If Walt Disney ran your financial practice, how different would it look? In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services. Don’t miss this imp

From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge

Oct 14th, 2019 1h 41m

In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvemen

Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder

May 24th, 2019 57m 57s

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 prov

Building a Life By Design, Not By Default with Chris Yonker

Apr 29th, 2019 1h 17m

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 t

Best Practices for a Better First Appointment

Jan 8th, 2019 46m 32s

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 giv

The Best Strategies to Market a Financial Practice with Mark Mersman

Nov 2nd, 2018 1h 39m

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 discussi

Client Segmentation - What it is, What it isn't, and Why you'll need it

Oct 15th, 2018 1h 1m

In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in's and out's of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics a

How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol

Oct 15th, 2018 1h 6m

In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of "competitor-proofing" your best clientele. Be sure to listen soon as

The Do's and Don'ts of Seminar Marketing - 40 Things You Need to Know!

Oct 15th, 2018 1h 15m

Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don't miss hearing all about the things you SHOULD do, the things you SHOULD'NT DO, and the #1 biggest mistake advisors make when they conduc

25 Ideas for You to Elevate Your Client Experience

Oct 11th, 2018 52m 36s

In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throug

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