พอดคาสท์ Mastermind Advisor ชั้นนำ (2024)

1
Successful Systems & Processes for Growth with Michael Mezheritskiy 22:31

7M ago22:31

22:31

We’re excited to return with a new series featuring advisors around the country. We’ll spend time discussing their business and processes, and learn from their successes and failures. Today we welcome on Michael Mezheritskiy of Milestone Asset Management Group in Connecticut to learn more about what’s behind his growth from a solo shop to now havin…

1
Marketing That’s Working Right Now 26:14

12M ago26:14

26:14

You have to be good at closing virtually and good at closing in person, but you first have to be able to get in front of people and that’s what we’ll help you with in this episode. That’s the biggest problem many advisors have right now and webinars and seminars are still a trusted way to accomplish that. It’s not just about the numbers when you ru…

1
5 Things Destroying Your Facebook Ads 33:48

1y ago33:48

33:48

Just look at the numbers. In 2022 alone, Facebook generated nearly $114 billion in advertising revenue and that’s expected to grow over the next few years. With that much money pouring into the social media platform, it’s obviously an effective solution for many companies. However, like any other tool, it needs to be used effectively to yield the d…

1
How Well Do You Know Your Closing Numbers? 34:06

1y ago34:06

34:06

We decided on this topic after hearing from a few advisors following our last episode who told us they were struggling some with their own numbers. It’s easy to put the blame on ourselves for not closing as many of the leads, but sometimes it’s other factors like the marketing we’re doing. The focus in this episode is on mastering marketing numbers…

1
Overcoming the Smokescreens 29:27

1y ago29:27

29:27

Today we’re going to talk about the smokescreens or the objections that people have when it comes to online or virtual type of appointments we’re having. These can throw off or derail the relationship right off the bat if you aren’t prepared. Things will get easier as trust is built, but we want to talk about how to overcome these smokescreens and …

1
What’s the Ideal Marketing Schedule? 32:16

1y ago32:16

32:16

As we venture deeper, we'll guide you through the benefits of webinars and how strategic scheduling can streamline your work week and open more opportunities for appointments. We take an interesting look at appointment preferences, emphasizing the benefit of not scheduling more than 10 days out. We also shed light on the importance of tracking the …

1
The Biggest Mistakes You’re Making During Your Webinars 30:54

1+ y ago30:54

30:54

Today we’re going to talk about the number one thing that’s causing your seminars and webinars to not perform the way they should. It’s an easy fix, but we see advisors struggle with this quite often. So we’ll tell you how we can take something you’re doing at the beginning and move it towards the end to solve your issues, get you better appointmen…

1
5 Marketing Strategies Every Advisor Should Implement 38:12

1+ y ago38:12

38:12

Today, Josh and Vince and going to do that with our practice and talk about what we would implement differently. We’ve tried dinner seminars, Social Security workshops, radio, SEO, webinars, digital marketing, and podcast, and we’ve learned a lot through trial and error. So we’ll discuss the things that haven’t worked so you can avoid those and exp…

1
How to Get a Better Show Rate for Appointments 43:02

1+ y ago43:02

43:02

Today we’ll take you through our very specific process that has provided a show rate near 95% for seminars and 80% for webinars. Things like which days and times are more important than many advisors believe. Plus, stick around to the end because we’ll share one important thing that will help make sure people are showing up. Featured Quote: "When p…

1
The Art of Seminar Optimization 43:02

1+ y ago43:02

43:02

Today we’re going to share the process we use for seminars to drive good quality leads and convert those leads into appointments. That’s the goal for every advisor and not every platform performs as well as it should. We will dig into the nuts and bolts of launching and monitoring effective ads for seminars. Josh, a marketing expert, will underscor…

1
What Does it Take to Build a Successful Financial Planning Practice? 40:06

1+ y ago40:06

40:06

This episode will describe what it means to have a successful practice and then explain our approach to building the business through bringing in the right personnel. We’re going to talk about hiring and outsourcing strategies, some of the partners that we’ve worked with, and the one hire that has really helped grow our financial planning practice.…

1
Breaking Down the Mastermind Marketing Funnel 39:44

1+ y ago39:44

39:44

By taking you through our funnels, we want to show you that we practice what we preach with the advisors we work with. This episode will give you a deeper understanding of what’s happening within those funnels and identify some of the differences we see between what we do and what others are doing. At the end of the day, our ultimate goal is to gen…

1
Following Up: How to Improve Your Email Drip Marketing 29:51

1+ y ago29:51

29:51

Today we’re going to share some of the things we’ve learned through trial and error. It took us a long time to figure out the right sequence and to judge how often you should contact people without turning them off. What you might be surprised to find out is that you can often message people more frequently than you probably realize. So let’s take …

1
What ROI Should You Get on Your Marketing Dollars 35:25

1+ y ago35:25

35:25

This is an important aspect of the business for growth because knowing how to spend effectively will help maximize those returns. To help you get a better grasp on the numbers, we’re going to take you through our process and how we make calculations in this episode. We’ll share our expectations for marketing, how much we’re growing, and what we’re …

1
Building an Effective Marketing Funnel to Drive Quality Leads 35:48

1+ y ago35:48

35:48

Join us as we take a look at six different ads and the strategies used to pull people in. Josh and Vince we’ll evaluate each one, share what they like and what they would change. Plus, they’ll also explain why every lead you get isn’t necessarily a strong one and why they’ll make people jump through a few hoops to filter it down to the best prospec…

