Advisorist - Podcast Details

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The Investipal PodcastFrom Zero to Billion: Marketing Lessons for Financial Advisors with Jeremiah DesmaraisJeremiah Desmarais is the CEO of Advisorist and a member of the Forbes Coaches Council. He’s helped over 10,000 financial advisors and insurance agents grow their practices—and in this episode, he shares exactly how. We talk about the journey from scrappy startups to billion-dollar exits, the evolution of advisor marketing, and why the shift from “advisor” to “coach” is changing the game.Jeremiah explains why emotional storytelling is more powerful than logic, how LinkedIn has become the most underrated client acquisition platform in wealth management, and what it really takes to build a seven-figure practice working just four da...2025-04-0235 min

Retirement Tax Services PodcastProspecting, Tax Planning and making the most out of 2024 with Jeremiah DesmaraisSteven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get...2024-01-0827 min

Modern Financial AdvisorEpisode 54 - Jeremi Karnell and Scott Wetzel on Financial Advisor Transition TrendsJeremi Karnell, CEO of Truelytics, and Scott Wetzel, CEO of SkyView Partners join Mike Langford for an expansive conversation on what the next decade holds for advisor transitions. This episode was originally shared with the audience of the Virtual Financial Advisor Conference hosted by Broadridge Advisor Solutions and Advisorist 2021-02-2342 min

Modern Financial AdvisorUsing Virtual Events and Digital Marketing to Help Financial Advisors GrowKevin Darlington of Broadridge Advisor Solutions and Jeremiah Desmarais of Advisorist share how their Virtual Advisor Summit is helping financial advisors learn how to grow their businesses with modern digital marketing strategies and techniques.2021-02-0534 min

Advisor Talk with Frank LaRosaLead-Gen Lessons with Jeremiah Desmarais, CEO - AdvisoristEvery financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite Consulting Partners CEO Frank LaRosa is joined by Jeremiah Desmarais, CEO of the Advisorist for a strategic conversation that outlines specific marketing and branding actions advisors can use now to increase their AUM and take their practice's success to new levels. Tactical guidance which Frank and Jeremiah share include:2021-02-0430 min

BetterWealth with Caleb GuilliamsVirtual Financial Advisor Expert Jeremiah DesmaraisIf you are a financial professional, advisor or agent you don’t want to miss this episode!In today’s episode I have the privilege of interviewing Jeremiah Desmarais is a 23-time award-winning financial marketer, speaker, author and CEO of Advisorist, an effective financial marketing company. His work has generated over two million insurance leads and helped advisors in over 51 countries generate over $300M in sales commissions. Labelled “One the greatest marketing minds in the financial industry”, Jeremiah is a sought after speaker, coach and private mentor to insurance and financial advisors, and countless marketing organisations.Last ye...2021-01-2344 min

Advisorist PodcastEP 26: Selling Experiences with Scott PoposkiMichael Levin interviews Scott Poposki, the author of ‘Camera Focus: What Photography Teaches About Business, Life, and Success’. Scott created a very successful business around photography and marketing. In this podcast, he shared a lot of ideas and practices about hyper-focusing, measuring back, and most importantly, selling experiences. In this episode, “You will create a great experience and that's what people want. Enjoy of an experience that we're delivering.” – Scott Poposki Have that such hyper-focus and understanding that measure back Be confident and make a difference Offer something unique Create a great ex...2020-07-1025 min

Advisorist PodcastEP 25: Michael Levin Interviews Jane AtkinsonJane Atkinson is the author of four best seller books including ‘The Wealthy Speaker 2.0’, ‘The Epic Keynote’, and ‘The Wealthy Speaker Daily Success Planner’. She’s also one of the top business managers for speakers establishing the famous, ‘Wealth Speaker University’. In this podcast, she shared a lot of tips and advice for emerging speakers and for people who are just getting started. In this episode, “You stand in front of 500 people, and now you're having richer, deeper conversations with a lot of people who may then want to use your services.” – Jane At...2020-07-1026 min

Advisorist PodcastEp 24: Role of Advertisers and Marketers with Joe MarichMichael Levin and Joe Marich highlight the importance of hiring marketers and advertisers. Joe Marich, one of the top publicists in the media industry and Marich Media Inc., shared a lot of best practices and current challenges present in the marketing and business world. In this episode, “You need somebody, a professional, to help you get your message out about your product or service because you might not know what you're doing.” – Joe Marich Have a good topic of interest for your desired content Consider a local angle Have a clear message, it cannot...2020-07-1033 min

