It’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporate executives.
Joining Matt in Vegas is Kenneth Van Leeuwen, managing director of Van Leeuwen & Company. Kenneth explains what advisors must know when working with executives, the benefits of working with a younger demographic, and how to cultivate 30+ year client relationships. Tune in now to learn more!
Resources: Van Leeuwen & Company LLC | MarketCounsel Summit
Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers!
Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional.
Listen in today to learn more about litigation and your financial services business.
LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit
In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour – your morning magic. When it comes to working with professionals who are off track, Coach Joe's first question is always “what is your morning ritual”. The first 60 mins of your day set the tone for the rest of your day – so are you priming yourself for success?
Listen in and start every day the right way with Coach Joe and Matt Halloran!
When it comes to running your independent RIA, are you using all the right tools?
Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.
Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.
Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!
Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit
Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you'll be turning your business plan into a business reality!
Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!
Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!
Resources: Tru Independence | MarketCounsel Summit
Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!
Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!
