Shows
The Advisor Odyssey - Strategies for Financial Advisors51 - 10 Affordable Marketing Funnels YOU Should Know About!In this re-aired episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-05-1020 minThe Advisor Odyssey - Strategies for Financial Advisors50 - Types of Procrastination & Your R.O.T.I.In this episode, Daniel gives you 3 different types of procrastination, as well as defining and explaining R.O.T.I.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-05-0316 minThe Advisor Odyssey - Strategies for Financial Advisors49 - 5 Favorite Questions I've Been Asked by AdvisorsIn this episode, Daniel analyzes and answers his 5 favorite questions that he's been asked by advisors.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-04-2617 minThe Advisor Odyssey - Strategies for Financial Advisors48 - 8 Ways to Increase ROI from Radio!In this episode, Daniel lays out 8 things you can do to make your radio show, radio ads, or whatever radio marketing you're doing more successful in ROI!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-04-1920 minThe Advisor Odyssey - Strategies for Financial Advisors47 - 5 Ways to Sabotage Yourself on Social MediaIn this episode, Daniel lays out 5 things NOT to do on social media if you want to be successful!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-04-1313 minThe Advisor Odyssey - Strategies for Financial Advisors46 - Is Email Marketing Really Worth It?In this episode, Daniel explains the three big reasons why email marketing IS worth it, and how it can help you to grow your business.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-04-0518 minThe Advisor Odyssey - Strategies for Financial Advisors45 - Seven Time Wasters to AvoidIn this episode, Daniel lays out 7 ways you are losing time, and some helpful ways to optimize your time!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-03-2916 minThe Advisor Odyssey - Strategies for Financial Advisors44 - Crash Course: DIY Digital Marketing StrategyIn this episode, Daniel gives you a breakdown of you how can set up a DIY marketing strategy by giving you four important questions to think through.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-03-2224 minThe Advisor Odyssey - Strategies for Financial Advisors43 - Maximizing Your Existing Client DatabaseIn this episode, Daniel shares some practical ways to look within your existing book of business to find new business!
He also answers questions on;
-Marketing to a specific niche
-Paying for marketing & what works best
and
-Is it worth the effort to get my Series 65?
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or...2023-03-1531 minThe Advisor Odyssey - Strategies for Financial Advisors42 - Automated Marketing StrategiesIn this episode, Daniel breaks down 3 automated funnels everyone could and should be using; email marketing, automated webinars, and call centers!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-03-0824 minThe Advisor Odyssey - Strategies for Financial Advisors41 - 5 Client Appreciation Event IdeasIn this episode, Daniel lays out the difference between client appreciation events and referral events, as well as giving 5 fun ideas for client events!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-03-0118 minThe Advisor Odyssey - Strategies for Financial Advisors40 - Adding Value During Annual Client ReviewsIn this episode, Daniel helps to reframe the way you look at and approach your client annual reviews, as well as giving you some practical ways to add value during those meetings.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-02-2221 minThe Advisor Odyssey - Strategies for Financial Advisors39 - Secret ShoppersIn this episode, Daniel talks about how to incorporate secret shoppers into your business, as well as some of the things they'll be looking for.
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-02-1507 minThe Advisor Odyssey - Strategies for Financial Advisors38 - Finding Your Ideal Client ProfileIn this episode, Daniel talks about how to identify key elements about your existing clients to figure out who your ideal clients would be!
Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-02-0815 minThe Advisor Odyssey - Strategies for Financial Advisors37 - 10 Ways to Increase 2nd & 3rd Appt. Stick %In this episode, Daniel lays out 10 ways you can stop losing prospects between your 1st and 2nd or 2nd and 3rd appointments!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-02-0114 minThe Advisor Odyssey - Strategies for Financial Advisors36 - Just Talk About the WhyIn this episode, Daniel gives some practical advice and talks about how important it is to not get lost in the details, but focus on the WHY when talking to prospects and clients.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-01-2514 minThe Advisor Odyssey - Strategies for Financial Advisors35 - Talk About TaxesIn this episode, Daniel explains why it's incredibly helpful, both to you and your clients, and even prospects, for you to talk about taxes!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-01-1818 minThe Advisor Odyssey - Strategies for Financial Advisors34 - 1 Document Every New Client Must Be GivenIn this episode, Daniel gives you a practical way to simplify your client onboarding process - with 1 document to rule them all!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-01-1121 minThe Advisor Odyssey - Strategies for Financial Advisors33 - How to Run a Better Discovery MeetingIn this episode, Daniel lays out 5 things you need to try to accomplish during your first discovery meeting!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2023-01-0430 minThe Advisor Odyssey - Strategies for Financial Advisors32 - 4 Questions to Ask Yourself Heading Into the New YearIn this episode, Daniel gives you 4 questions to help reflect on your 2022 and get ready for 2023!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-12-1811 minThe Advisor Odyssey - Strategies for Financial Advisors31 - Why Advisors Need to Be Relevant In Their MarketingIn this episode, Daniel talks about why it's important to not only market, but to market things that are relevant currently.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-12-1213 minThe Advisor Odyssey - Strategies for Financial Advisors30 - Silver Bullet SyndromeIn this episode, Daniel talks through what the silver bullet syndrome is, and why you need to watch out for it!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-12-0521 minThe Advisor Odyssey - Strategies for Financial Advisors29 - Phone Sales: Does It Work For Financial Advisors? (Part 2)In this episode, Daniel talks through part 2 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-11-2018 minThe Advisor Odyssey - Strategies for Financial Advisors28 - Phone Sales: Does It Work For Financial Advisors? (Part 1)In this episode, Daniel talks through part 1 of a conversation on whether phone sales work for financial advisors, and how/if you should be doing them.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-11-1318 minThe Advisor Odyssey - Strategies for Financial Advisors27 - Increasing Your First Appointment Show RateIn this episode, Daniel gives some tips and tools for getting a higher percentage of people who sign up for first appointments to actually show up for them!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-11-0619 minThe Advisor Odyssey - Strategies for Financial Advisors26 - Client Communication Techniques That Won't Leave You Stretched ThinIn this episode, Daniel gives some tips and tools for communicating with your clients; video messaging, monthly newsletters, educational webinars, etc. He also teaches his 3-2-1 method!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-10-3022 minThe Advisor Odyssey - Strategies for Financial Advisors25 - Building Your Budget: Marketing vs. BrandingIn this episode, Daniel talks about your branding budget and your marketing budget - why you need BOTH but how they are different!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-10-2319 minThe Advisor Odyssey - Strategies for Financial Advisors24 - Content Marketing for Financial AdvisorsIn this episode, Daniel talks about the content marketing and how financial advisors can use it to grow their business.
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-10-1628 minThe Advisor Odyssey - Strategies for Financial Advisors23 - Best of Left Field Questions - Q3In this episode, Daniel addresses some of the best questions he received during q3.
Questions related to;
1) Getting DIY advisors to work with you
2) Improving your closing ratio
3) Advisors next door, and whether or not you should be worried
4) Tips on dinner seminars
5) Biggest challenges he faces working with advisors
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also...2022-10-0935 minThe Advisor Odyssey - Strategies for Financial Advisors22 - Using the "Referral Pivot"In this episode, Daniel talks about the "referral pivot" defining what it is, how to use it, and different times in the client and prospect relationship it can be used!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-10-0219 minThe Advisor Odyssey - Strategies for Financial Advisors21 - 20 Ways Advisors Can Better Use LinkedIn for BrandingIn this episode, Daniel lays out 20 ways that advisors can use LinkedIn to up level their branding and marketing!
Click here to get a checklist of those 20 tips for improving your LinkedIn profile!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-09-2519 minThe Advisor Odyssey - Strategies for Financial Advisors20 - Is a Penny Saved Really a Penny Earned?It's a common saying right? But is it true? And if so, where are some areas you can find places to save those pennies in your business?
Enjoy the episode!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)2022-09-1820 minThe Advisor Odyssey - Strategies for Financial Advisors19 - 5 Lessons Football Teaches Us About Running a Financial Advisory BusinessIt's opening Sunday for NFL football! To celebrate, in today's episode Daniel teaches us 5 key lessons we can learn from the game of football and apply them to your financial advisory business.
