Featured image for “Ep 10: Overcoming the Challenges Currently Facing Advisors”
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.
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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.
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February 1, 2021

February 2021

No excerpt
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Featured image for “Newsletter January 2021: Business Builder”
January 5, 2021

Newsletter January 2021: Business Builder

Dan Kennedy once said, “Wealth can be based on many different things…but most wealth is fueled by a reliable, effective marketing apparatus, system, and plan.” This has been and continues to be the premise of Emerging Advisor. For without people to share your message with, what then is the point of your message?
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January 5, 2021

Advisor to Advisor: Monthly Webinar Recap

In last month’s webinar, we featured a special guest Jennifer Dougan, Owner, Elevated Retirement Group; Marketing Coordinator, Elevated Retirement Group; and former Retirement Elevated manager. The webinar focused on Jennifer’s 5 strategies for “Planning a Successful 2021.”
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January 5, 2021

New Year, New Theme, Massive Productivity Gains

Here we are, at the outset of another year. Each New Year is full of promise, hope, and maybe even a bit of fear of the unknown. While we all share the same mixture of feelings, we all would like this year to be our best year somehow. So how can we do our best to start 2021 in the right mindset for growth? My best advice is to choose a theme.
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January 1, 2021

January 2021

No excerpt
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Featured image for “Ep 8: Embracing New Technologies & Processes with Don Anders”
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.
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Featured image for “Newsletter December 2020: Business Builder”
December 2, 2020

Newsletter December 2020: Business Builder

Having a practice capable of operating like a well-oiled machine is crucial to your success but it isn’t enough if you don’t have sufficient numbers of people eager to receive your advice!
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Featured image for “Create Your Own Stimulus!”
December 2, 2020

Create Your Own Stimulus!

The pandemic rages on, lockdowns are being announced all over the country, and jobs are being threatened again. Meanwhile, the government can’t seem to come together on the next round of stimulus. But why wait for them?
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