ABOUT THIS PODCAST 🔗
The Augmented Advisor podcast, presented by Blueleaf, is a monthly show hosted by John Prendergast.
The show is designed to help independent financial advisors, RIAs, and broker-dealers learn new ways to grow their businesses, better engage clients and prospects, and become more efficient and profitable.
Some of today's brightest minds in finance, technology, marketing, and the wider world of business join John for an exploration of new ideas that we think you will find interesting and useful in your business.
Hosts:
Update frequency:
every 46 days
Average audio length:
51 minutes
Guest interviews
Has sponsors
English
United States
45 episodes
since Aug. 26, 2021
episodic
LATEST EPISODE 🔗
The Ultimate Guide to Using YouTube for to growth a wealth management firm with James Shackell
🔥 Welcome to The Augmented Advisor! Today, we chat with James Shackell, a UK-based financial advisor with a thriving YouTube channel boasting almost 180,000 subscribers and 13 million views. James re…
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PREVIOUS EPISODES 🔗
Join us for an enlightening episode of The Augmented Advisor, featuring Katie Braden, CFP and founder of Advisor Video Marketing.
Katie shares her journey from creating one of the first virtual subscription businesses in financial planning to becoming an international speaker and consultant. …
Join us on the Augmented Advisor as we chat with Devin Carroll of Carroll Advisory Group. With nearly 50 million views on YouTube and a successful podcast, Devin has transformed his business through a unique content creation strategy. Discover how a straightforward approach has connected him deeply…
Want to learn how to create incredible growth using short-form video?
Join John Prendergast and the most followed CFP® on the planet, Nick Meyer, as they dive deep into transformative strategies for mastering short-form video marketing. Nick’s wealth management and personal finance videos have…
🔥 Are you looking to revolutionize your LinkedIn presence?
Join John Prendergast and rising LinkedIn star Mando Sallavanti III, CFP®, CEPA, CLTC® as they dive deep into transformative strategies for mastering LinkedIn. This conversation is packed with actionable advice for anyone aiming to enhanc…
Pete Matthew isn’t your typical advisor. He’s cracked the code on two marketing channels. He’s netted almost 7 million video views and 4.5 million podcast downloads.
And with over 300 leads per year and growing, his biggest problem is keeping up with the demand he’s created.
Oh and the big clie…
If you want to learn financial advisor marketing, you'll want to learn from Nate. Nate Hoskin is the 3rd most followed CFP in the world across social media. He dares you to come take his title and he'll even help you do it.
How do you make a boring topic like Tax go viral? How do you build for co…
How does a latecomer to financial advice generate leads from her cooking show? That’s the curious case of Shelley Nadel, CFP. She is the founder of Financial Success Strategies and Food and Finance.
What makes Shelley so interesting to me is that she’s combined 2 passions, food and finance, into …
Dawn has grown her wealth management business and brand by extending her client experience out into the world on a mission to help more people. In doing so, she’s built a fast-growing firm and a dedicated following.
The thing that I found really compelling when I was looking at what Dawn Dahlb…
Julie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for …
Disclaimer: The podcast and artwork embedded on this page are from Blueleaf, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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