"Don With" Podcasts

Here is an idea that could easily increase your AUM by ten percent or more.

You may very well have clients with trusts set up and run by corporate trustees who both administer the trust and manage the money. It only makes sense that you manage the money instead and an independent trust company administers the trust. You get the revenue and the assets become portable should you ever change firms. You need to have this discussion with your clients and with attorneys and CPAs in your town.

Christopher Holtby is a co-founder of Wealth Advisors Trust Company. In this thirty-five-minute interview, Christopher tells you who to talk to and what to say in order to prospect this very lucrative market. He explains that his company will do all the heavy lifting. You give Christopher a copy of the trust document (He calls it the map) and then you stand back. Wealth Advisors Trust Company will do the rest.

I love this concept because it gets you talking to those people who can have a huge impact of your career.

Kevin Sullivan has been a Financial Advisor for thirty-five years. He works primarily with physicians. All of Kevin’s marketing efforts are focused on the medial industry, including his podcast entitled Physician Wealth Meds – A wealth Podcast for doctors. He has built a virtual team of professionals to service these physicians, including CPAs that understand business owners tax needs, a focused advisor to address business valuations, and a professional to look at asset protection, real estate assets and setting up companies. He is the only Financial Advisor who has access to an association of doctors with more than four thousand members. In this podcast, you will find out what Kevin does during the day, how he stays focused and how he proactively markets himself.

Don interviews Adam Rubenstein, CEO and Founder of Traq.ai.

This episode of Don With should be listened to by ALL Financial professionals – regardless if you are currently offering life insurance, long term care insurance, or business continuation insurance. I am honored that my good friend and colleague from Australia, Russell Collins, sat with me virtually, to discuss his important book, Skills that Succeed.

Bryan Sweet is an independent Financial Advisor who, with the aid of very capable people in his organization, has built a business that today manages $850 million in Assets Under Management. He is in the top one percent of our industry thanks to what he calls his eight keys to success. In this interview, Bryan shares those keys.

Al Varano is a successful independent and interesting Financial Advisor in Harrisburg, Pa. He is inspirational, he is eclectic and he is one-of-a-kind. Prior to beginning his career as an Advisor, Al acted on stage, he modeled, and he even wrestled professionally as Rad Runnin' Al. In this interview Al discusses prospecting, relationship building, asking for a commitment and he even talks about his mother's cooking. Al is organized, he is motivated and he is entertaining. Whether you are new in the business or a veteran, you will learn a lot from Al. Listen in and enjoy a truly unique conversation.
Running Time 45:03

Don chats with Kim Ann Curtin, author, coach and lecturer about her book, which dwells on the good side of our business, her coaching and her plans for the future.
Running Time: 29:21

In this interview, a follow up to a previous webinar with Jack Broyles, you will hear three compelling reasons to have Jack address your clients in a seminar addressing Alzheimer's.
Running Time: 9:15

This is the footnote of a five part exclusive interview previously aired with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 19:49

This is part five of a five part exclusive interview with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 30:17

This is part four of a five part exclusive interview with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 17:25

This is part three of a five part exclusive interview with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 20:14

This is part two of a five part exclusive interview with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 21:52

This is part one of a five part exclusive interview with Frank Casey, one of the 'Foxhounds', who along with Harry Markopolos pursued Bernie Madoff.
Running Time: 22:56

Learn to be different.
Running Time: 28:39

Don talks with Financial Advisor EJ Long about the two things that help him excel in this business; Outstanding Service and Keeping It Simple.
Running Time 27:00

Don speaks with attorney Ike Devji about prospecting wealthy people. Devji speaks of the value of asset protection as well as his own unique expertise in creating hybrid strategies that are combinations of financial, legal and insurance products. Don highlights Ike's points that wealthy people need protection and that true wealth does not necessarily mean mega wealth.
Running Time 31:01

Top producing Advisor, Jeff Christenson shares his secret for growing your book by following the money.
Running Time 30:37

"Communicologist" Ronni Burns chats with Don about the elements of effective communication. Ronni suggests the delivery of language as vital in reassuring cynical clients on an emotional as well as intellectual level. She also recommends telling purposeful stories and analogies as effective communication tools. Hear some of Ronni's Rubies in this interview and learn more on her blog.
Running Time 34:09

Don chats with Marvin Brown about why Advisors need to never forget they are sales people too.
Running Time 27:52

Don chats with industry speaker and sales expert Mark Zinder to find out his take on the trends in the business and how advisors can grow their business by becoming wealth management experts.
Running Time: 28:55

Part two of a two part interview.

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.
Running Time: 29:49

Part one of a two part interview.