Advisorist PodcastEP 23: Michael Levin Interviews Richard MandersMichael Levin and Richard Manders had an insightful discussion on different current marketing strategies. With his background as a co-founder of Freescale Coaching Systems, Richard shared innovative and relevant practices based on actual experiences and various sources. He also gave a lot of pointers for those who are new to business. In this episode, “I think the first part of the marketing question is being really clear about who the core customer is, and what is the value you're bringing to them.” – Richard Manders Seek guidance Build a good struct...2020-07-1031 min

Advisorist PodcastEP 22: Beauty of Analytics with Gary KadiMichael Levin interviewed the Founder and CEO of NextLevel Practice, Gary Kadi. Gary Kadi shared a lot of his best and most relevant practices in his business. He highlighted the beauty of analytics as a very helpful tool in scaling and maintaining possible trends and issues in business. “Adopt the new methodology because if not, you're going to stay archaic, and if you don't communicate the way millennials want to be communicated to, you're not going to adopt new patients and certainly not adopt new team members.” – Gary Kadi Adopt new methodologies Learn from s...2020-07-1030 min

Advisorist PodcastEP 21: Michael Levin Interviews Sara Stratton“Getting those positive reviews and driving people to your Amazon (online) page is really where you as an author will see the most success, to begin with.” – Sara Stratton Aim for POSITIVE REVIEWS Choose and expand your MARKET Producing a book requires both PROFESSIONAL and PERSONAL processes Use your product as your BUSINESS CARD In this episode, Start your business by getting the clients’ positive reviews. From there, you must work on maintenance. Sara Stratton recommends focusing on a market you already know. They can be your friends, your family, your neighbor, your colleagues, or anyone...2020-07-1024 min

Advisorist PodcastEP 20: America's # 1 Business Consultant Tells AllWealth is not money. Money is simply the fuel. Wealth is discretionary time. The ability to do what you want, when you want is real wealth. In this podcast, Alan enumerates on diverse tips and strategies that can be used to kick start your own journey as an advisor: In order to stand out, you should become a contrarian and someone who is provocative. You should be able to suggest preferred methods of doing a certain thing. This means that you should not stop thinking of something new. People trust their peers and peer references more th...2019-09-1629 min

Advisorist PodcastEP 19: The Speaker's Platform -- Getting Fun and Lucrative GigsIn this podcast, we discuss: Guidelines for TEDx Talk TEDx Talk subject - Parenting is a Breakthrough, not a Break from your career. Saying yes to the right questions to secure TEDx Talk Experience as a speaker as a pre-requisite to giving a TEDx Talk The popularity of TEDx Talks, even though they are non-paid. TEDx talks selected for placement on TED.com website Criteria for moving from TEDx to TED talks Process of building a speaking career to supplant or replace income. How a Speaker's Bureau works, along with advantages and process. Coaching individuals on topic selection, writi...2019-09-1628 min

Advisorist PodcastEP 18: Inside Digital Marketing, and What Makes People Do What They DoFor a change of pace, Michael puts Jeremiah Desmarais in the hot seat to talk about digital marketing. Jeremiah doesn’t disappoint and gives away tips you can start using immediately. In this episode, Jeremiah takes you inside the world of Advisorist and helps jumpstart your digital marketing efforts: The single, most accountable way to grow your business. EASY SOLUTION to keep your digital marketing and social selling efforts within regulatory compliance. This one thing is maybe the most effective (and easy) way to post on LinkedIn. How to make a POWERFUL, PERSONAL and PROFESSIONAL first im...2019-09-1639 min

Advisorist PodcastEP 17: Strategies to Combat Financial Illiteracy within the Sound of Your VoiceJim Silbernagel is more than a certified financial planner and insurance agent; he’s also a fighter. He is fighting to raise the financial literacy of people within the sound of his voice. In this episode, Jim shares his ideas on diversification, collaboration and communication: How do you approach business: transactional or holistically? And why it may matter. A strategic collaboration that gives advisors a role in estate planning. Why your competition may be getting your business, and what you can do about it. Understanding the power and potential in family financial meetings. The BIGGEST MISTAKE mo...2019-09-1630 min

Advisorist PodcastEP 16: Build a Platform Organically to Share Your Message, the Sky's the LimitToday Meridith Alexander is a best-selling author and top female motivational speaker. But that wasn’t always the case. In fact, she was terrified of public speaking. But one terrible event changed everything. In this episode, Meridith shares her story and some of the resources that helped her along the way: Are you dodging boulders or using them to take charge and become bolder? It’s possible to find your greatest calling in your darkest moment. Create a personal empowerment system and write your life masterpiece. Discover resources you can use to build your brand, gain medi...2019-09-1634 min

