Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth
0.75x 1x 1.25x 1.5x 2x 0:000:36:56 Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to […]
Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth
In recent years, volatile financial markets have had a profound impact on asset levels, leaving many financial advisors struggling to attract new business. Even with this year’s market rebound, asset levels in numerous practices remain stagnant, barely surpassing levels from years ago.
Join your hosts, Rob Brown and Phil Calandra, as they delve into the world of financial planning and investment management and unveil the four key steps that hold the power to turbocharge the growth of your assets under management (AUM). As a financial professional, you know that managing and expanding assets is the cornerstone of your success in the industry.
Embrace Change & Unlock New Success
I’ve been thinking about the importance of change lately. How sometimes, in order to achieve remarkable results, we need to be open to trying new things. Embracing the unfamiliar. After all, even small changes can produce huge results. And it’s easy to fall into the trap of sticking to what we know, even when it’s […]
The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum)
0.75x 1x 1.25x 1.5x 2x 0:000:25:01 The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both […]
The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum)
Join us for an engaging episode as we delve into the incredible story of Joe Apfelbaum, the CEO & Founder of Ajax Union, a renowned B2B Digital Marketing Agency based in Brooklyn. Joe is a seasoned business strategist, LinkedIn expert, and Certified Google Trainer, bringing a wealth of knowledge to our discussion.
In this episode, we explore the surprising connection between AI and networking, unveiling the key pillars of AI-driven networking and its revolutionary impact on connectivity.
Build a Networking Mindset and Expand Your Sphere of Influence
Networking and creating connections are paramount for success in the competitive world of business. Embracing a networking mindset helps you uncovers new opportunities and enhances your influence. Listen to the latest episode of the Truest Fan Podcast, where we delve into the significance of connections and why focusing on what you can give should come before thinking about what you might get.
We explore how adopting a networking mindset will help empower you to accomplish your most important goals. We also share practical ways to enhance your networking skills, including Michael’s Four Dimensions of Networking and Daily Fight Plan. These strategies cultivate valuable relationships that fuel business growth.
Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg)
0.75x 1x 1.25x 1.5x 2x 0:000:33:47 Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWelcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights […]
The Power of Advocacy
Advocacy can take many forms, from personal conversations to social media campaigns to networking in your community. But no matter the strategy, the keys to successful advocacy are planning and consistency. You must regularly share your message. And you need to let your advocates know that you’re looking for new opportunities.
In its simplest form, advocacy is a process for turning clients, centers of influence (COIs) and other influencers into promoters of you and your business. Advocacy, done well, leads to a more steady flow of referrals and introductions.
The Power of Advocacy (Hosted by Rob Brown and Phil Calandra)
0.75x 1x 1.25x 1.5x 2x 0:000:20:47 The Power of Advocacy (Hosted by Rob Brown and Phil Calandra) Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this week’s episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, are here to discuss the […]
Inspiring Your Team through the Power of Leadership
As a business leader, you may not always be the one handling client inquiries and concerns – that’s where your team comes in. So, when they feel overwhelmed by these challenges, it’s up to you to step up and provide strong leadership.
Remember, your team’s reaction to challenging times is heavily influenced by how you respond.
When you appreciate and value your team, it motivates them to do their best and work towards achieving success. That’s why practices like daily scrums and leadership by walking around can make a big difference in strengthening teamwork and overall business operations.