074:The Virtual FA Series™: Bryan & Shannon Miles on How to Create an Award-Winning Culture without a Physical Office
04/30/20 • 85 min
In today’s episode of The Virtual Financial Advisor SeriesTM Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017.
Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work.
Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm.
Here are just a few highlights of what we get into:
- #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24]
- #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33]
- #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35]
FREE GIFTS
- Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore
- Get FREE Access to The BELAY Guide to Working From Home
- Visit BradleyJohnson.com/74 to claim your gifts!
JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP
If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit BradleyJohnson.com/virtualadvisor
SHOW NOTES
To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/74
In today’s episode of The Virtual Financial Advisor SeriesTM Bryan and Shannon Miles join the podcast. Bryan and Shannon are the founders of BELAY, an organization that specializes in providing virtual assistants, bookkeepers, and web specialists to help companies grow. With over 1,100 team members across the United States and no offices (even before the COVID-19 pandemic), BELAY has won a number of major awards for company culture, including Entrepreneur’s award for Top Company Culture in 2017.
Bryan is also the author of Virtual Culture: The Way We Work Doesn’t Work Anymore, a manifesto championing remote work and respecting employees to retain incredible talent and create a forward-thinking culture that embraces the future of work.
Today, Bryan and Shannon are here to talk about what it means to create and maintain company culture in a virtual workplace. The insights from this conversation couldn’t possibly be more timely - especially if you’re an advisor struggling to make sense of the transition from an on-site, brick-and-mortar operation to an all-virtual, all-remote firm.
Here are just a few highlights of what we get into:
- #1: How you can create a culture of accountability and ensure that work is getting done in a 100% virtual work environment - and the proven framework Bryan and Shannon have been using to do this for years, via Zoom. [15:24]
- #2: Why it’s so easy for business owners to come across as tone deaf in their messaging during the COVID-19 pandemic - and how to tailor your messaging to provide value, cut through the noise, and change only where your conversation happens - not your value proposition. [36:33]
- #3: What financial advisors should know about working with business owners (like Bryan & Shannon) and what their family office did to show up differently for them during this time. [41:35]
FREE GIFTS
- Get a FREE Autographed Copy of Bryan Miles' Book, Virtual Culture: The Way We Work Doesn’t Work Anymore
- Get FREE Access to The BELAY Guide to Working From Home
- Visit BradleyJohnson.com/74 to claim your gifts!
JOIN THE VIRTUAL ADVISOR FACEBOOK GROUP
If you'd like to learn how to take your advisory practice from bricks & mortar to digital, join our private Facebook community that is made up of hundreds of financial advisors, just like you. Visit BradleyJohnson.com/virtualadvisor
SHOW NOTES
To get access to today's show notes, including free offers, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/74
Previous Episode
073: The Virtual FA Series™: Phillip Stutts on Marketing Your Business During COVID-19
Hey Blueprint listeners, hopefully, quarantine life is treating you well and you and your loved ones are safe and sound. I’ve been safely working from home for almost a month with the whole Johnson crew and the good news is that the podcast can go on, even if my podcasting studio is currently a spare bedroom 😊
Today I’m excited to announce a brand new series on The Elite Advisor Blueprint podcast. Times like this call for those that can offer a helping hand to step up and I want to serve all of you (even more) that have helped me build this show from the ground up and have been kind enough to listen in over the years.
So, I’m starting The Virtual Financial Advisor SeriesTM which will be episodes coming to you directly here on the show, just more frequently where I bring on experts that can help us all navigate the jump from bricks and mortar to the 100% virtual world we are all trying to serve our clients in now. I’m also going to begin live streaming interviews as they happen so you all can gain access to them immediately and don’t have to wait for editing or production as time is of the essence during these COVID-19 times we are all living in. If you’d like to join the Virtual Advisor community, you can do that at www.bradleyjohnson.com/virtualadvisor.
So with that... today’s episode is the first of our official Virtual Financial Advisor SeriesTM and it’s a timely one... In today’s conversation, Phillip Stutts returns to the podcast with a groundbreaking study on consumer behavior post COVID-19! I don’t know that I’ve ever asked more questions in a podcast interview, as this data was fascinating and applies to all of you advisors out there trying to adapt and connect with prospects right now.
For those who may have missed last year’s conversation with Phillip, he’s one of the masterminds behind the curtain of political marketing...
Phillip is the best-selling author of Fire Them Now: The 7 Lies Digital Marketers Sell, has worked with multiple Fortune 200 companies, has over two decades of experience working on campaigns with billions of dollars in political ad spend, and contributed to thousands of election victories, including U.S. President George W. Bush, among others.
Most recently he’s guested on ESPN, James Altucher and Gary Vaynerchuck’s shows, and had a conversation with billionaire Mark Cuban to share this same data.
Today, Phillip is here to share groundbreaking COVID-19 Market Research that sheds light on the psychology behind how consumers are thinking during the pandemic. This data will change how you market as a financial advisor.
FREE GIFT
Get a FREE Copy of Phillip's 30-Page COVID-19 Market Research Study by visiting BradleyJohnson.com/73
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/73
Next Episode
075: The Virtual FA Series™: Joshua B. Lee on How Financial Advisors Can Leverage LinkedIn to Connect with Ideal Clients
In today’s episode of The Virtual Financial Advisor SeriesTM,” I’m speaking with Joshua B. Lee. Joshua is a strategic growth coach, helping individuals to scale themselves with their company so they don’t scale themselves out of their company. Over the last decade, he has managed over $100 million in ad spend and controlled over 30 trillion online impressions.
Joshua is a master at helping people authentically connect and engage with their audience online, and more specifically, he understands the unique formula to building an audience on LinkedIn. He has helped major players improve their LinkedIn presence, including Dan Sullivan, John Maxwell, Joe Polish, and many more!
Today, Joshua is here to talk all about how you can use LinkedIn as a tool to educate, inspire, and draw in your ideal clients, without selling or spamming.
FREE GIFT
Get Joshua’s 3 PDF’s to Level Up Your LinkedIn, by visiting BradleyJohnson.com/75
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/75
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