Thompson Consulting

“This whole annual review stuff is not going to be good or frequent enough for the next generation!”

- Reese Harper, CFP®, CEO of The Elements Financial Planning System.

Reese is right. The next generation of financial advisor customers looks for faster engagement (through mobile) and more regular touches to feel that they are getting the most value from your holistic planning proposition.

In today's video interview we get stuck into: How To Level Up Your Client Experience As A Financial Advisor.

YOU WILL LEARN:
👉 How to upgrade your entire planning process to deliver recurring value
👉 How to grow a niche financial planning practice from scratch (Dentist Advisors)
👉 Why you should focus on the technology side of back-end planning
👉 How to transform your client experience from static to dynamic
👉 Why marketing and lead generation should be your focus

Watch the full video interview here:
👉 https://youtu.be/RWlLLU9kwo0

Do you need to level up your client experience as a financial advisor? Let us know in the comments below. 👇👇👇

How To Level Up Your Client Experience As A Financial Advisor | Reese Harper Interview The demand for more holistic, high-touch advisors with flexible planning methods is insane right now. But the marketplace isn’t trying to solve the problem, ...

[Video Interview] 💡 How To Build Resilience & Thrive As A Financial Advisor During Challenging Times (With Dr Jack Singer author, speaker, psychologist)

What does a sports psychologist (who has worked with 3 Olympic Gold Medalists) have to do with Financial Advisors?

Well as it turns out, quite a lot. After the 2008 financial crash, Dr Jack Singer realized that financial professionals needed his help in dealing with their mental well being just as much as his previous elite sports clients.

He now helps financial advisors to find the exact source of their stress and anxiety, and take immediate action in order to move forward.

Dr Jack Singer has a PHD in Organizational Psychology and is the author of “The Financial Advisor’s Ultimate Stress Mastery Guide”.

IN THIS VIDEO, YOU WILL LEARN:

👉 The three R’s of performance intelligence (RECOGNIZE self-limiting beliefs, RETAIN a mental toughness routine and RE-ENERGIZE your personality)
👉 How to avoid the 10 most difficult kinds of clients
👉 How to change your mindset to look at situations in a realistic way
👉 How to slow down the sale and start solving problems for your prospects

Check out the video interview here:
https://youtu.be/KONxvt9QuxY

Do you need to build more resilience as a financial advisor? Let me know in the comments below. 👇👇👇

​​How To Build Resilience & Thrive As A Financial Advisor During Challenging Times: Dr Jack Singer What does a sports psychologist (who has worked with 3 Olympic Gold Medalists) have to do with Financial Advisors?Well as it turns out, quite a lot. After th...

[Video Interview] 🎤 How To Run A More Efficient Practice As A Financial Advisor (With Corey Westphal from Mobile Assistant, Inc.)

Sick of having to document detailed notes on every client interaction?

Are the rapidly increasing compliance requirements frustrating you and taking all your time?

These guys solve this problem elegantly using professional dictation, while still managing to get 99.7% accuracy!

Today we interview Corey Westphal, founder and CEO of Mobile Assistant. Hailing from Madison, Wisconsin, he tells us that ⅔ of your short term memory is gone after just an hour! Which means that advisors need to stop relying on memory or scrappy notes in order to record their client interactions and recommendations.

IN THIS VIDEO, YOU WILL LEARN:
👉 How to run a more efficient practice
👉 How to stay on top of your increasing compliance obligations
👉 How to make tech and AI do the heavy lifting for you
👉 Why software dictation services just don't cut it - Only 70% accurate!!

Check out the video interview here:
👉 https://youtu.be/-en9bZxBVrA

Have you levelled up your client notes game yet? Let me know in the comments below. 👇👇👇

How To Run A More Efficient Practice As A Financial Advisor How to run a more efficient practice as a Financial Advisor. Tackling tough compliance requirements can double your time in the office. The pitfalls surround...

[Video] 🎥 Do you run your financial advisory practice the way other people expect you to?

Or do you "play your own game" and forge your own path?

Far too many financial advisors feel very restricted by what other people think (or might think) and by the dreaded compliance department.

In this short video I give you 6 ways to start running YOUR practice YOUR way!

YOU WILL LEARN:
👉 Why other people's expectations are really not that important
👉 The 6 key things that you need to focus on now to "Play your own game!"
👉 How to not be intimidated/restricted by your compliance department

You can access the video here 👉 https://youtu.be/9TXbKreZiQc

Let us know what you think in the comments. 👇👇👇

Financial Advisory Practice Expectations (and how to ignore them!) Financial Advisory Practice Expectations (and how to ignore them!). Running a financial advisory practice can be difficult even at the best of times. Practic...

I was a guest with Fraser Jack on the XY Adviser podcast recently. We discuss how to build, launch and scale your financial advisory practice using Linkedin.

You can check it out here:
http://www2.xyadviser.com/xyyoutube233

Let me know what you think in the comments below. 👇👇👇

#233 Paul Thompson Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to build, launch and scale your business using Linked...

[Video Interview] 📹 How Tech Can Transform Your Onboarding Process As A Financial Advisor. (With Sebastian Skwarek from PreciseFP - By advisors, for advisors)

You’re not still working through paper-based or fillable pdf's to onboard new clients are you?

Remote working is here to stay, which means that financial advisors NEED a digital way to work. Not only is this more efficient for you, but your clients can also move through the onboarding process without friction.

In this interview we spoke to Sebastian Skwarek, Co-Founder of Precise FP, who specializes in creating customizable but frictionless onboarding processes for financial advisory firms.