Jim Rohrbach, affectionately known as 'Da Coach,' has been coaching business owners, entrepreneurs, sales professionals and corporate executives since 1982. What sets Jim apart from other business coaches is his ability to improve his clients' "inner game of success" via specific techniques not unlike great athletes use to get to the top of their game.
Running Time: 27:36

Don talks to Jorge Alarcon about his inspirational story of coming to America with nothing and how he ended up with everything. Through nothing other than hard-work, perseverance, a positive attitude, and the willingness to accomplish one small goal at a time, Jorge went from speaking no English and washing dishes to owning his own million dollar company that includes 56 passenger cars and 29 buses.
Running Time: 41:01

Don chats with 401K specialist Jeff Gebaur about how to make a great living selling 401K plans. Jeff talks about his best source of referrals and how he approaches prospects. Jeff discusses his client service philosophy and how going above and beyond often results in plan members approaching him for other financial advice.
Running Time: 27:25

Don sits down with Steve Scherbarth, then Director of Wealth Management for RBC Dain, to discuss doing business post-meltdown. In this climate, clients are looking to hear from their advisors now more than ever. In this interview Steve predicts that the advisors who will weather the meltdown the best are the ones who will be talking to their clients and reaffirming their relationships. Don and Steve also discuss relationship management, business management, and marketing for advisors.
Running Time: 38:49

In this episode Mark Dick returns to talk about why a down market is the perfect time to build your book and discusses the strategies for winning new business from the competition. In this interview Mark offers the perfect spin for approaching new prospects in the best light.
Running Time: 27:24

Don chats with Mike Morrow, one of Canada's most well known advisors, about marketing your business through public relations and the media. In this interview Mike also reveals some of his own unique marketing campaigns and talks about some of the lessons all advisors should learn from surviving this down market. Learn more about Mike at ideasforadvisors.com.
Running Time: 26:07

In the final installment of Don's three-part interview, Bill discusses how to meet your personal financial goals by paying special attention to the five big numbers you have to consider when running your own business. Listen to this interview and you will realize why in the financial services industry you are really only competing against yourself.
Running Time: 33:06

In the second installment of a three-part interview, Don chats with Bill Bachrach about what it means to be a full service advisor. In this interview, Bill talks about constantly managing your clients' expectations, how to stay motivated, and the keys to getting referrals.
Running Time: 27:37

In this first part of a three-part interview, Don chats with icon Bill Bachrach about the importance of money, enhancing the quality of life, and the traits of successful people. Bill talks about the things to do to ride out tough economic times and forges a success roadmap to define your values, set your goals, and benchmark your progress.
Running Time: 26:08

Don chats with estate planning specialist Mark Kaizerman about how to become the primary financial planner for an entire family. Use Mark's techniques to change your client relationships from personal relationships to intergenerational relationships. In this interview Mark explains his approach and introduces The Beneficiary Directory, which could cement your place as the sole advisor for your clients.
Running Time: 25:42

Don chats with Frank Maselli, author of Referrals: The Professional Way, about strategies for holding seminars, asking for referrals, and vetting prospects. Learn how to build trust with clients and earn your referrals the right way.
For more information about Frank visit www.FrankMaselli.com
Running Time: 23:51

Don chats with CPA and Financial Advisor Ed Harris about why he thinks this business is first and foremost a relationship business.
Running Time: 20:26

Don chats with a successful 10 year veteran who did something that many advisors consider but are too afraid to try. He moved his practice from one region to another and he managed to keep all but one of his clients. In this interview Tim reveals how he did it and he talks about the one profession that you need to get as clients in order to make your practice explode.
Running Time: 16:57

Don chats with Alan Parisse, author of Questions Great Financial Advisors Ask, about why selling has become a dirty word. To learn more about Alan visit www.parisse.com.
Running Time: 14:50

Don chats with Steve Scherbarth, formerly of RBC, about the Eight Best Practices the most successful advisors in the industry follow.
Running Time: 34:56

Don chats with Don Schofield of Ameriprise Financial about how new advisors can survive in a down market and what they can do to bring their business to the next level.
Running Time: 27:36

As independent advisors, Scott Cooper and his partner at Economic Concepts have over $250 million of assets under management. Scott specializes in helping transition older investors into retirement. In this episode Don chats with him about his 17 year career, his goals, strategies and clientele.
Running Time: 32:29

With over 300 million dollars in assets under management, Mark Dick from AG Edwards (now Wells Fargo) is one of the legends in this business. In this episode Don chats with him to find out the secrets of his success.
Running Time: 32:04

Don chats with estate planning specialist Chris Hennessey. Chris has extensive experience consulting in the areas of finance, investments, taxes, and estate planning.
Running Time: 25:13