Emerging Advisor Podcast
Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
Ep 10: Overcoming the Challenges Currently Facing Advisors
The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-10-overcoming-the-challenges-currently-facing-advisors/
About our guest: https://www.logictrac.net/
What we discuss on this episode:
1:38 – Background on how we met Bill
3:07 – Bill’s professional background
5:13 – LogicTrac
10:15 – 3 different closes to be used
13:38 – Power of professional relationships
20:09 – Scott shares a story about a great client referral
22:37 – Positive approach
25:32 – If you want to learn more about this process
February 25, 2021
February 11, 2021
December 3, 2020
November 23, 2020
October 15, 2020
September 10, 2020
February 6, 2020
January 23, 2020
October 14, 2019
October 1, 2019
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February 25, 2021
Ep 10: Overcoming the Challenges Currently Facing Advisors
The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
Listen
February 11, 2021
Ep 9: What We’ve Learned from Teaching Virtual Classes
The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
Listen
December 3, 2020
Ep 8: Embracing New Technologies & Processes with Don Anders
In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business.
Listen
November 23, 2020
Ep 7: Finishing Out 2020 & Planning for the New Year
In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business.
Listen
October 15, 2020
Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®
Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
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September 10, 2020
Ep 5: Running Your Practice Virtually
Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
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February 6, 2020
Ep 4: Get Results Using the 3 Ms of Marketing
Developing a plan for driving new clients to the business can be a challenging and frustrating process but it doesn’t have to be. Marketing can be separated out into three pieces – the 3 M’s – and when those are all working together, results will follow. Today we’ll explore this strategy and share examples of how Scott applies this to the business.
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January 23, 2020
Ep 3: Setting a Profit Target for Your Business
Do you have a profit first mentality when it comes to your business? If not, now is the time to start shifting your thinking. Today we’re going to explain why profit needs to be your ultimate measurement of success and how you can utilize a profit target to get to keep your goals on target.
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October 14, 2019
Ep 2: Putting Together the Ultimate Practice Blueprint
The key to success for any business is creating a gameplan, implementing the steps, and following through with consistency. That’s no different for advisors and we’ve put together our Ultimate Practice Blueprint that gives you the map to generating and maintaining a successful business. We’ll use this episode to share that blueprint and how we developed it.
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October 11, 2019
Ep 1: The Genesis Story Behind Emerging Advisors
Before we really get going on this podcast, we wanted to take a little time to share our journey so far and how we got to this point. On this first episode, Scott and Sean will share the story on how they met and formed this business, the mission of the company, and what they hope people will get out of the show.
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