The Financial Advisor Authority Podcast

Ep. 27: Beyond the Book: How Financial Advisors Can Use Their Manuscript to Supercharge Marketing

In this episode, we will talk about one of the best-kept secrets in content marketing: how to take your book’s manuscript and transform it into a series of valuable marketing content. If you’ve ever wondered how to get more mileage out of your book, this episode is for you. 

Ep. 26: Relationship Mastery: Tips for Financial Advisors to Retain Long-Term Clients

In this episode, we're focusing on one of the most critical aspects of a successful financial advisory business: client relationships. Building and maintaining strong client relationships is essential for long-term success, client retention, and generating referrals. We'll explore tips and strategies to help you nurture client relationships and ensure your clients remain loyal advocates. 

Ep. 5 The Written Advantage: Success Stories from Financial Advisor Authors - Matthew P. Jarvis

This series inspires and motivates independent financial advisors and financial planners who want to write and publish lead-generation books. I’m excited to introduce a very special guest, Matthew P. Jarvis, CFP® and ChFC. 

Matthew is the author of, Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice.  His intense focus on delivering the most value possible to clients, and spending quality time outside of the office with his family, all while being highly profitable in these pursuits, has catapulted Matthew Jarvis into the global league of extraordinary advisors.  

Today, Matthew Jarvis is one of the most sought-after public speakers in the financial industry for his, albeit controversial, no-nonsense tactics to systemize policies to maximize efficiency. As a co-founder of "The Perfect RIA," Matthew co-hosts the most prominent podcast for financial advisors by financial advisors.  With over one million downloads, The Perfect RIA podcast and coaching platform have revolutionized the antiquated methodology historically used in the industry by exposing vulnerabilities, promoting open collaboration, and holding experts and peers accountable.  

If you’re a financial advisor or financial planner and have wondered about what it takes to write a book, you’ll love this episode!

 

Interview on YouTube: https://youtu.be/aKbqKBGROMU?si=FrPaEvmCKczs5pc_

Website: https://www.jarvisfinancial.com/

Book: https://amzn.to/4hdfTiu

Podcast: https://podcasts.apple.com/us/podcast/the-perfect-ria/id1358988073

Ep. 25: Creating a Book Launch that Sells: Tips for Financial Advisors

Planning on writing and publishing a book? In this episode, I talk about a crucial aspect of book publishing that can make or break your success: the book launch. Launching your book effectively can create buzz, attract attention, and establish you as an authority in your field. We'll explore tips and strategies to help you plan and execute a successful book launch event that maximizes your book's impact. 

Ep. 4 The Written Advantage: Success Stories from Financial Advisor Authors - Dan Cuprill

This series is to inspire and motivate independent financial advisors and financial planners who want to write and publish their own lead-generation book. My guest for this episode is Dan Cuprill. 

Dan is the author of several books, which include, "Advisor Architect: Building the Practice You Always Wanted," "Defuse: 7 Steps to Protecting Your 401K from the Ticking Tax Time Bomb," "Renegade Advisor: Surviving in the Age of Amazon," "Advisor Voodoo: Mastering the Dark Arts of Practice Management," "Suddenly Single: A Widow’s Guide to Secure Retirement," and "Suddenly Single: A Divorced Woman’s Guide to a Secure Financial Future."

A leader in the financial service industry, Dan is a prolific writer and communicator. He’s been featured in The Wall Street Journal, Investors Business Daily, USA Today, and The Cincinnati Enquirer. If you’re a financial advisor or financial planner and have wondered about what it takes to write a book, you’ll love this episode!

 

Links to discover more about Dan Cuprill:

Websites:

https://moneyandclarity.com/
https://www.advisorpreneur.io/advisorpreneur

Podcast:
https://profitableadvisor.libsyn.com/

Book:

https://amzn.to/47FGFfa

 

Ep. 24: Dump Procrastination: How Financial Advisors Can Finally Write That Book

This episode focuses on the challenges many financial advisors face when embarking on the journey of writing a lead-generation book: procrastination and writer's block. These obstacles can be daunting, but with the right strategies, you can overcome them and successfully create a book that establishes your authority and attracts new clients. 

Ep. 23: The Art of Storytelling for Financial Advisors

In today's episode, we're diving into a powerful tool often overlooked by financial advisors: storytelling. Stories have the remarkable ability to captivate, engage, and connect with your audience on a deeper level. So, let's explore how independent financial advisors can leverage the power of storytelling to enhance their marketing efforts and build stronger connections with their audience.

Ep. 3 The Written Advantage: Success Stories from Financial Advisor Authors - Deb Meyer

This new series is to inspire and motivate independent financial advisors and financial planners who want to write and publish their own lead-generation book. I have another great guest, Deb Meyer, who is a Family Finance Expert. She’s the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder & lead advisor of WorthyNest®, a fiduciary, fee-only wealth management firm that guides Christian and Catholic parents through important financial decisions.

Deb is a Kiplinger contributor and has been featured in The Wall Street Journal, Forbes, and CNN Business among other online publications and podcasts. Deb has used her book in different ways to promote her expertise and leverage it for her online publications and podcasts. If you’re a financial advisor or financial planner and have wondered about what it takes to write a book, you’ll love this episode!

 

Check out Deb's website: https://www.worthynest.com/

Deb's book, Redefining Family Wealth