The Virtual Financial Advisor Series™: Daniel Crosby on Behavioral Finance & How it Applies Right Now

Daniel Crosby Virtual Financial Advisor

Daniel Crosby joins us LIVE on The Virtual Financial Advisor Series™ He starts our week off with some really important ideas and leaves us with some incredibly powerful takeaways.   Daniel and I discussed:   ➡️  His system of structuring his days during this time when all the days seem to run together ➡️  What…

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The Virtual Financial Advisor Series™: Pete Vargas on Transitioning His Entire Business to Virtual in 45 Days

Pete Vargas Virtual Financial Advisor

Excited to have Pete Vargas join us on our live stream series! I brought him on as he’s faced what many of you financial advisors have over the last few months – having to shift from brick and mortar events to digital. Lots of lessons here. He shared the story of transitioning a live events…

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The Virtual Financial Advisor Series™: Derek Notman on How to Build a 100% Virtual Financial Services Practice

Derek Notman Virtual Financial Advisor

Derek Notman joins us LIVE on The Virtual Financial Advisor Series™.  He shared with us his expertise when it comes to shifting from brick and mortar to 100% virtual.   We discussed:   ➡️ The benefits of being completely virtual, and shares some of the tools he uses to make it all work.   ➡️…

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The Virtual Financial Advisor Series™: Michael Kitces on How Financial Advisors Can Navigate This New Digital World

Michael Kitces Virtual Financial Advisor

Michael Kitces joined us today on this live streaming session of  The Virtual Financial Advisor Series™ and we talked all about the growth opportunities in this new virtual world.   Michael and I discussed: ➡️ Benefits of a conversational interview style show vs. a solo show ➡️ The broadening reach for advisors AND clients in…

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The Virtual Financial Advisor Series™: Dean Graziosi on the Art and Science of Marketing Right Now

Dean Graziosi Virtual Financial Advisor

Dean Graziosi joined us today on this live streaming session of  The Virtual Financial Advisor Series™ and it was value-packed and I knew it would be!    Dean and I discussed:   ➡️ Dean’s expert tips for optimizing social media ➡️ Entering the conversation that your potential client is already having  ➡️ Pros and cons…

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The Virtual Financial Advisor Series™: James Altucher on 3 Business Changing Themes from COVID-19

James Altucher Virtual Financial Advisor

James Altucher joins us on this session of  The Virtual Financial Advisor Series™ and brings the energy only he can deliver.   James and I discussed: ➡️ Some expert podcasting tips ➡️ His perspective on curiosity and how to use it ➡️ Some of the things James has learned being ahead of the podcasting curve  …

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The Virtual Financial Advisor Series™: Benjamin Brandt on Podcasting for Financial Advisors

Benjamin Brandt Virtual Financial Advisor

Benjamin Brandt joined us on The Virtual Financial Advisor Series™ to talk about all of the ins and outs of podcasting as a financial advisor and shared a whole lot of value.   We talked about:   🚩Benjamin’s transition from blogging to podcasts and the potential of financial advisory podcasts.   🚩Building intimacy with a…

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The Virtual Financial Advisor Series™ : Nicholas Kusmich on How Financial Advisors Can Leverage Facebook Ads

Nicholas Kusmich Virtual Financial Advisor

Nicholas Kusmich joins us on this session of  The Virtual Financial Advisor Series™ with so much knowledge about Facebook ads! Nic and I discussed: ➡️ Learn why now is the time to start buying Facebook Ads (at a discount) ➡️ Get the exact framework for running ads for generating leads  ➡️ Get insights for creating the…

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The Virtual Financial Advisor Series™: Commander Kirk Lippold on Leadership During Times of Crisis

Kirk Lippold Virtual Financial Advisor

Today I’m joined by Commander Kirk Lippold. Kirk takes time out of his schedule to join us on The Virtual Financial Advisor Series™ to discuss what it means to lead during crisis. We discuss: ➡️ Trusting that your people will do the work: Reference short book: A Message to Garcia ➡️ What are some lessons…

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The Virtual Financial Advisor Series™: Simon Bowen on Creating Visual Models To Simplify The Complex

Simon Bowen Virtual Financial Advisor

In this session of The Virtual Financial Advisor Series™ , I’m joined by none other than Simon Bowen! And he shared some serious wisdom with us on this call.  Simon and I discussed: ➡️ The three levels of service people are looking for with a financial advisor ➡️ The importance of showing up with good technology…

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