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The Advisor Advancement Podcast Network

May 30, 2019

In this episode of Advisor Skinny, Mike Walters explains the action 80% rollout, a technique that can be used to combat procrastination and improve accuracy. This method will assist professionals of any practice in saving time and allowing them to focus on action and results.

May 24, 2019

In this episode of Advisor Skinny, Mike Walters discusses mastering the subconscious concept of psycho-cybernetics. An important factor to consider in the hiring process, psycho-cybernetics relates to an individual's "programming." When you hire a new employee, you are also hiring this programming. Mike also encourages...

Advisor Elevation Ep 08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

May 24, 2019

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice...

May 22, 2019

In this episode of 16 Ways from Sunday, Mark Mersman interviews Sangram Vajre, co-founder and Chief Evangelist of Terminus. As you’ll quickly uncover, Sangram is a marketing thought leader. He is the author of Account-Based Marketing for Dummies and is the mastermind behind the #FlipMyFunnel community.

In this...

May 21, 2019

On this episode of UnNiched, Terri Spath and Tiana Brenneise, truly embody the UnNiched concept. Terri and Tiana work for Sierra Investment Management, the parent company of Ocean Park Asset Management. Terri is Sierra Ocean Park’s chief investment officer and Tiana is Sierra’s national account manager. Sierra Ocean...