Mar 2, 2020

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 important episode where you will further discover why experience matters...

Jan 8, 2019

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...

Nov 2, 2018

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. ...

Oct 15, 2018

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 about how much your worst clients are actually costing you!

Oct 15, 2018

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 Steve also reveals the top 3 questions you need to ask your best clients...