show episodes
 
Recapture the clear vision and enthusiasm you had before distractions stole your time and energy! On the Distraction-Proof Advisor podcast, we provide real-world-tested solutions and practical steps to help you hone in on what’s important. As a former financial advisor himself, your host, speaker and author Paul Kingsman, understands what financial advisors need to thrive in the real world. And as an Olympic medalist, he knows the challenges and importance of focusing over the long haul to a ...
 
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show series
 
Mitch Anthony has been creating innovative discovery approaches for financial advisors to use for more than two decades. He helps advisors understand the necessity for listening and hearing people, then provides ideas and solutions for doing just that. He’s certainly experienced to do this: he’s helped his local community significantly by establish…
 
LaRae Quy was an FBI undercover and counterintelligence agent for 20 years and spokesperson for the Agency’s San Francisco Division for another 4 years. Today, she marries neuroscience and social psychology to help people develop mental toughness so they can effectively manage their emotions, thoughts, and behavior in ways to set themselves up for …
 
Brian McArthur, creator of the Medicare Execution Process™, understands why Medicare is the most overlooked part of the financial planning process: it’s convoluted, constantly changing and creates minimal revenue. Advisors know Medicare planning is a need for all their clients who reach age 64, yet industry education has been lacking in equipping a…
 
Meghan Hyland is a Financial Advisor, CFP, MBA student, newlywed, Ironman triathlete, and mentor to girls from developing countries. How does she do it all? Discipline. She says while she is disciplined by nature, it is also a skill that she has intentionally nurtured because she has seen how well it has served her and others in the past. Rather th…
 
Playing football in the NFL felt like SaVion Harris’ destiny – his brother and many close friends played, and he always thought he would be next. But a college season filled with multiple significant injuries brought an end to that dream and forced him to pivot. Knowing he had given his all to his lifelong dream, the transition did not leave him fi…
 
So many financial professionals end up trading their health for their career and don’t really take notice of their declining health until they get some shocking wakeup call. But, exercise physiologist and Certified Wellness Coach Stevyn Guinnip says it doesn’t have to be this way. We can avoid or even recover from “Advisor-Bod.” In fact, she says, …
 
Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, says financial advisors are their own worst clients. Advisors rarely do financial planning or retirement planning for themselves like they do for their clients, and most advisors’ business succession plans fail because they never get started. Brock, a 3rd generation financial advisor herself, is founder of …
 
The last two years have changed almost everything, and if you’re relying on old assumptions you likely have the wrong ideas about what your clients need, want and expect, says client insight and engagement expert Julie Littlechild. What has in the past seemed too “touch-feely” to be very relevant to financial advising is now key to effectively conn…
 
Matt Halloran respects how tough it is for financial advisors to run a practice, do effective marketing and live a life. He teaches advisors how to use podcasting to amplify their influence while being themselves, letting their passions shine through and creating strong brands that resonate with ideal prospects and centers of influence – all within…
 
The Family Business Whisperer, David Specht, says working with family-owned businesses is forever interesting because each family is like a unique puzzle. Yet, again and again he sees advisors make the mistake of focusing on product instead of people. And even those who do focus on people can undermine their efforts by leaving key people out of the…
 
Who are your ideal clients? Wouldn’t you like to work with more people just like them? But what will attract people like this to you? Why would they choose you over an advisor down the street? Steve Wershing says your clients know why you’re the best advisor for them and can tell you how to find more clients like them. He is the nation’s foremost a…
 
Part 2 of the process Paul Kingsman and his coaching clients use to set and achieve goals for themselves. After creating your TARGET Goals, which Paul shared in detail in Episode 11 – “Create Your 2022 Blueprint for Success – Part 1,” join him for this next part of creating your pathway to the success you want. He’ll explain how to turn your goals …
 
Paul Kingsman shares the goal-setting and achieving method he uses for himself and his coaching clients, so you, too, can avoid the frustrations and disappointments of New Year resolutions that are long forgotten by February. Learn what to do, step-by-step, to create the tools you need to stop wasting your effort and your time and confidently know …
 
Entrepreneur, money maven, and wealth advisor Nicole Middendorf gets personal about struggles in her life that led to her a low point of feeling she had lost herself in a life she never wanted or imagined. She shares how her own process of figuring out how to start over, including reigniting an entrepreneurial passion she’d had since childhood, and…
 
The financial services industry landscape is fundamentally changing, creating great opportunities, if advisors are willing to shift their mindset and behavior. Mike McGlothlin, an expert in business-growth strategies for financial advisors, shares valuable life lessons learned while working with legendary Indiana basketball coach Bob Knight that, f…
 
Now is an opportune time to build deep and lasting relationships with clients, and the best way to do that, according to Senior Regional Director, Advisory & Intermediary Solutions at Russell Investments, Tim Halverson, is to ask great questions, truly listen to their answers, show them empathy in these uncertain times, and keep them on track with …
 
Over 70% of parents say their number one concern is paying for college, but most advisors do not have the tools, resources, or training to help guide their clients through this daunting and confusing process of making one of the biggest expenditures of their lives. Joe Messinger is on a mission to change the way America shops for college. He and hi…
 
Molly Prues discusses ways advisors can better understand and address the unique needs of their senior clients who are nearing end-of-life and help empower both them as well as strengthen intergenerational relationships by supporting clients’ families. Molly has more than 25 years’ experience working with older adults and their families and also jo…
 
Paul Kingsman shares the main cause of distractions that result in so many of advisors struggling, the keys to creating an effective vision for your business and how to use it to help you identify distractions, direct your daily activities, and ultimately succeed sooner.By Paul Kingsman
 
Go from surviving to thriving. Business transformation expert Jennifer Goldman discusses helping financial advisors make operational changes to end the frustration and overwhelm and create the businesses they always wanted, with happier owners, staff and clients. She highlights common challenges and solutions, that require time, but deliver results…
 
Wendy Boglioli and her teammates went into the 1976 Olympics with the deck stacked against them. After facing a week of devastating defeats in the pool against the systematically doped East German women’s team, the US women decided they were not leaving without a gold medal. Hear about one of the greatest races ever swum, the mindset to succeed in …
 
Calling all financial advisors — get equipped to build the business you want! Frustrated with lurching instead of leading? Has your vision for your business become unfocused as demands and distractions grow? You’re not alone. Most financial advisors feel they don’t have control of their business. But this new podcast will help break free from the f…
 
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