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Real, Transferable Information.
Big Producer Interviews is a weekly podcast that asks great questions to some of the industries best financial advisors so you can learn what is really working for them and apply those lessons to your own business. It's like having your own business advisor, mentor and strategist all in one. Subscribe today - It's Free!
If you had the opportunity to spend an hour with one of the most successful financial advisor businesses in the industry (and they would answer any questions you asked) what would you want to know?
If you had the undivided attention of...
A one time"broker"in DC who now has 45 clients and oversees $1 Billion in assets.
An advisor in NY who's practice generates over $100k in revenue monthly.
A CFP in AZ who gets most of his $1.3 annual revenue from 5 CPAs in town.
...what secrets would you want to learn?
|
Episode |
Date |
Title |
Listen |
Description |
Transcript
First Half of Show |
Hand Outs |
1 |
5/1/06 |
Paul Pagnato
Pt. 1 of 2 |
|
How a traditional "broker" transformed his business and now manages almost $1 billion with just 45 clients. Part 1 of 2. |
|
None |
2 |
5/8/06 |
Paul Pagnato
Pt. 2 of 2 |
|
How a traditional "broker" transformed his business and now manages almost $1 billion with just 45 clients. Part 2 of 2. |
3 |
5/15/06 |
Tom Mingone
Pt. 1 of 2 |
|
Consistently generates $1 million ++ each year. Interesting insights into industry future and several transferable ideas. Part 1 of 2.
|
|
|
4 |
5/23/06 |
Tom Mingone
Pt. 2 of 2 |
|
Consistently generates $1 million ++ each year. Interesting insights into industry future and several transferable ideas. Part 2 of 2.
|
5 |
6/1/06 |
Kevin Bauer
Pt. 1 of 2 |
|
Has a real working system that generates consistent business from CPA firms. Discusses mistakes and success in detail. Part 1 of 2.
|
|
|
6 |
6/8/06 |
Kevin Bauer
Pt. 2 of 2 |
|
Has a real working system that generates consistent business from CPA firms. Discusses mistakes and success in detail. Part 2 of 2.
|
|
|
William Morgan
Pt. 1 of 2
|
|
Part 1 of 2. A great interview with a "small town" advisor who has a booming practice and offices across the state of NC. Several interesting marketing and client service ideas revealed.
|
|
|
|
|
William Morgan
Pt. 2 of 2
|
|
Part 2 of 2. A great interview with a "small town" advisor who has a booming practice and offices across the state of NC. Several interesting marketing and client service ideas revealed.
|
9 |
7/15/06 |
Ray Evans
Pt. 1 of 2 |
|
Ray's practice is brilliant in its simplicity. He shares 4 great ideas that
will add fun and revenues to your business very quickly. Pt 1 of 2. |
|
|
10 |
7/30/06 |
Ray Evans
Pt. 2 of 2 |
|
Ray's practice is brilliant in its simplicity. He shares 4 great ideas that
will add fun and revenues to your business very quickly. Pt 2 of 2. |
|
|
11 |
8/1/06 |
Scott Hanson
Pt. 1 of 2 |
|
How can a 40 year old financial advisor build a business with 2500 clients and $1 Billion assets? Scott Hanson's interview shares his exciting ideas that almost any advisor can replicate and grow their business quickly. |
|
|
12 |
|
Scott Hanson
Pt. 2 of 2 |
|
How can a 40 year old financial advisor build a business with 2500 clients and $1 Billion assets? Scott Hanson's interview shares his exciting ideas that almost any advisor can replicate and grow their business quickly. |
|
|
|
8/15/06 |
|
|
You've seen this "401K Master" in every industry magazine, now learn some of
the secrets to his success and how you can penetrate the retirement plan
market.
|
|
|
14 |
8/30/06 |
|
coming |
You've seen this "401K Master" in every industry magazine, now learn some of
the secrets to his success and how you can penetrate the retirement plan
market. |
|
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