Shows
Advisors CollectiveBreaking Down Barriers: TerraWealth's Advisor-Centric PlatformIn this episode of the Advisors Collective Podcast, hosts Joshua Mauk and Annette McKeown discuss the impact of evolving technology on the financial advisory industry. They emphasize the importance of adapting to new technologies such as AI, social media, and crypto in order to stay competitive. The conversation highlights the innovative approach of TerraWealth, a company built by advisors for advisors, offering a full hybrid platform that includes advanced CRMs, marketing support, and flexible compliance solutions. They explore TerraWealth's unique royalty compensation model, the significance of integrating old and new marketing techniques, and preparing for...
2025-03-061h 25
Advisors CollectiveTim Ferriss in Lancaster? What I learned from a Surprise Encounter.Joshua Mauk, host of the Advisors Collective podcast, recounts his unexpected encounter with Tim Ferriss in Lancaster, Pennsylvania. He shares seven valuable insights he gained from their brief breakfast interaction. These lessons include taking opportunities, giving genuine compliments, revisiting impactful ideas from 'The Four-Hour Work Week', recognizing podcast innovations, being gracious and kind, engaging in deeper discussions, and the importance of authenticity. The encounter highlighted Ferriss's genuine nature and offered reflections on building meaningful relationships and personal branding in the financial advisory field.00:00 Meeting Tim Ferriss: An Unexpected Encounter02:07 Key Lessons from Tim Ferriss: Take...
2025-02-1313 min
Advisors CollectiveThe Best of Both Worlds: Learn to connect, collaborate, and thrive by merging past practices with future-focused tools.Building a strong referral network starts with being a proactive connector—introducing people to opportunities, services, and professionals that align with their needs. Trusting in the power of giving, whether through time, resources, or thoughtful gifts, fosters goodwill and strengthens relationships over time. Sharing success stories, collaborating with other professionals, and facilitating strategic introductions enhance credibility and trust. Thoughtful gift-giving further personalizes connections, leaving a lasting impression. By focusing on intentional actions, authentic relationships, and long-term impact, these strategies create a network of mutual support that benefits both personal and professional growth.
2025-01-3028 min
Advisors CollectiveThe King's Journey: From Boyhood Habits to Heroic LeadershipIn this conversation, Pete Taylor and Joshua dive deep into the concept of discipline, breaking it down into three types: structural, reactive, and expansive. Pete emphasizes how mastering structural discipline, such as having consistent routines and time-blocking, can be a game-changer in business. This type of discipline can eliminate the need for motivation and emotional fluctuations. Reactive discipline is about responding to life's challenges in a way that aligns with your goals and not being derailed by others' problems. Expansive discipline involves making choices that propel you toward your bigger vision, consistently expanding your growth.They also...
2025-01-161h 11
Advisors CollectiveUnlocking Explosive Growth, Supernova Meets EOSHow to Scale Your Financial Advisory Practice: Integrating Supernova and EOS FrameworksIn this episode of the Advisors Collective Podcast, host Joshua Mauk discusses the benefits of introductions over referrals for financial advisors and shares insights from the book 'Supernova' by Rob Knapp. Joshua outlines the six key points of the Supernova process, including Client Segmentation, Team-Based Approach, 12-4-2 Framework, Time Management, Client Experience, and Systemization. He then explains how to integrate these Supernova principles with the EOS (Entrepreneurial Operating System) to create a structured and scalable high-performance framework for financial advisory practices.
