DJ

Leader of the Advisor Odyssey | Creator & Podcast Host | Passionate About Helping Great Advisors Become Better Business Owners

[DJ @advisorodyssey]

I help independent financial advisors create a brand around what makes them unique, and I show them how to leverage their brand to grow their business so they can make a greater impact on their community.

[DJ @advisorodyssey]

@SportingKC

Rain Delay Shenanigans

[DJ @advisorodyssey]

https://t.co/iN1W54Qncx

[DJ @advisorodyssey]

I’ve been spending some time this week building out the upcoming podcast schedule for season 2 of the Advisor Odyssey Podcast. Would love to hear any suggestions for topics to discuss, along with any guest recommendations.

Comment any topic ideas & DM any guest suggestions.

[DJ @advisorodyssey]

Firing up the Odyssey season 2 soon

[Ari Meirov @MySportsUpdate]

#49ers WR and primary returner Ray-Ray McCloud suffered a wrist injury in practice that will require surgery.

He is expected to be sidelined eight weeks.

[DJ @advisorodyssey]

If you’re marketing with seminars and live events, follow this framework:

1. Tell a story about a (unnamed) client or personal story.

2. Give the raw facts and data to back what you're saying about the topic.

3. Offer a mini-hook or small CTA to drive appts.

#dinnerseminar

[DJ @advisorodyssey]

Are you, or your more experienced advisors on your team conducting annual client reviews still?

If so- consider hiring or allowing a newer advisor on your team to do those annual reviews with your C & D clients.

They will develop faster & you’ll gain more time back in your day.

[DJ @advisorodyssey]

Question skillfully, listen empathetically. Asking good questions is a skill. When you ask good questions, you’ll develop relationships faster and the depth of the relationships will be deeper.

[DJ @advisorodyssey]

Enthuiasm from a great leader will create a ripple effect to the rest of his/her team.

Optimism is a very contagious force and energy multiplier!

[DJ @advisorodyssey]

I’ve realized over the years that successful people are willing to step away from the herd. They’re not afraid to go a different route.

I think that’s why it’s rare that one succeeds privately. Critics are loudest while you climb + success seems to enjoy the spotlight.

[DJ @advisorodyssey]

Who do you need to add most to your team in 2023?

A marketing director or an associate advisor?

[DJ @advisorodyssey]

Fun Social Media Marketing Idea:

Consider VLOGing through stories on social media.

Where & How?
- FB biz page/group
- FB & IG Live
- LinkedIn
- YouTube

What To Say?
- Daily Finance Tip
- Daily Market Thought
- Funny Client Story
- Anything Personal

Just try it!

#marketingtip

[DJ @advisorodyssey]

What social media tool have you been neglecting for far too long?

[DJ @advisorodyssey]

Asking the right questions from the start can save you a lot of time and improve the odds of success over the long run.

[DJ @advisorodyssey]

What are you doing to strategically position yourself against the DIY investing apps?

[DJ @advisorodyssey]

Self-Identity & Branding are the same.

Brands aren't created... they’re discovered.

A sense of identity isn't created either… it’s discovered.

Figuring out who you are and finding your sense of personal identity is more like a process of elimination than an act of discovery.

[DJ @advisorodyssey]

Be the Yoda to your client, Skywalker.

Guide them to where they want to go. They’re the hero of the story. Not you.

[DJ @advisorodyssey]

Tend to shoot a better round when you’re not looking at the scorecard?

[DJ @advisorodyssey]

You can listen to Ep. 48: 8 Ways to Increase ROI From Radio, on Apple Podcasts and Spotify, where I go much deeper into each of these eight strategies.

https://t.co/3Vas2IHaz5

[DJ @advisorodyssey]

8 Tips & Strategies to INCREASE the ROI From Your Radio Show & Commercials:

(a thread 🧵)

[DJ @advisorodyssey]

Recap:

1. Create Separation Using "Them vs Me/Us" Language

2. Swap Out "If You..." w/ "When You..."

3. "Here's What You Can Expect..."

4. Use: When? Will? Do I?

5. Make It Clear That Now Is The Time!

6. Give Them Next Steps

7. Keep Using Your Best CTAs

8. Stay Relevant.