1
When Should You Market and Who Should You Target? 33:33

1+ y ago33:33

33:33

With summer approaching and people preparing for some much-anticipated time off, advisors will often ask us whether they should also give their marketing efforts a break. It’s a great question and it brings up a much wider discussion. When should (or shouldn’t) you be marketing? And how should you be targeting your marketing efforts to generate qua…

1
What Makes a Facebook Ad Effective? 37:39

1+ y ago37:39

37:39

In this episode, Vince and Josh have pulled six different ads they came across on Facebook and will rate each one. From good to bad, they’ll assess what they like and don’t like about each ad and explain what they’d do differently. If you do any Facebook marketing for your business, this episode is one you don’t want to miss because we’ll share the…

1
The Virtual Appointment Process – Meetings Two & Three 33:35

1+ y ago33:35

33:35

Every business owner is trying to find their footing in this new virtual world and financial planning is no different. Ushering someone through the appointment process through a screen is a tough adjustment when so much of the business relies on relationships. We started detailing Vince’s approach at CFG Retirement on our last episode, and today we…

1
The Virtual Appointment Process – Building Trust in the First Meeting 28:26

1+ y ago28:26

28:26

We’re going to break this out into multiple parts to give us the chance to go into more detail for each stage of the process. We’re going to turn the tables and interview Vince about his approach at CFG Retirement, and this first part is all about that initial meeting. We’ll discuss the importance of building trust in your first meetings with poten…

1
Building Client Connections Through Irresistible Offers & Value-Driven Marketing 28:04

1+ y ago28:04

28:04

In this episode, Vince and Josh will share the things they’ve learned through years of building B2B and B2C marketing campaigns. These strategies aren’t just for financial advisors trying to attract new prospects. What we’ll talk about in this episode can be applied to any business and its marketing efforts. With so many companies making bold claim…

1
Top Lead Generation Strategies for Financial Advisors 38:28

1+ y ago38:28

38:28

The world of lead generation continues to evolve as more and more digital opportunities arise, but what approach will generate the best results for your business? Today we’re going to talk about the different types of leads that get used and the pros and cons for those. The goal isn’t just getting someone to book an appointment, it’s to bring in a …

1
Tips for Taking Your Business Virtual 30:34

1+ y ago30:34

30:34

We’re in a different world today than we were just a few years ago, and advisors are learning to adapt their business to this online world that we all operate in. The struggle most advisors face is establishing that connection with a prospect or client during those first meetings in a virtual environment. The initial conversation usually focuses on…

1
How to Do Virtual Webinars in 2023 23:22

2y ago23:22

23:22

In our first episodes we spent time talking about dinner seminars, but virtual, online seminars are a key part of any advisor's repertoire. Vince Oldre and Josh Woodward of Mastermind Advisor are here today to take you through the Ultimate Virtual Webinar process. The guys are honest - it took a lot of trial and error to get to this point. They exp…

1
What "Dinner Seminars" Look Like in 2023 9:54

2y ago9:54

9:54

In our second episode, Josh Woodward and Jon "JAG" Gay from Mastermind Advisor sit down to talk about what the traditional "dinner seminar" looks like today. Think about getting away from the "plate lickers" that want a free dinner at Ruth's Chris, and brand your seminar as educational. Maybe consider doing it in a library or at a college. Next, Jo…

1
Marketing For Financial Advisors 24:22

2y ago24:22

24:22

In our first episode, Vince, Jag, and Josh sit down to define marketing - and what that looks like at the end of 2022. Simply creating content - a podcast, a webinar, a website isn't marketing. Without marketing, it's the proverbial "tree falling in the woods" and nobody will know about it! Vince has been around the financial space his entire life,…

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1
Mastermind Advisor Podcast

Vince Oldre

1
Successful Systems & Processes for Growth with Michael Mezheritskiy 22:31

1
Marketing That’s Working Right Now 26:14

1
5 Things Destroying Your Facebook Ads 33:48

1
How Well Do You Know Your Closing Numbers? 34:06

1
Overcoming the Smokescreens 29:27

1
What’s the Ideal Marketing Schedule? 32:16

1
The Biggest Mistakes You’re Making During Your Webinars 30:54

1
5 Marketing Strategies Every Advisor Should Implement 38:12

1
How to Get a Better Show Rate for Appointments 43:02

1
The Art of Seminar Optimization 43:02

1
What Does it Take to Build a Successful Financial Planning Practice? 40:06

1
Breaking Down the Mastermind Marketing Funnel 39:44

1
Following Up: How to Improve Your Email Drip Marketing 29:51

1
What ROI Should You Get on Your Marketing Dollars 35:25

1
Building an Effective Marketing Funnel to Drive Quality Leads 35:48

1
When Should You Market and Who Should You Target? 33:33

1
What Makes a Facebook Ad Effective? 37:39

1
The Virtual Appointment Process – Meetings Two & Three 33:35

1
The Virtual Appointment Process – Building Trust in the First Meeting 28:26

1
Building Client Connections Through Irresistible Offers & Value-Driven Marketing 28:04

1
Top Lead Generation Strategies for Financial Advisors 38:28

1
Tips for Taking Your Business Virtual 30:34

1
How to Do Virtual Webinars in 2023 23:22

1
What "Dinner Seminars" Look Like in 2023 9:54

1
Marketing For Financial Advisors 24:22

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