2025-01-0234 min
Advisors CollectiveNot Your Average Dinner Event: How to Engage Top-Tier Prospects### Advisors Collective Podcast: Innovative Prospecting for Top-Tier Clients1. Invest in Marketing Allocate 10-25% of your revenue into marketing efforts such as ads, events, and other strategies to attract qualified prospects. As your revenue grows (e.g., $2M/year), aim closer to the 20% mark to scale effectively.2. The Importance of Prospecting Many advisors focus too heavily on existing client portfolios rather than expanding their client base. Shifting efforts toward acquiring new clients can significantly grow your business.---### Innovative Prospecting Strategies:1. Host Small Exclusive Events
2024-12-1819 min
Advisors Collective10 Points on how to create an unbelievable work-life balance.In this episode of the "Advisors Collective" podcast, host Joshua Mauk delves into the intricate balance of maintaining work-life harmony while continuing to excel in the financial advisory profession. Joshua emphasizes the importance of defining one's priorities, creating a structured schedule, and incorporating personal values such as family, faith, fitness, and friendships into daily life. He outlines a ten-step strategy to enhance productivity without sacrificing personal well-being, aimed at those in demanding financial advisory roles.The discussion emphasizes the critical role of "block scheduling" and the need for setting clear boundaries between work and personal life to...
2024-11-2623 min
Advisors CollectiveMastering Work-Life Balance for Financial Advisors: 10 Essential TipsJoin host Joshua Mauk on the Advisors Collective podcast as he delves into creating a fulfilling work-life balance while excelling in the financial advisory field. Discover Joshua's ten strategies, from defining personal priorities and mastering block scheduling to prioritizing health and incorporating spiritual practices. Learn how setting clear boundaries, utilizing technology mindfully, and investing in family and friendships can enhance productivity and personal satisfaction. Reflect on your practices and adjust regularly to maintain equilibrium. Tune in for valuable insights to enhance your advisory practice and personal well-being.
2024-11-0523 min
Advisors CollectiveThe magic of Google reviewsJoin Joshua Mauk as he highlights the dynamic team of Joe Kochenour and Justin Pierce from Leader Heights Advisory in Pennsylvania. Discover how they've combined old-school charm with new-school tactics to build a thriving financial advisory practice. With discussions on the power of partnership, the importance of Google reviews, and marketing strategies that blend digital innovation with traditional methods, this episode offers valuable insights for financial advisors seeking to grow their practices. Be inspired by their journey from individual advisors to a powerful, cohesive team delivering exceptional client experiences.
2024-10-081h 08
Advisors CollectiveHow Arizona’s legal reforms are shaping the future of the industryJoshua Mauk welcomes Mike Payne, JD, CPA and founder of Boss Advisors, to explore the intersection of tax and legal services for financial advisors. They discuss toolsets and skillsets in client relationships, the benefits of subscription models, and Arizona's progressive business regulations. Tune in to discover strategies for integrating CPA and legal services, the nuances of working remotely, and the importance of deepening professional relationships. Learn how advisors can offer proactive, holistic advice and efficiently scale their businesses.
2024-09-251h 01
Advisors CollectiveHidden wealth secrets of Fixed Indexed AnnuitiesWalker Ham, Senior VP at Financial Independence Group, joins Joshua Mauk to explore the evolving landscape of insurance products, risk management, and the role of IMOs in today’s financial advisory world. They discuss the impact of technology on the industry, the misconceptions about insurance amongst fee-based advisors, and the importance of holistic planning for clients. With insights into fixed indexed annuities, advanced market planning, and industry trends, this episode is a deep dive into how advisors can better serve their clients' diverse needs. Don't miss the engaging dialogue on modern financial strategies and future industry challenges.
2024-09-061h 26
Advisors CollectiveRevamping Financial Advisory for the Digital AgeEpisode three of Advisors Collective, hosted by Joshua Mauk and Annette Mckeown, delves into transforming financial advisory practices through modern tech and marketing. They discuss the pivotal role of digital presence, social media, CRM systems, and automation tools in elevating client satisfaction and business growth. With insights on overcoming compliance challenges, this episode sheds light on effectively engaging older clients and their beneficiaries. Tune in for a practical guide to staying competitive in an evolving industry. Subscribe to Advisors Collective
2024-08-231h 49
Advisors CollectiveTurning Legacy Business into a Goldmine: The Power of AggregationAbout the Guest(s):Scott Leonard is the CEO of Terra Wealth Management with a distinguished career history including roles at Hartford Life, Protective Life, and Lincoln Financial. With 17 years on the wholesale side of the business, Scott brings a wealth of experience and insights into the financial planning and advisory industry.Jeremiah Diamond is a founder and head of mergers and acquisitions at Terra Wealth Management. Having started as an independent financial advisor, Jeremiah is deeply knowledgeable in handling large client portfolios and developing strong, enduring relationships. His background encompasses extensive work in East...
