Podcast


On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how to successfully market yourself in this ever-changing landscape.

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Successful Systems & Processes for Growth with Michael Mezheritskiy

From the importance of consistent marketing to the power of tax-centric planning, Michael discusses the pivotal decisions and tools that propelled his firm to new heights. Whether you're a solo practitioner or part of a larger firm, this episode is packed with valuable takeaways for any financial advisor looking to scale their business.

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Marketing That's Working Right Now


December can be a challenging month for financial advisors, with fewer appointments and a surge in cancellations. However, keeping your pipeline brimming for the new year is pivotal. That’s why we want to drill down on two marketing strategies that are working right now and that’s webinars and seminars.

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5 Things Destroying Your Facebook Ads

Advertising on social media platforms such as Facebook is more than just a passing trend; it’s a powerful marketing tool with the potential to drive significant traffic to your business. However, like any other tool, it needs to be used effectively to yield the desired results. We'll tell you how to get someone through the funnel – from the lead to the appointment on your calendar – with the quality you’re looking for.

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About

Contact

4550 W 77th Street, Edina MN, 55435

support@mastermindadvisor.com

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