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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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Stephen Oliver's Financial Advisor Marketing Podcasts offers a wide variety of marketing tools for business professionals.
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For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof?
50:42
In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…
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54 - Advanced 1031 Like-Kind Exchange Real Estate Strategies Everyone Should Know With Michael Scherer
42:13
1:42 Michael Scherer, tell me a bit about your company and how did you get to where you are today? 2:40 What makes 1031's so complex? Tell us more about that. 3:31 There are certain little tips and tricks that I like to throw out there around 1031 exchanges that people can get trapped in 4:35 There are certain states that don't necessarily recogniz…
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In this podcast episode, I welcome a special guest my older brother, Gabe McManus. Gabe joined our team as a book coach this year, bringing his deep passion for personal finance and his unique background in theater and editing to help financial advisors craft compelling narratives for their books. This episode dives into Gabe’s journey from an avid…
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On this week’s episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today’s episode is constraints within your business and how to identify and overcome them to achieve sustainable growth. The post Identifying…
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4:04 Rob Nixon - who coaches accounting firms 6:44 Where are the offices of TOA Global? How did you decide where to put offices? 10:10 In Entrepreneurs' Organization (EO), you can only give advice if you've actually lived that experience before - good or bad. But you cannot give advice if you've never done it. 10:21 With outsourced functions, what …
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For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In!
30:50
In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…
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52 - How to Thrive as an Entrepreneur While Full-Time RVing, Homeschooling, and Going Fully Virtual
49:37
2:33 Tell us a bit about your firm and how you got to where you are. 3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm? 5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it? 7:18 You said you fell in love with…
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For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ...
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In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…
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065: Insights from "The Short Book Formula (Second Edition): A Financial Professional's Guide to Writing a Book in 6 Weeks to Attract Ideal Clients" by Paul G McManus
18:10
Can financial professionals become go-to experts without resorting to hard-sell tactics? Tune in as we uncover the secrets behind Paul G. McManus’s short book formula, a strategy that has generated over $100 million in revenue. We'll discuss how keeping your book concise, writing in plain English, and targeting a specific niche can transform your f…
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The Proven Systems that Scale Your Business with Jon Kuttin
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Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his The post The Proven Systems that Sc…
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51 - How to Find An Amazing Tax Advisor and Save $100k Plus in Taxes Per Year | Sponsored by TaxPlanIQ
48:07
Joining us today on The Concierge CPA Podcast is someone truly special, Shauna A. Wekherlien, famously known as ‘The Tax Goddess’. Shauna is a top 1% tax strategist in the United States and the founder of Tax Goddess Business Services, PC, established in 2004. With 24 years of experience, she has saved her clients over $1.47 billion in taxes using …
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064:Turning Sunshine into Savings: Solar Tax Credits and Investment Strategies with Jesse Raynes
33:59
In this podcast episode, I welcome Jesse Raynes, managing partner of Inception Financial, to discuss the often misunderstood world of solar tax credits. This episode provides valuable insights into an often-overlooked tax strategy, showcasing Jesse's innovative approach to helping clients reduce their tax liability using solar tax credits. It also …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Ben Glass No BS Time Management For Entrepreneurs * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to …
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Effective Selling with Stephen Oliver and Dan Solin, author of ASK
1:08:42
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Dan Solin Effective Selling with Dan Solin, author of ASK * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subsc…
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In this new episode of The Concierge CPA Podcast, Dr. Jackie Meyer welcomes Paul G. McManus, Founder of More Clients, More Fun. Paul is an expert in book publishing and shares insights on how to publish a book in as little as six weeks or even a weekend, which he has done himself. Paul explains that his company focuses on helping financial professi…
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Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book
53:54
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Paul G. McManus Stephen Oliver and Paul G. McManus talk LinkedIn, Building Authority, and Why to have your own book * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: ht…
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In this podcast episode, I welcome back Paavan Kotini, author of "Effortless Wealth: The SWAN Approach to Unlocking Wealth for Busy Professionals". Paavan shares his journey of writing and publishing his first book, and reveals the innovative ways he's leveraged it to grow his business. Paavan's Journey Book Writing Process: Paavan discusses how wo…
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Practice Management Secrets from the Top Producers
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Grant Hicks Effective Practice Management - Lessons from the Top Advisors with Grant Hicks. Practice Management Secrets from the Top Producers - What's Working RIGHT now for Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery…
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The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman
36:51
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation. On Part 2, we shift into the neuroscience behind motivation, emphasizing The post The Type Two …
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Niche Marketing Done Right for Financial Advisors
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg moody Niche Marketing Done Right for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latest…
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Be a BadAss Millionaire - Key Marketing and Positioning Lessons for Advisors
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1:05:32
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael McClean Be a BadAss Millionaire with Michael McClean - Key Marketing and Positioning Lessons for Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: h…
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The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman
24:57
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation. Mike introduces his concept of "type two fun", which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that …
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In this podcast episode, I welcome Evan Mayer, CEO and founder of Fortuna Wealth Management and host of the "For Advisors by Advisors" podcast. Evan shares his journey from the bank channel to independent financial advising, and offers insights on podcasting, advisor success, and the value of continuous improvement in the financial services industr…
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Be a Maverick Advisor - Carving Out a Unique Position for Yourself.