Enjoy the episode!
Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com.2022-09-1117 minThe Advisor Odyssey - Strategies for Financial Advisors18 - Using Your CRM to its Fullest AdvantageIn this episode, Daniel talks about making sure you're using as many of the features and functions of your CRM as possible, not just settling for an expensive digital address book.
He also answers questions related to;
-Helping associate or sub advisors struggling to close deals
-What is the Kaizen method?
Enjoy the episode! 2022-09-0425 minThe Advisor Odyssey - Strategies for Financial Advisors17 - The 5 Biggest KPIs in Your Advisory BusinessIn this episode, Daniel talks about five of the best "key performance indicators" that you can use in your business.
He also answers questions related to;
-What % of your revenue should you use for marketing?
-Convincing DIY investors to work with you as an advisor.
Enjoy the episode! 2022-08-2821 minThe Advisor Odyssey - Strategies for Financial Advisors16 - Quarter 2 "From Left Field" HighlightsA recap of some of our favorite questions submitted by YOU in our "From Left Field" segment during the 2nd quarter of this year! 2022-08-2126 minThe Advisor Odyssey - Strategies for Financial Advisors15 - Client Onboarding ExperienceIn this episode, Daniel lays out what the first 90 days as a new client in your firm should look like, and why they are so important.
He also answers questions related to;
-Can you and should you close and collect signatures at the first appointment?
-Should I have alcohol at my events?
Enjoy the episode!2022-08-1418 minThe Advisor Odyssey - Strategies for Financial Advisors14 - 10 Simple Hacks to Accelerate GrowthIn this episode, Daniel lays out 10 simple but effective "hacks" that have helped many advisors level up and accelerate the growth of their business!
He also answers questions related to;
-Building a company brand
-Biggest challenge he commonly faces when working with financial advisors. Enjoy the episode!2022-08-0829 minThe Advisor Odyssey - Strategies for Financial Advisors13 - Powerful Phrases to Drive the SaleIn this episode, Daniel gives you 5 powerful phrases that you can use (carefully and considerably) to help drive sales conversations forward.
He also answers questions related to;
-Losing prospects to advisors who you feel have no real substance, and how you can change this.
-How much is too much when it comes to financial planning reports and software?
Enjoy the show! 2022-07-3124 minThe Advisor Odyssey - Strategies for Financial Advisors12 - Podcasting Strategies for AdvisorsIn this episode, Daniel lays out strategies and tips for advisors wanting to start podcasting! Lots of great tips and tricks in here.
He also answers questions related to;
-When the CPA's you're referring clients to aren't referring anyone back
-Holiday marketing ideas
Enjoy the episode! 2022-07-2433 minThe Advisor Odyssey - Strategies for Financial Advisors11 - Crash Course on Client WebinarsIn this episode, Daniel lays out what you need to know about client webinars. A "crash course" giving you everything you need to know!
He also answers questions related to;
-Should you be worried about your clients seeing your competitors branding if you share an office building with another advisor?
-What's the next big marketing funnel?
Enjoy the episode! 2022-07-1731 minThe Advisor Odyssey - Strategies for Financial Advisors10 - What's Your On Base Percentage?In this episode, Daniel lays out the importance of knowing and improving your "on base percentage" using the story of Billy Beane and "Moneyball" as his example.
He also answers questions related to;
-Improving your close ratio
-First appointment stick ratio from dinner seminars
Enjoy the episode! 2022-07-1028 min
The Advisor Odyssey - Strategies for Financial Advisors09 - Why Your Best Service Related Employees Are Leaving YouIn this episode, Daniel talks about ways to prevent your company from losing your best employees!
He also answers questions related to;
-Untapped digital marketing strategies
-Best sales books for advisors
-Financial planning softwares
Enjoy the episode!2022-07-0428 minThe Advisor Odyssey - Strategies for Financial AdvisorsWhy Your Best Service Employees Are Leaving YouIn this episode, Daniel talks about ways to prevent your company from losing your best employees!
