http://www.newrulesofinvesting.com Thu, 13 Nov 2014 16:09:16 +0000 Thu, 13 Nov 2014 16:09:16 +0000 60 en Copyright, Tradestreaming Media LLC, 2011 feeds@soundcloud.com (SoundCloud Feeds) WHERE INVESTMENT BUSINESSES GROW helping investment professionals with tips, tools and technologies to build their practices. Expert interviews. where investment businesses grow Zack Miller no https://i1.sndcdn.com/avatars-000003827668-iuxqzw-original.jpg http://www.newrulesofinvesting.com invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIAhelping investment professionals with tips, tools and technologies to build their practiceszack.miller@gmail.comZack Miller tag:soundcloud,2010:tracks/33652896 Tue, 17 Jan 2012 08:35:40 +0000 https://soundcloud.com/newrulesofinvesting/insider-tips-from-a-wall 00:07:57 newrulesofinvesting no Roy Cohen is a veteran on Wall Street, helping financial professionals find their dream jobs and carve out successful career paths on Wall Street. He's also the author of the Wall Street Professional's Survival Guide: Success Secrets of a career coach. He'll be speaking at our 4 day bootcamp -- the 2012 Financial Career Bootcamp in February. He's an expert you don't want to miss. He joins 7 other experts in their fields to help today's job seeker navigate finding the right job on Wall Street, hedge funds, finance, and investment advisory. Check it out here: http://www.tradestreaming.com/landing/4-days-to-a-better-job-yup/ Roy Cohen is a veteran on Wall Street, helping fi… Roy Cohen is a veteran on Wall Street, helping financial professionals find their dream jobs and carve out successful career paths on Wall Street. He's also the author of the Wall Street Professional's Survival Guide: Success Secrets of a career coach. He'll be speaking at our 4 day bootcamp -- the 2012 Financial Career Bootcamp in February. He's an expert you don't want to miss. He joins 7 other experts in their fields to help today's job seeker navigate finding the right job on Wall Street, hedge funds, finance, and investment advisory. Check it out here: http://www.tradestreaming.com/landing/4-days-to-a-better-job-yup/ zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA tag:soundcloud,2010:tracks/31115387 Tue, 20 Dec 2011 06:49:37 +0000 https://soundcloud.com/newrulesofinvesting/using-linkedin-to-network-and 00:29:16 newrulesofinvesting no LinkedIn is such a powerful tool for researching prospects and networking with professionals, I'm always surprised when I meet advisors who aren't using it. Oh, and it's free. Hard to beat that. Wayne Breitbarth, the author of The Power Formula for LinkedIn Success, joins me to discuss the power of LinkedIn and how financial and investment advisors can quickly get on the platform and begin getting real value out of the business social network. Learn *why your profile on LinkedIn is so important and how to optimize it *how LinkedIn is NOT a resume and how to structure your story to maximize *networking and prospecting activities *how Wayne dissected my LinkedIn profile with real action points to make it stronger *how advisors can use LinkedIn redefine their value proposition to go after new business Come to www.newrulesofinvesting.com -- Wayne's recommended a resource that I'll point you to and there's lots of other (free) powerful marketing advice to help build your financial practice. LinkedIn is such a powerful tool for researching … LinkedIn is such a powerful tool for researching prospects and networking with professionals, I'm always surprised when I meet advisors who aren't using it. Oh, and it's free. Hard to beat that. Wayne Breitbarth, the author of The Power Formula for LinkedIn Success, joins me to discuss the power of LinkedIn and how financial and investment advisors can quickly get on the platform and begin getting real value out of the business social network. Learn *why your profile on LinkedIn is so important and how to optimize it *how LinkedIn is NOT a resume and how to structure your story to maximize *networking and prospecting activities *how Wayne dissected my LinkedIn profile with real action points to make it stronger *how advisors can use LinkedIn redefine their value proposition to go after new business Come to www.newrulesofinvesting.com -- Wayne's recommended a resource that I'll point you to and there's lots of other (free) powerful marketing advice to help build your financial practice. zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA tag:soundcloud,2010:tracks/19667229 Sun, 24 Jul 2011 09:19:43 +0000 https://soundcloud.com/newrulesofinvesting/building-a-financial-advisory 00:32:16 newrulesofinvesting no Content is helping financial business grow in an immediate, impactful way. An experienced Wall Street stock analyst, Michael Becker of MD Becker Partners joins us to discuss how he uses a newsletter, Life Science Digest, to grow his expertise and produce leads and an audience for his advisory business. Becker is using content to grow his business. He shares what's worked for him, what hasn't and how he thinks about using content to land new clients in the future. Content is helping financial business grow in an … Content is helping financial business grow in an immediate, impactful way. An experienced Wall Street stock analyst, Michael Becker of MD Becker Partners joins us to discuss how he uses a newsletter, Life Science Digest, to grow his expertise and produce leads and an audience for his advisory business. Becker is using content to grow his business. He shares what's worked for him, what hasn't and how he thinks about using content to land new clients in the future. zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA tag:soundcloud,2010:tracks/19336254 Tue, 19 Jul 2011 10:15:12 +0000 https://soundcloud.com/newrulesofinvesting/1-of-5-new-rias-get-registered 00:21:40 newrulesofinvesting no In 2010, RIA-in-a-Box handled 1 of