1:02:02
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Greg Moody and Mindi Godfrey Be a Maverick Advisor - Carving Out a Unique Position for Yourself. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealth…
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In this episode of The Million Dollar Producer Show, I welcome Tom Schwab, author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy and founder and CEO of Interview Valet. Tom shares his insights on leveraging guest podcasting as a powerful tool for building authority and growing your business. Tom's Journey: From Engi…
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Magnetic Marketing Principles for Financial Advisors
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Darcy Juarez Magnetic Marketing Principles for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/…
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In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm. Frank's Journey: From Financial Services to Consulting Career Beginnings: H…
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For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ...
20:30
In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Angela York Targeting Your Ideal Prospects for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/…
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Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin
37:47
This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast! Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade The post Featured Podcast: …
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Today’s new episode of The Concierge CPA for accountants, tax advisor, and entrepreneurs features Jackie Meyer and Gaynor Hardy Meilke debriefing from Scaling New Heights 2024. This episode is sponsored by Business Benefits Consultants lead by David Podell. Gaynor shares practical marketing tips for advisors and accountants along with her journey f…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Elyse Stoner Effective Events for Financial Advisors. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe…
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059: The Authority Advantage: Mike Saunders on Transforming Financial Advisors into Industry Thought Leaders
30:58
In this episode I welcome Mike Saunders, the author of Authority Positioning for Financial Professionals, to explore the concept of authority marketing and how it can significantly impact financial advisors' success. Mike's Journey: From Financial Services to Authority Positioning Career Beginnings: Began his career in the financial services field,…
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For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly!
23:27
In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and H.Adam Holt of Asset+Map The Rethink the Financial Advisor Podcast. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts…
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Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction…
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In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mike Vance Disney Approach to Wow Clients * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or subscribe to our podc…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Mindi Godfrey Financial Advisor Marketing Live Events Effective * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/ Or…
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Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your The post The Language of Referr…
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Effective Facebook & LinkedIn Marketing for Financial Advisors
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Financial Advisor Marketing Podcast with hosts Stephen Oliver, Kate Gaudet and Tanner Stolte Effective Facebook & LinkedIn Marketing for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmast…
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057: Why Every Advisor Should Discuss Disability Insurance, A Conversation with Michael Sir and Carter Kowalski
29:45
In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …
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For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth!
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In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…
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056: Supercharged Cash Balance Plans: A Powerful Tax Control Tool for Business Owners with Bruce Gendein
31:00
In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Travis Lee of 3D Mail Effective and Unique Direct Mail for Financial Advisors * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/late…
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055: Unlocking the Affluent Business Owner Market with Value Acceleration: Insights from Casey Clark
33:06
In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …
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In this exciting episode of The Concierge CPA, host Jackie Meyer invites Alton Bell to the show. Alton, a successful entrepreneur and top coaching student, shares his expertise as a user of TaxPlanIQ software. Together with his sister Andrea, Alton co-founded Bell Tax Accountants and Advisors, a highly regarded firm in Chicago that focuses on provi…
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Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients. The post The Language of Ref…
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Why Advisors should have their own book - Paperback Expert Michael DeLon Joins Stephen Oliver
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Financial Advisor Marketing Podcast with hosts Stephen Oliver and Michael DeLon Paperback Expert Michael DeLon - Joins Stephen Oliver - Why Advisors should have their own book. * * * * * Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com More marketing financial advisor podcasts can be found here: http…
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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model
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In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…
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