2024-08-051h 46
Advisors CollectiveBreaking Free from the Scarcity Mindset: Building a Wealthy Future Welcome to the inaugural episode of the Advisors Collective Podcast with your host, Joshua Mock, and his special guest, Annette McKeown. This episode is packed with entrepreneurial insights, heartfelt stories, and practical advice, making it an essential listen for financial advisors and business professionals aiming to elevate their careers. Recorded in Annette's charming Indiana coffee shop, the conversation unfolds organically, creating an intimate and engaging listening experience.The episode kicks off with Joshua reflecting on his early entrepreneurial spirit, recounting his days of running an impromptu toll booth and fixing lawnmowers for cash. As the discussion progresses...
2024-07-291h 27
Neuroscientists Talk ShopEpisode 265 -- Michael Mauk, PhDOn August 24, we met with Mike Mauk to talk about the importance of timing in learned movements, and the granularity of the representation of time in the cerebellar cortex. This was Mike's second time on the podcast. We talked to him previously in September, 2008. To listen to that podcast, go to episode 16 of the audio-only podcasts, on Apple Podcasts (https://podcasts.apple.com/us/podcast/neuroscientists-talk-shop/id279181187), or Spotify (https://open.spotify.com/show/0Aq8iLa3MWb1utTzcdI5vp).
Guest:
Michael Mauk, Professor, Department of Neuroscience, University of Texas at Austin.
2023-08-2538 min
What Matters a Joshua Mauk podcastKaty Camus: How to be more self aware and overcome adversitySome people have built themselves to be resilient to adversity, out of necessity for some, and intentionally for others. Today we dove into Katy's story of love, children, tragedy in becoming widow and how she built a tribe around her to help through all the hard times. Through becoming more self aware she built a solid foundation in the 5 F's and is living a fulfilling life with happiness!!
2021-09-111h 26
Financial Confidence a Joshua Mauk podcastEpisode 10: How to Automate your FINHow do you automate your retirement planning? Do we sometimes have our confidence misplaced in what we think we know?
2021-09-0833 min
What Matters a Joshua Mauk podcastChucky Gregory: Business owner since 19 goes E-commerce in a big way!Is entrepreneurship like a thread that moves through your life, this man has been self employed since 19 and now at 30 is really hitting stride with his newest and amazing product. If you want to learn some real tips on business and e-commerce, don't miss this episode.
Instagram: earlybird_founder
Website: https://www.clubearlybird.com/pages/go?WickedSource=Instagram&WickedID=Bio
2021-08-2759 min
Financial Confidence a Joshua Mauk podcastEpisode 9: Asset Allocation #2What's the difference between risk tolerance and risk capacity?
2021-08-2535 minWhat Matters a Joshua Mauk podcastJohn Puritz: How a Drummer became a Financial AdvisorI believe entrepreneurship is a trait that everyone wants to have but few let that fire burn hot enough to change their lives. Sometimes like in the case of John Puritz, something happens that causes us to change the direction of our lives in a split decision. From high school music teacher to financially independent advisor in the money education business this is a story of entrepreneurship like few others!
2021-08-201h 12Financial Confidence a Joshua Mauk podcastEpisode 8: Asset Allocation?What is Asset Allocation, and what are all the types of Mutual funds and Bonds?
2021-08-1840 minWhat Matters a Joshua Mauk podcastSmalltown Coffee Co: Annette McKeown & Elizabeth SteelHear the great story about how these two friends became business partners and hashed out a plan to start their own coffee company. A company with fair trade to farmers, great coffee to customers and community to a midwest town. Coffee has become commercialized and locations are just a place people go to work on their computers, Smalltown is a little of that, but in my opinion so much more. A place to experience community, meet new people, and enjoy this life with friends and family.
