Want More Time Freedom? Here’s How Financial Advisors Can Scale Successfully

In this episode of Ready, Set, Grow, we dive into key strategies for financial advisors looking to grow and scale their practices effectively. We break down the difference between growth and scaling, and why building a strong, cohesive team is essential to achieving time freedom. From hiring for cu…

Q1 Marketing Strategies for Financial Advisors: How to Start the Year Strong

In this episode of Ready, Set, Grow, we discuss powerful marketing strategies for financial advisors to help you stand out and grow your practice. From planning for Q1 to leveraging tax season and political changes, we cover diverse approaches that will keep you ahead of the curve. We also share in…

Planning for 2024? Maintain Momentum with Data-Driven Decisions

In this episode of Ready, Set, Grow Podcast, we encourage financial advisors to take a step back and reflect on the past year to fuel their planning for the upcoming one. We discuss how maintaining momentum during the holiday season is crucial and offer creative event ideas to engage clients as the…

Election Season Survival Guide for Financial Advisors: Retain Clients & Grow!

In this episode of Ready Set Grow, we dive into why financial advisors need to stay adaptable, especially with election season around the corner. We talk about how proactive marketing and clear communication can help you stand out and keep your clients engaged. We’ll also break down why thought lea…

Financial Advisors: How Year-End Policy Reviews Can Save Client Relationships!

In this episode of the Ready, Set, Grow podcast, Drew and Chris dive into why year-end policy reviews are a must for financial advisors. They focus on the importance of engaging with clients, especially when it comes to older life insurance policies that might no longer fit their needs. With surpr…

Proactive Planning & Marketing Tips for Financial Advisors

In this episode, Certified Financial Planner Mike Douglas delves into the importance for financial advisors to develop a robust annual strategy that integrates team dynamics and innovative marketing approaches. Douglas offers valuable insights on the pivotal role of analyzing past events to inform …

Tax Changes Are Coming – What Financial Advisors Need to Know

On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead. From tackl…

Level Up Your Follow Up: After the Seminar Tips for Financial Advisors

In this episode, we dive into the essential steps for turning seminar attendees into booked appointments. We’ll break down how to effectively follow up by gathering the right data at your event and personalizing your approach for each attendee. Whether they booked an appointment, showed up but didn…

Financial Advisors: Elevate Your Next Seminar with These Simple Tips

In this episode of Ready, Set, Grow Podcast, we dive into proven strategies for hosting a successful dinner seminar. From the moment guests arrive, we'll show you how to engage them with pre-seminar videos, custom playlists, and an immersive atmosphere. Learn how to make your presentation interacti…

Maximize Your Seminar Success: Top Tips to Boost Client Conversions

In this episode of Ready, Set, Grow, Advisor CMO Michael Poirot and co-host Chris Swan break down how to effectively generate business through dinner seminars while avoiding common pitfalls. Learn why a fine-tuned direct mail list is crucial for reaching your ideal audience and how the right venue …