Advisorist PodcastEP 15: Advisor Recruiting Secrets and how to Sell $91,768,483 in Voluntary Benefit PremiumsGrowing Your Practice: Adam Maggio’s Secrets To Starting From Zero, Recruiting Advisors, And Absolutely Crushing It In this episode, Adam shoots from the hip about: His philosophy of "data not drama" saved him time and unnecessary stress...and showed him precisely what needed improvement in his business. What Adam focused his time on for the best learning (Hint: it wasn't attending training!) The Power of...firing your clients? How to flip the script when meeting with vendors...and coming away with more business Adam's 4 Keys to constant improvement Why social media is so vital today (and...2019-09-1626 min

Advisorist PodcastEP 14: The Influencer Mind, and How to Attract AttentionWant to be an influencer in your industry? Think a book will help you open doors? Then you want to listen to this first. Max has a motto, it would have to be, “I’ll be funny.” After all, his career as a writer started as a lark. But what he discovered almost serendipitously about influence has become more powerful than even a platform for his ideas. Max has gone from the celebrity, uber-gonzo, ultra-outrageous writer to the founder of Scribe Media, which provides writing, marketing and publishing services to aspiring authors. In hi...2019-09-1630 min

Advisorist PodcastEP 13: Seeing Addiction Through the Eyes of a Sober ManAlcohol. Drugs. Sex. Food. Money. Addiction is all around us. Sometimes it’s in our family. Sometimes it lies within us. And yet it can take years to seek help, and in some cases never. Why? In this episode, Michael takes us inside the addict’s challenging journey—from hitting bottom to recovery: Understanding the impact and effect of addiction on loved ones. The ONE question that only addicts and alcoholics ever ask. The hardest challenge in breaking through the addition and opening oneself up to recovery. Is F.I.N.E a call for help? Exposi...2019-09-1629 min

Advisorist PodcastEP 12: What Your Financial Seminar Attendees Really Want to BuyIf you do financial seminars, you probably know Frank Maselli. If you don’t, you’re in for a treat. Frank’s philosophy is simple (and sound): Give people your value and wisdom, share as much of your energy as possible, and they will track you down to do business. But before you can help solve people’s financial needs, you need to get them into the boat. And for that to happen, he first connects with them emotionally. In this episode, Frank shows us why he is among the best in our industry...2019-09-1631 min

Advisorist PodcastEP 11: Embrace your Life with a Survivor’s Attitude and ThriveWe all carry baggage--personal challenges, problems, and pain. But when disaster reduces our existence to a basic struggle to survive, we gain a new perspective on our issues and what really matters most. In this episode, Dean shares his inspirational philosophy: How to be your best most AUTHENTIC self. Make your own destiny; what you can do when you wake with a positive mindset. The lessons of survivor that translate into resilience and fearlessness—and how to put them to work. It is important to understand that every client, every person has a story; I want to...2019-09-1632 min

Advisorist PodcastEP 10: 5 Steps To More Seminar Sales With Karl WolfWith a batting average of about 70%, Karl Wolf is an expert at generating new sales and clients with seminars. Here’s his outline for seminar success. Karl Wolf shares expert seminar success tips directly from the front lines, including: Why your seminar ISN’T about selling your product, and what to sell instead How to manage unruly attendees in a way that BUILDS relationships, instead of ending them The ONLY metric you need to measure seminar success Why you SHOULDN’T buy dinner for your audience, and what to focus on instead How the room set-up can ma...2019-06-1656 min

Advisorist PodcastEP 9: How To Write An Authority Generating Book That Sells With Tom ZiglarIn line with Ziglar legacy, business success all comes down to a few foundational principles and values. Here’s the path to winning sales and marketing, according to Tom Ziglar, on this episode of "All Eyes on You" with host Michael Levin. In this episode Tom Ziglar shares: Where to start when you’re overwhelmed by all the noisy inputs to get CLARITY The UNIQUE sales approach at the root of Ziglar’s success A twist on the sales relationships that creates TRUST and enthusiasm in your prospects How to navigate and grow a legacy brand in a w...2019-06-1627 min

Advisorist PodcastEP 8: How To Replace The Constant Prospect Chase With Bill CatesThe oldest and most reliable business building method isn’t dead - it’s just in disrepair. Bill Cates, The Referral Coach, teaches you how to rebuild and maintain a solid referral engine for constant growth without the endless chase. Bill Cates is the undisputed industry expert on how to get more and better referral business as a financial advisor or insurance agent. He’s been featured on many prestigious outlets, including the Wall Street Journal, has published 3 widely loved and transformative books on building referral business, and has worked with top players in this sector, including Capita...2019-06-1640 min

