Ep 06: Best Practices for a Better First Appointment

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01/08/19 • 46 min

In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an Advisor Elevation freebie! This episode is all about differentiating yourself in that first appointment, and you cannot afford to miss it.

Previous Episode

Ep 05: The Best Strategies to Market a Financial Practice with Mark Mersman

In this episode of Advisor Elevation, Matt is joined by Mark Mersman. Mark is the host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Mark and Matt have an entertaining discussion surrounding the in’s and out’s of marketing a financial practice. Mark will share some of the best and worst things an advisor could do in the world of marketing, as well as reveal how you can evaluate the credibility of your next marketing effort. Mark will spend time exploring the dynamics of creating and promoting a true “referral culture” and even goes as far as explaining exactly what he would do (marketing-wise) if he was to start a practice from scratch tomorrow. If you care about marketing, this is a must listen episode!

Next Episode

Ep 07: Building a Life By Design, Not By Default with Chris Yonker

In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver on what you need to hear, not what you want to hear and as Chris says “None of this has to be hard”. For all Advisor Elevation listeners, Chris also offers up a complimentary guide that walks through his process. Be sure to tune into this episode that you cannot afford to miss!