Monthly Archives: August 2021

Episode 47 – Create a Tactical Plan to Deliver Personal Client Experiences – with Joseph Michelli

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , ,

​​Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other titles include The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company and The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging.

In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the importance of excellent client service and some tips and tricks 

  • Why advisors should make client service an important part of their practices
  • Suggestions for how to examine your book of business and deliver a tactical plan for how to deliver personal experiences to them
  • How advisors can measure the experiences they deliver to their clients
  • How the client journey has changed and what milestones advisors should keep in mind
  • What Joseph learned from interviewing 140 leaders for his latest book, Stronger Through Adversity: World Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges.

 

Resources: The Michelli Experience

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Episode 46 – What Advisors Should Know About Clearing Houses – with Michael Scaplen

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , ,

At Advisorpedia, we feel it’s our duty to deliver advanced-level content that makes experienced financial advisors better in every way alongside content designed to level set and educate advisors at all levels. We will be dedicating some Power Your Advice episodes to that effort. Joining us to discuss our first topic – clearing firms – is Michael Scaplen, senior vice president of sales and relationship management at Axos Clearing, LLC. In today’s episode, Doug & Michael answer the following questions:

  • What does a clearing house do? 
  • What types of transactions occur on behalf of the advisor and their clients inside a clearing firm?
  • What makes clearing firms different from one another?
  • What should drive advisors to choose one clearing firm over another?
  • How have clearing firms evolved over the last 10 years?
  • What does the future hold for clearing houses?

Resources: Axos Clearing, LLC

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Episode 45 – Can Advice Finally Go Mainstream? – with Stewart Bell

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , ,

Stewart Bell is a business coach and founder of Audere Consulting & Coaching in Australia. Stewart created The Leveraged Advice Firm, a business coaching program and community for financial advisors, accountants and other advice professionals who are optimistic about the future. 

In this episode of Power Your Advice, Doug Heikkinen and Stewart talk about the evolution of advice in Australia  and about why Stewart is bullish on the advisor for a grand future.  

  • How technology is forcing advisors to look at their businesses in a different way
  • How advice may become mainstream
  • What a Leveraged Advice Firm looks like
  • The biggest mistakes advisors are making with technology 
  • The most significant impediments to advisory firm growth

Resources: Audere Consulting and Coaching

 

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