Advisorist PodcastEP 7: The Secret Hidden In The Myths: How To Create Powerful Reach In Your Business With Michael GerberThere is one missing piece almost all financial advisors and insurance agents overlook when trying to be seen and heard by their prospects. In this episode of "All Eyes on You" with host Michael Levin, you'll hear what Michael Gerber, whose voice has global, best-selling, thought-movement creating power, says it is. Here’s a quick look at what you’ll learn from Michael Levin and Michael Gerber in this episode: How to cut through the digital clutter to get all eyes on you The ONE fundamental thing you need to develop to stand out for your pros...2019-06-1628 min

Advisorist PodcastEP 6: 3 Secrets To Get Affluent Appointments With Social MediaHear Amy McIlwain’s top 3 secrets to getting affluent appointments from the most unexpected source. “People with money don’t waste their time scrolling through Facebook and other social networks.” You probably heard this from someone close to you. Luckily for us, this statement is nothing more than an opinion. A wrong opinion, for that matter. Listen to today’s episode of the Advisorist podcast with Amy McIlwain and discover: Why social media is NOT a waste of time for advisors A SIMPLE strategy you can swipe to grow your practice with the most popular social networks W...2019-06-1626 min

Advisorist PodcastEP 5: How Financial Professionals Can Get A Slight Edge And Why That’s All You Need To Succeed With John Lee DumasOn the episode of "All Eyes on You" with host Michael Levin, you'll hear what you really need to succeed as a business owner in your insurance or financial practice, according to John Lee Dumas - and it’s not more complicated marketing. John Lee Dumas is the founder and host of the award winning and hugely influential business podcast, “Entrepreneurs on Fire”, where more than a million entrepreneurs tune in every month to get the top business advice from John and his celebrity guests. He regularly interviews the likes of Tim Ferris, Seth Godin, and Gary Vayner...2019-06-1622 min

Advisorist PodcastEP 4: The 8 Basic Rules Of Story-tellingHere’s how to revive dying seminar conversions and boost them to even higher heights - with one simple strategy switch. Love giving seminars but not seeing the ROI you need, let alone the ROI you want? Industry expert and top financial advisor trainer Frank Maselli shares how financial professionals can give powerful, sales-generating seminars, including: The ONE advanced presentation technique you need to adopt to captivate your audience’s attention Why a simple switch creates immediate connection and PRE-SELLS your services When and where to add this twist for maximum effectiveness The critical elements of a se...2019-06-1629 min

Advisorist PodcastEP 3: How To Get Four Insurance Appointments A Day Using LinkedinThis is how you can get direct access to 90% of your best prospects, start conversations, and generate new appointments daily - in under 20 minutes - to stretch your dollar farther, less the cold-outreach stress. In this episode you’ll discover the secrets behind: How to trigger maximum creativity in yourself on demand The #1 social network financial advisors and insurance agents can use to find 90% of their best, QUALIFIED prospects One tweak you can make in your marketing efforts to boost your performance 78% higher than your peers A ZERO cost option for generating multiple appointments and...2019-06-1625 min

Advisorist PodcastEP 2: 6 Sales Email Hacks To Sell More Insurance PoliciesHere’s how insurance agents and financial advisors can build a personal “black box” that spits out 38 dollars for every one dollar input. If you had a little black box you could slide a dollar into and 38 more dollars would pop out the other side, how many bills would you put into it? Hit play to discover: A 5 second mental trick to instantly boost your problem-solving capability ONE easy method to get more clarity and direction when you’re stuck Where to spend your digital marketing dollars for a 38x ROI 3 ways to ensure your col...2019-06-1626 min

Advisorist PodcastEP 1: Hierarchy of ROI for Insurance and Financial Services Digital MarketingThrow out everything you’ve been told before. This is where you need to focus your efforts if you want great results with digital marketing in the insurance and financial services industries, according to veteran marketers in this space. In the exciting, inaugural episode of the Advisorist podcast, you’ll learn: A scientifically proven hack for reducing anxiety and stress in your practice Why everything you’ve heard about how to get started marketing online is BACKWARDS How to create a website that generates real ROI What you need WAY MORE than visual branding appeal when market...2019-06-1628 min

Advisorist PodcastAdvisorist Podcast - Trailer 2019-03-1209 min