2021-08-131h 06Financial Confidence a Joshua Mauk podcastEpisode 7: Why invest with professional management?What types of investments exist, that provide professional money managers to pick what stocks, bonds, real estate should be purchased? Today we talk mutual funds, managed accounts, annuities, REITS, schedule a time on my website to talk about what's right for you! https://www.joshuamauk.com
2021-08-1130 minWhat Matters a Joshua Mauk podcastAlex Maldonado: How a skater became a financial advisor and barbershop ownerA childhood split between two very different cultures, small town for school and urban living for the summer made this guy the most inclusive person I know. In a time where division is created by trying to force inclusion, this story shows how we find these things slowly.
2021-08-061h 02Financial Confidence a Joshua Mauk podcastEpisode 6: Your Offense Strategy!There are 5 levels to your financial independence journey and unlike "Mario" we don't get resets!! Today we talk building your financial house from the ground up, and how to build a strategic plan to win with your money!
2021-08-0437 minWhat Matters a Joshua Mauk podcastJason Hayes: From Athlete to Jet PilotWhat would it be like if you dad was your Principal in school and mom was a teacher? Sports, Marines, F18 pilot, Wife and Kids, Private Jet pilot to a Billionaire and broker sales for jets. Amazing where a competitive nature can take someone in life!!
2021-07-301h 15Financial Confidence a Joshua Mauk podcastEpisode 5: Good Debt or Bad Debt??What is the difference between good debt and bad debt? If you have bad debt, today I explain the fastest way to get rid of it once and for all!!
2021-07-2838 minWhat Matters a Joshua Mauk podcastAlex Nickla Master RealtorHis amazing story of High School to becoming a top 10 realtor team and building a great life. Another example of building a brand, family, faith, and how to hold it all together from a Northwest Indiana hero!! Instagram: @thenicklagroup @alexnickla
2021-07-231h 10Financial Confidence a Joshua Mauk podcastEpisode 4: Insurance, the big 4What are the types of insurances that I really need? We take a quick dive into the big 4 and what types to own and how to shop for them. For quotes on Term Life insurance take my "insurance quiz" in this link: https://linktr.ee/joshuamauk For Auto, Home, Umbrella email me and ask for a quote: coach@joshuamauk.com
2021-07-2140 minWhat Matters a Joshua Mauk podcastBrad Hasse: The Well-Balanced ManThe 5 F's are important, some people work really hard to try and keep them all spinning, this guy is the example we all need! Hear Brad's amazing story from high school, Army Ranger, to police officer, husband and father and how life is all about just making it all work when we do things "on purpose." Find Brad on social media or listen to his podcast here: Insta: Raisethebar or rtbstrength_brad_hasse and podcast: The Junior Classics
2021-07-161h 00Financial Confidence a Joshua Mauk podcastEpisode 3: Emergency Fund implementationWhat's a strategy that works for most families and ensures to decrease my risk and increase my confidence in our finances? Building a proper emergency fund and how much should be in it, is the topic of episode 3.
2021-07-1429 minFinancial Confidence a Joshua Mauk podcastEpisode 2: Budgets & Emergency fundsHow do you build a budget that really works? When do you start putting money to an emergency fund and how much is enough?
2021-07-0738 minFinancial Confidence a Joshua Mauk podcastEpisode 1: Fundamentals of the Financial HouseWhat is the foundation of a sound financial house? How to ensure your foundation is dialed in and setup to be strong for a lifetime!
2021-06-3028 minWhat Matters a Joshua Mauk podcastSeth Besse Fitness ExpertToday I interview Seth Besse, and we discuss a ton of topics with a lot of laughs. The massive importance of fitness, how he started his career as a personal trainer, different training styles and overall a great and fun conversation.
2021-06-3058 min