IN THIS VIDEO YOU WILL LEARN:

👉 Why digital onboarding tech is more efficient than a 30-minute zoom call
👉 How to get over the learning curve (Hint: it only takes 1 hour!)
👉 Why there is no longer resistance towards bringing in more technology
👉 How to integrate onboarding with your overall marketing strategy

Thanks again to Sebastian Skwarek for joining us in this interview.

👉 https://youtu.be/ynq5iqLjnzQ

Have you levelled up your onboarding yet? Let me know in the comments below. 👇👇👇

How Tech Can Transform Your Onboarding As A Financial Advisor How Tech Can Transform Your Onboarding As A Financial Advisor // You’re not still working through paper-based or fillable pdf onboarding are you?Remote worki...

[Interview] 🎥 How To Boost Your Business As A Financial Advisor By Writing a Book (With Amy Buttell from Lake Effect Creative)

Ever thought about writing a book, but think you don't have the time?

It's a very common problem...

According to my guest today: I want your book to show your life’s work, not be your life’s work. Amy is the expert in ghostwriting for financial advisors and author of “Get your book done in this lifetime!”

IN THIS VIDEO, YOU WILL LEARN:
👉 How to use your book to bridge the “Trust gap”
👉 The 5 key phases to getting a book done as a financial advisor
👉 What your writing schedule should look like
👉 How to repurpose your book to drip a ton of content out to your audience
👉 How to get over insecurity about your writing style. Tip: WORD VOMIT is really useful
👉 Why you should NEVER use Google Docs to write your book

Thanks again to Amy Buttell for joining us in this interview.
👉 https://youtu.be/RzvaRtw8Ye0

Have you thought about or already written your book? Let me know in the comments below. 👇👇👇

How To Boost Your Business As A Financial Advisor By Writing A Book A book can be a great marketing tool for a financial advisor. But, a lot of us get trapped in the cycle of writing and it drags on forever. As Amy Buttell pu...

[Interview] 🎥 Why Estate Planning Is The Missing Piece For Financial Advisors (With Andres Mazabel from Trust & Will)

Did you know that more than 60% of US families do not have a trust or will in place? One of the biggest barriers is cost - with the traditional, old-school method of using an attorney viewed as cumbersome and expensive.

We sat down with Andres Mazabel, business development manager at Trust and Will. He is on a mission to make estate planning more accessible and take the pain of it off the advisors plate. (Using some great disruptive tech!)

In this video you will learn:
👉 Why you should care about estate planning
👉 How technology is really changing the game in the advisory industry
👉 Why you SHOULDN’T just go through a local attorney
👉 Why advisors tend to feel intimidated by estate planning (and how to overcome it)

So if you want to see how estate planning is getting disrupted, check out the video interview here:

👉 https://youtu.be/3q55H9GEN28

What do you struggle most with in relation to estate planning? Let me know in the comments below. 👇👇👇

Why Estate Planning Is The Missing Piece For Financial Advisors Why Estate Planning Is The Missing Piece For Financial Advisors // Did you know that more than 60% of US families do not have a trust or will in place? One o...

[Interview] 🎥 How Financial Advisors Can Embrace Technology To Raise Their Paraplanning Game (With Adam George from PowerPlanner Solutions)

DO YOU EVER FEEL LIKE YOU ARE DROWNING UNDER A MOUNTAIN OF ADMIN AS A FINANCIAL ADVISOR?

Today's interview guest saw this problem and applied his considerable IT skills to solving it. Adam George shows us how you can leverage AI technology to take away some of the paraplanning heavy lifting.

He runs PowerPlanner Solutions who provide a streamlined and reliable suitability report writing service. (UK based)

IN THIS VIDEO INTERVIEW YOU WILL LEARN:
👉 Why recruiting a great paraplanner is like finding a hen’s tooth
👉 Why using AI tech is actually useful for financial advisors (rather than just another piece of tech)
👉 How to crawl before you walk in outsourcing your report writing
👉 Why you don’t want to do report writing manually (TIP: humans make mistakes, copy and paste problems can be DISASTROUS).

So if you need to raise your paraplanning game in your advisory practice, check out the video interview now.
👉 https://youtu.be/WHJIH0xwF1Q

What do you struggle most with in relation to your paraplanning? Let me know in the comments below. 👇👇👇

How Financial Advisors Can Embrace Technology To Raise Their Paraplanning Game Paraplanning is not the sexiest job as a financial advisor or wealth manager. But over recent years, there has been more software and tools to aid you in the...

[Interview] 🎥 5 Ways Financial Advisors Can Manage Their Time Better 🕒 (With Travis G. Parry, Ph.D. ⌚)

ARE YOU GUILTY OF OVERWORKING AS A FINANCIAL ADVISOR?

While most business owners and financial professionals go into business for time and freedom, many end up overworking themselves to make it all happen.

Our interview guest today is Dr. Travis Parry, the founder of the Make Time Institute and the author of Achieving Balance. But he is also a former financial advisor who really gets the problems and challenges of running an advisory practice.

In this interview you will learn:
👉 5 ways to manage your time better as a financial advisor
👉 How to avoid the workaholic trap (and dealing with “work creep”)
👉 How to identify your sweet spot
👉 The 4 top time wasters for financial advisors
👉 How to use “delegate, delete or automate” properly in your practice

Watch the full video interview:
👉 https://youtu.be/tfAJvkImqNE

Check out Travis's Book:
ACHIEVING BALANCE: The Make Time Method for Advisors To Reach Business And Personal Goals ...In An Overworked World.
https://www.travisparry.com/book

What do you struggle most with in relation to time management? Let me know in the comments below. 👇👇👇

5 Ways Financial Advisors Can Manage Their Time Better 5 Ways Financial Advisors Can Manage Their Time Better // Running a financial advisory firm is absolutely something to be proud of. However, the chaos and st...