every 5 successful new registrations for an investment advisory license. Zachary Gronich began his career helping CPAs get registered as RIAs and he morphed his business into a growth machine. In this episode of New Rules of Investing Radio, you'll learn: * why RIA-in-a-Box is growing like a weed (over 50% year over year) * why more advisors choose to outsource registration and compliance * what Gronich expects from future regulatory regimes * how he is scaling his firm for future growth Thanks for joining us on this episode of New Rules of Investing Radio -- where we discuss tools, tips and technologies for financial service professionals to grow their businesses. You can find this episode and our archives on NewRulesofInvesting.com and on iTunes. In 2010, RIA-in-a-Box handled 1 of every 5 succes… In 2010, RIA-in-a-Box handled 1 of every 5 successful new registrations for an investment advisory license. Zachary Gronich began his career helping CPAs get registered as RIAs and he morphed his business into a growth machine. In this episode of New Rules of Investing Radio, you'll learn: * why RIA-in-a-Box is growing like a weed (over 50% year over year) * why more advisors choose to outsource registration and compliance * what Gronich expects from future regulatory regimes * how he is scaling his firm for future growth Thanks for joining us on this episode of New Rules of Investing Radio -- where we discuss tools, tips and technologies for financial service professionals to grow their businesses. You can find this episode and our archives on NewRulesofInvesting.com and on iTunes. zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA tag:soundcloud,2010:tracks/18193468 Fri, 01 Jul 2011 06:30:24 +0000 https://soundcloud.com/newrulesofinvesting/the-future-of-financial 00:44:09 newrulesofinvesting no The Internet has changed the way many professional services firms market themselves and service clients. The financial services industry has been slow to adopt cutting-edge technologies and contemporary marketing techniques. Our guest for this episode of New Rules of Investing Radio is Michel Kitces, a renowned speaker, consultant and writer about the entire financial planning business. We discuss * a generational issue keeping many advisors from really understanding social media * why advisors should be using social media even if it never brings a single new client in * why effective use of social media poses no real compliance issues * how early adopting advisors are prospecting online and how it's working Thanks for joining us on the New Rules of Investing Podcast -- where investment businesses grow. You can find this podcast on iTunes or on my blog, www.newrulesofinvesting.com -- archives are available as well. Let us know what's working for you and any ideas for future shows you'd like to see. The Internet has changed the way many professiona… The Internet has changed the way many professional services firms market themselves and service clients. The financial services industry has been slow to adopt cutting-edge technologies and contemporary marketing techniques. Our guest for this episode of New Rules of Investing Radio is Michel Kitces, a renowned speaker, consultant and writer about the entire financial planning business. We discuss * a generational issue keeping many advisors from really understanding social media * why advisors should be using social media even if it never brings a single new client in * why effective use of social media poses no real compliance issues * how early adopting advisors are prospecting online and how it's working Thanks for joining us on the New Rules of Investing Podcast -- where investment businesses grow. You can find this podcast on iTunes or on my blog, www.newrulesofinvesting.com -- archives are available as well. Let us know what's working for you and any ideas for future shows you'd like to see. zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA tag:soundcloud,2010:tracks/16610307 Mon, 06 Jun 2011 08:33:52 +0000 https://soundcloud.com/newrulesofinvesting/building-an-investment 00:40:56 newrulesofinvesting no We're still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time. Nancy Butler's back was against a wall. She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years later, she had built (and sold) a $200M AUM financial planning practice. She continues to consult with financial professionals to help them with her expertise in marketing and sales. In this episode, we discuss: * how to move from getting individual meetings to getting in front of crowds * how to turn passive attendees at seminars into interested prospects * how to find, build, and grow a niche in your financial practice's marketing ***Check out our archives at newrulesofinvesting.com and on iTunes -- make sure you rank/rate the podcast and let us know what you like and what we can do better to improve this podcast We're still jaded with stories of self-made dotco… We're still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time. Nancy Butler's back was against a wall. She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years later, she had built (and sold) a $200M AUM financial planning practice. She continues to consult with financial professionals to help them with her expertise in marketing and sales. In this episode, we discuss: * how to move from getting individual meetings to getting in front of crowds * how to turn passive attendees at seminars into interested prospects * how to find, build, and grow a niche in your financial practice's marketing ***Check out our archives at newrulesofinvesting.com and on iTunes -- make sure you rank/rate the podcast and let us know what you like and what we can do better to improve this podcast zack.miller@gmail.com (Zack Miller)invest,practice,management,business,consulting,marketing,financial,advisor,investment,advisor,RIA