He also answers questions related to;
-Untapped digital marketing strategies
-Best sales books for advisors
-Financial planning softwares
Enjoy the episode!2022-07-0329 minThe Advisor Odyssey - Strategies for Financial Advisors08 - Content Calendar Structure & StrategiesIn this episode, Daniel lays out the difference between content calendar and marketing calendars, and best strategies for using the content calendar to improve your digital marketing!
He also answers questions related to
-Qualifying & disqualifying prospects
-Capacity issue for relationships & clients
-Email inbox management2022-06-2630 minThe Advisor Odyssey - Strategies for Financial Advisors07 - Life Cycle of a Digital LeadIn this episode, Daniel lays out the life cycle of a digital lead & the path those leads can take.
He also answers questions related to;
-Preparing your clients and prospects for zoom meetings
-Website basics and advice
-How to stop losing new clients after they commit
Enjoy the episode!
2022-06-1929 minThe Advisor Odyssey - Strategies for Financial Advisors06 - How Would You Build Your Business from Scratch?In this episode, Daniel addresses the question, "If you were starting today, what steps would you take to build your business from scratch?"
He also answers questions related to;
-Where to find good advisors to hire
-How to use social media to gain clients
-Strategies for consistent content creation in social media.
Enjoy the episode! 2022-06-1232 minThe Advisor Odyssey - Strategies for Financial Advisors05 - 10 Affordable Marketing Funnels YOU Should Know AboutIn this episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about!
He also answers questions related to;
-Video messaging
-Pivoting in and out of referral conversations
-Feedback on a Youtube channel
Enjoy the episode! 2022-06-0535 minThe Advisor Odyssey - Strategies for Financial Advisors04 - Leveraging Tik Tok as a Financial AdvisorIn this episode, Daniel teaches about Tik Tok and the new wave of financial advisors.
He also answers questions related to;
Best advice he's ever gotten?
Should you talk about your software?
When should I hire my first employee?
2022-05-2925 minThe Advisor Odyssey - Strategies for Financial Advisors03 - Maximizing Existing Client DatabaseIn this episode, Daniel shares some practical ways to look within your existing book of business to find new business!
He also answers questions on;
-Marketing to a specific niche
-Paying for marketing & what works best
and
-Is it worth the effort to get my Series 65?2022-05-2231 minThe Advisor Odyssey - Strategies for Financial AdvisorsEpisode 4: Life Cycle of a Digital LeadIn this episode Daniel breaks down digital marketing for financial advisors. We discuss the 8 phases of the life cycle of a digital lead. Daniel also answers questions related to Zoom, website advice, and preventing people from walking away after they agree to work with you.2022-05-1532 minThe Advisor Odyssey - Strategies for Financial Advisors02 - 4 Components of a Strong Financial Marketing PlanDaniel lays out the 4 necessary components of a strong financial marketing plan, and dives into what is and is not included in each component.
1) Active Lead Generation
2) Passive Lead Generation
3) Active Client Marketing
4) Passive Client Marketing2022-05-0832 minThe Advisor Odyssey - Strategies for Financial AdvisorsEpisode 2: 5 Ways to Maximize Your Existing Client BaseDid you ever think that there might be a good chunk of untapped business right inside your existing client database? While referrals and new clients are obviously great, there's often a way to grow your business and revenue just by looking more deeply at your existing client plans. In this episode, Daniel lays out 5 ways that you can maximize your existing client database.1) Offer Medicare Supplements2) Tax-Specific Marketing3) Exclusive Referral/Ambassador Club4) Get Really Specific About What You Can Offer5) Early Retirement Marketing2022-05-0831 minThe Advisor Odyssey - Strategies for Financial Advisors01 - Where You're Losing Prospects and How To Stop ItDaniel lays out the five most common phases of the sales cycle where advisors tend to lose prospects, and gives key tips and best practices for how to avoid losing them.
Phase 1) At the At-Bat
Phase 2) After the At-Bat but Before First Appointment Set
Phase 3) After the At-Bat & After First Appointment Set
Phase 4) After First Appoint but Before Second Appointment
Phase 5) After Second Appointment but Before Paperwork Signed2022-05-0828 min