saying money. But I I love all of the stuff that is not about me. I the the comprehensive aspect of your service, you know, with the with the discovery and the selections and the admission processes, and all of the other things that you offer is such a huge value in having that financial planner partner with somebody like, you you then truly become the families adviser because you're offering a service one that you don't offer now in two you are exactly what you just said. There's going to be some reciprocal loyalty there because they're always going to remember their time with with your team and their adviser because of it wasn't for both of you couch might not have happened indefinitely. Not to the level of success. Is that a fair statement? Yes, that is definitely a fair statement and just having. Someone on your team knowing that this is the reason why they were connected with this strategy of success for this college piece was because of the financial planner. They would have never known without them. Would you mind giving us a real world example of somebody that you're working with currently or you have worked with in the recent past? So our advisers can kind of package this in their brain a little bit better. Certainly. So I have a tell you about a straight a student and many times students that high achieving students parents think. Okay, everything going to great school. Everything's fantastic. Everything is just going to work out. And in fact, it doesn't many times what they're getting at school is kind of general information in a high performing students with families with a great investment into the student whether that be an athletics or or art or something that they've really invested greatly. They actually need someone to a head. Help coach prepare that student a privately. And so I had a young a young man in. Let's just call that young man Sam. And so Sam with very high performing doing was the president of mini clubs within their school. And wanted to go to very