Advisor Elevation

Advisor Elevation
Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, sales and appointment processes to client segmentation. Matt will dive deep and cut to the chase about what you need to know to implement new ideas and elevate your business. Matt Eilers will focus on the pressing business issues that face financial professionals as well as explore the opportunities that exist. Matt brings his entrepreneurial and passionate attitude into the spotlight as he dives deep into the best practices of elite financial firms. Matt is the VP and head of the Coaching and Consulting division at USA Fi

09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
Oct 14 • 101 min
In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of…
08: Integrating Life Planning with Financial Planning and the Path to the Golden Civilization with George Kinder
May 24 • 57 min
In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process. George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context…
07: Building a Life By Design, Not By Default with Chris Yonker
Apr 29 • 77 min
In this episode of Advisor Elevation, Chris Yonker joins the show to take a deep dive into aligning intentions with true vision. Chris reveals and maps out a 4-stage process to help live a life by design, not by default. This episode promises to deliver…
06: Best Practices for a Better First Appointment
Jan 8 • 46 min
In this episode of Advisor Elevation, join Matt Eilers as he discusses the best practices for getting to know someone in a first appointment. Matt reveals three key strategies, the specific questions to ask (and those not to ask), and also gives away an…
05: The Best Strategies to Market a Financial Practice with Mark Mersman
Nov 2, 2018 • 99 min
In this episode, Matt is joined by Mark Mersman, host and creator of the 16 Ways From Sunday Podcast and Blog, and also the Chief Marketing Officer of USA Financial. Together, they have an entertaining discussion surrounding the in’s and out’s of…
04: Client Segmentation - What it is, What it isn’t, and Why you’ll need it
Oct 15, 2018 • 61 min
In this episode of Advisor Elevation, Matt Eilers takes a deep dive into Client Segmentation. Learn the in’s and out’s of what it is, how to do it, and all of the steps needed to get it done right. Also, Matt reveals the startling statistics about how…
03: How to Competitor Proof your Best Clients with Steve Phillips of Advisor Protocol
Oct 15, 2018 • 66 min
In this episode of Advisor Elevation, Matt Eilers interviews Steve Phillips of Advisor Protocol. Matt and Steve have an entertaining conversation centered around the idea of “competitor-proofing” your best clientele. Be sure to listen soon as Steve also…
02: The Do’s and Don’ts of Seminar Marketing - 40 Things You Need to Know!
Oct 15, 2018 • 75 min
Join Matt Eilers of Advisor Elevation as he reveals 40 things you MUST know about seminar marketing. Don’t miss hearing all about the things you SHOULD do, the things you SHOULD’NT DO, and the #1 biggest mistake advisors make when they conduct a seminar!…
01: 25 Ideas for You to Elevate Your Client Experience
Oct 11, 2018 • 52 min
In the inaugural episode of Advisor Elevation, join Matt Eilers as he explores 25 different ideas for you to elevate and improve the client experience that you create within your financial practice. Each idea is discussed in detail, and throughout this…