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 …

Election 2024: Mastering Political Conversations with Clients

In this episode of Ready, Set, Grow Podcast, financial advisor Abe Ashton shares his insights on navigating politics in the office and with clients. Abe highlights the need to be authentic and sincere, while also being mindful not to offend or distance clients. He shares how to steer conversations …

The Future of Social Security & Retirement Planning with PlanGap CEO David Duley

In this episode of Ready, Set, Grow Podcast, we dive into the critical role of Social Security planning in retirement. Our guest and PlanGap CEO David Duley, shares valuable insights on how advisors can use the Social Security Risk Score Analyzer to evaluate clients' risk exposure and prepare for p…

Stock Market Crash: How Financial Advisors Should Communicate with Clients During Market Volatility

In this episode of Ready, Set, Grow Podcast, we talk about the recent market volatility and how financial advisors should communicate with their clients during times of volatility. We’ll dive into the VIX, what that index indicates, and how advisors can position that with clients. We’ll discuss ho…

How To Get The Most Out Of Your TV Advertising Budget

Having a television show or commercial that jumps off the screen is a good start, but real success when buying TV spots comes from running the numbers off camera. Impact Partnership media director Robert Bacik joins Ready, Set, Grow and talks about the importance of spending dollars in the right pl…

How Advisors Can Sell With Stories

Randy Cook serves as Director of Radio Programming for Impact Partnership and has decades of experience on the microphone. In this episode of “Ready, Set, Grow,” he coaches financial advisors on ways to make themselves relatable to an audience that they may have never met. Knowing the numbers and t…