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Heidi Feemster and Tamara Leigh TREND ON Don Hallmark founder of Impedium Advisors. As Don says, "Many companies today are surviving, but not thriving. What if you could reduce expenses and recover overcharges? What if you qualified for state and federal government programs? That's precisely where Impedium Advisors come in." Don has worked in sales and marketing for more than 20 years, both for Fortune 1000 companies and startups. Prior to his business career, Don served in the U.S. Army, where he was promoted to the rank of Major before leaving the service after the first Gulf war. Don started Impedium Advisors in 2010 to help companies to recover revenue that they are entitled to but have lost because they are not familiar with changing tax laws or are being overcharged on complex vendor contracts. Impedium Advisors has two offices, one in Madison and one in Appleton.
Don is married to Lynn and resides in Appleton.
This Thursday on the Guide to Financial Peace show, we get down to the nitty gritty of marketing for financial advisors... what's working now, the biggest mistakes to avoid, the tools you must have, and the opportunities that have never existed before in our market.
Kate Phillips, Partner for Prosperity's marketing and messaging gal, is our special guest. Kate is a financial writer and coach and also our go-to marketing expert. With her help, P4P has doubled website traffic, increased engagement and conversions, built credibility, attracted new prospects,
Today we asked Kate to share some of her "secret weapons" for mass prosperity with you! Listen to hear:
- The 3 mistakes a lot of Financial Advisors making that stop their phones from ringing,
- The one strategy you MUST use if you want to turn prospects into clients,
- 5 free and 2 nearly-free tools that can transform your marketing,
- Why advertising no longer works - and what does.
- How to find out what's on your clients' and prospects' minds.
- How to get found on google (without paying for ads.)
Kate will also share how she helped Kim Butler reach more than 1500 people in 3 DAYS - for FREE - by having one of the biggest companies in the world help position her as a financial and insurance expert!
Join Bill Black as he interviews a variety of Advisors, Authors, Owners and Community Leaders. Topics range from "Advisor & Author Profiles" to "Unplugged & Rewired" to "Business Owner Success Stories". New interviews and 1 minute highlights are uploaded daily at wwwExitCoachRadio.com
Frequently changing IRS regulations have opened the door for sophisticated criminals to cheat your clients out of their hard-earned savings. These scammers are often looking to steal personal information as well as cash, so it is vital your clients know who they can trust.
On today's show No BS Money Guy Todd Strobel interviews Christopher and Kathy Anderson, Tax Professionals and Creators of The Master Your Taxes Program. Chris and Kathy have been helping financial advisors across the country to educate their clients on how to minimize their current taxes, prepare for future tax events and most importantly how to actually get money back from the IRS for previous tax years.
Find out what you need to know so to protect yourself, your clients and your family from criminals posing as IRS agents. And if you are an advisor, learn how you can be a hero to your clients by helping them reduce future taxes and possibly receive a refund for previous tax years!
For more information check out:
Clarke Langrall of Forecast Strategic Advisors is a 39 year veteran of the financial planning industry and is primarily focused on Business Owner Continuity planning. Here he talks about some of the needs of business owners and offers great tips and suggestions.
Join Steve Beatty, the Host of “The Ultimate Business Owner Radio Show”, as he interviews top Advisors and Business Owners who provide strategies, secrets and success stories designed to help Baby Boomer business owners grow, protect and ultimately enjoy the value of the greatest assets they will ever own, their businesses. Steve has worked with high net worth business owners for more than a quarter century as the Founder of Financial Solutions for Business in Las Vegas, NV and is the author of The Ultimate Business Owner Plan.
Today my guest is Amy Buttell, CEO of Lake Effect Creative. Amy is a financial storyteller. She works with financial services professionals to craft compelling stories by using various types of print and digital media. With over 14 years of experience Amy is well versed with the challenges of an Advisor workinging in the digital world.
Amy was very generous this month by allowing members of The 401k Study Group to answer a challenge question to win a blog post on how to improve 401k Enrollment Meetings.
You can follow Amy here on Twitter and her company page is here as well.
Looking forward to chatting with Amy about how Financial Advisors can craft the right kind of story to reach the audience they are looking to work with in the practices.
