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Advisors Unscripted

Advisors Unscripted

著者: Justin Woodbury
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このコンテンツについて

Advisors Unscripted is a weekly podcast featuring top advisors from all over the country sharing real life struggles and successes, as well as how they make a difference in their clients’ lives. As indicated in the title, Advisors Unscripted tackles unconventional topics, even the ones that aren’t as popular, such as why suicide statistics for financial advisors reach into the top five professions in the country, or why some of most successful advisors in the industry can’t afford their next marketing campaign. Advisors Unscripted is hosted by Justin Woodbury, who is also the Chief Marketing Officer of Tucker Financial Group. *The contents of this podcast are for Financial Professional Use Only. Insurance-only agents are not licensed to offer investment advice.2023 マーケティング マーケティング・セールス 経済学
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  • From Homeless to Top 1%: Marvin Mitchell's Extraordinary Journey in Finance
    2024/07/15

    In this episode of Advisors Unscripted, Marvin Mitchell discusses how was able to join the top 1% of successful financial advisors after growing up homeless while his father was incarcerated. Marvin also talks about the ways he has learned to delegate tasks for optimal business results at his firm, Compass Retirement Solutions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

    Advisors Unscripted is hosted by Justin Woodbury.

    New episodes every Monday!

    Please subscribe, rate, and review!

    Listen on your favorite podcast app.

    Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

    Follow Us on Social Media!

    Facebook: facebook.com/advisorsunscripted

    Instagram: Instagram.com/ advisorsunscripted

    Twitter: twitter.com/advsrsunscrptd

    LinkedIn: linkedin.com/ company/advisorsunscripted

    *The contents of this podcast are for:

    Financial Professional Use Only.

    Insurance-only agents are not licensed to offer investment advice.

    続きを読む 一部表示
    37 分
  • Unleashing Success: The Gabriel S. Chronicles on Advisors Unscripted
    2024/07/08

    In today’s Advisors Unscripted, Gabriel S. talks about how prioritizing staff and clients before shareholders has directed his career path, convincing him to start his own firm. His teaching career showed him that when he didn’t promote himself and only provided information of value, people gravitated toward him as potential clients. He also talks about how to push above and beyond the $50 million plateau and into the hundreds of millions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

    Advisors Unscripted is hosted by Justin Woodbury.

    New episodes every Monday!

    Please subscribe, rate, and review!

    Listen on your favorite podcast app.

    Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

    Follow Us on Social Media!

    Facebook: facebook.com/advisorsunscripted

    Instagram: Instagram.com/ advisorsunscripted

    Twitter: twitter.com/advsrsunscrptd

    LinkedIn: linkedin.com/ company/advisorsunscripted

    *The contents of this podcast are for:

    Financial Professional Use Only.

    Insurance-only agents are not licensed to offer investment advice.

    続きを読む 一部表示
    46 分
  • Surviving 9/11: A Journey of Resilience and Service
    2024/07/01

    In today’s Advisors Unscripted, Dr. Nicole S. talks about being on the 73rd floor of the World Trade Center on Sept. 11, 2001. She recounts how her harrowing escape not only changed her life forever, but determined how she would serve others moving forward professionally. As a CFP®, she has helped everyone from church parishioners to public school employees to prison inmates. Her book, “The Quiet Shift,” addresses aging parents and the financial issues that arise around aging. Dr. Nicole also talks about how important niche marketing and expertise are for financial advisors in today’s industry landscape. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

    Advisors Unscripted is hosted by Justin Woodbury.

    New episodes every Monday!

    Please subscribe, rate, and review!

    Listen on your favorite podcast app.

    Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

    Follow Us on Social Media!

    Facebook: facebook.com/advisorsunscripted

    Instagram: Instagram.com/ advisorsunscripted

    Twitter: twitter.com/advsrsunscrptd

    LinkedIn: linkedin.com/ company/advisorsunscripted

    *The contents of this podcast are for:

    Financial Professional Use Only.

    Insurance-only agents are not licensed to offer investment advice.

    続きを読む 一部表示
    44 分

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