Workshop Wednesdays with Tony Gambone and his guest Tevis Verrett & Jason Kanigan
Tevis Verrett Position: President, Triumvirate Group, Inc. The Note Empire, LLC , Triumvirate Funding Websites: Dear Marlin & Holly: So pleased to submit the following. Grateful to Tony for responding. To begin, my name is Tevis Verrett and I am my brother's (and sister's) keeper! My websites: www.NoteEmpire.com, www.NoteEmpire.com/register One Sheet: http://www.noteempire.com/one-sheet.pdf Credit Lines www.NoteEmpire.com/credit-lines.zip
Jason Kanigan is a sales force developer who is on a mission to transform 100,000 people from being perceived by the public as slimy tricksters who will say anything to get an order into trusted advisors who are well rewarded for their expertise. With a background in operations management and continuous improvement, Jason was a plant manager at 25. When he was 26 he had over 150 people working for him, and 6 supervisors reporting to him. However, Jason discovered he disliked day-to-day supervisory issues and wanted to work exclusively with self-motivated, driven professionals who knew in their own hearts why they were showing up that day. He has worked with and been an executive at Inc. Top 1000 firms, as well as startups and small businesses, to improve the effectiveness of and save money on their sales and operations processes. Jason is the only sales trainer to quickly scale up your business and revenue by implementing a systematic sales process within a week
RFPs (Request for Proposals) are something you'll definitely have to deal with if you sell to schools, and some RFPs are great opportunities. But, you may have discovered that spending time to react to RFPs can kill your productivity unless you have a policy and set of procedures in place. How can you better manage RFPs from school districts and increase your odds of winning the deals you decide to pursue? Listen to sage advice fro two veterans of K-12 RFP wars -- host Glen McCandless and his special guest, Farimah Schuerman of Academic Business Advisors. They'll spend 15 minutes to unpack this popular topic. And be sure to read the companion article on SellingToSchools.com. Don't miss these great resources!
Take Action Get Profits with Michele Scism and her guest Kristine Huynh & Jason Kanigan
Until age 23, Kristine Huynh wandered through life lost, confused and had no idea what she wanted to do. She tinkered in many career opportunities but it wasn’t until she was introduced to Zen Meditation that her life finally started to make sense. All throughout her life she wanted to be happy and to help those around her live happy. However, the reality was that unknowingly her methods of seeking happiness created more struggle, more conflict, and more confusion, especially in family relationships. This caused more distance and misunderstandings at home day by day. As she started to learn about the true meaning of meditation her Zen teacher at Universal Door Meditation Center guided her to see a big missing piece; the answer to all of her problems could only be found from looking within. Not long after she started her inner journey she realized that what she understood and practiced from her Zen teacher truly saved her life. www.kristinehuynhwellnesscoach.com
Jason Kanigan is a sales force developer who is on a mission to transform 100,000 people from being perceived by the public as slimy tricksters who will say anything to get an order into trusted advisors who are well rewarded for their expertise. With a background in operations management and continuous improvement, Jason was a plant manager at 25. When he was 26 he had over 150 people working for him, and 6 supervisors reporting to him. However, Jason discovered he disliked day-to-day supervisory issues and wanted to work exclusively with self-motivated, driven professionals who knew in their own hearts why they were showing up that day. He has worked with and been an executive at Inc. Top 1000 firms, as well as startups and small businesses, to improve the effectiveness of and save money on their sales and operations processes. www.jasonkanigan.com
Join our panel as our spiritual experts probe into the complex topic of "Past Lives". Have we existed before in the physical world? Or do we live only one life? Believers and non-believers we invite you to call in and join our discussion. Have you ever had a new place feel familiar? Experienced Déjà vu. See what our experts have to share about this theory as we once again ask, fact or fiction, truth or imagination......
No readings at this time.
Most advisors "know" they should be utilizing social media to reach out to people, but few understand how to use all of the tools the different platforms offer to do that effectively.
Listen in as Amy McIlwain, president of Financial Social Media, talks with Ellen Rogin and delves into the nuts and bolts of each of the popular social media platforms (LinkedIn, Facebook, Twitter…) and provides tips on how to make more connections through these networks, and better quality ones as well.
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