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The Advisor Odyssey - Strategies for Financial Advisors
Daniel Hotujac
51 episodes
3 days ago
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.
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Marketing
Business
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All content for The Advisor Odyssey - Strategies for Financial Advisors is the property of Daniel Hotujac and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.
Show more...
Marketing
Business
Episodes (20/51)
The Advisor Odyssey - Strategies for Financial Advisors
51 - 10 Affordable Marketing Funnels YOU Should Know About!

In this re-aired episode, Daniel lays out 10 affordable, or completely free marketing funnels that every advisor, agent, or broker should know about!  Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠⁠⁠⁠⁠ Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
20 minutes 34 seconds

The Advisor Odyssey - Strategies for Financial Advisors
50 - Types of Procrastination & Your R.O.T.I.

In this episode, Daniel gives you 3 different types of procrastination, as well as defining and explaining R.O.T.I. Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠⁠⁠⁠ Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
16 minutes 1 second

The Advisor Odyssey - Strategies for Financial Advisors
49 - 5 Favorite Questions I've Been Asked by Advisors

In this episode, Daniel analyzes and answers his 5 favorite questions that he's been asked by advisors. Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠⁠⁠ Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
17 minutes 26 seconds

The Advisor Odyssey - Strategies for Financial Advisors
48 - 8 Ways to Increase ROI from Radio!

In this episode, Daniel lays out 8 things you can do to make your radio show, radio ads, or whatever radio marketing you're doing more successful in ROI!

Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠⁠⁠

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
20 minutes 12 seconds

The Advisor Odyssey - Strategies for Financial Advisors
47 - 5 Ways to Sabotage Yourself on Social Media

In this episode, Daniel lays out 5 things NOT to do on social media if you want to be successful!


Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠⁠

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
13 minutes 13 seconds

The Advisor Odyssey - Strategies for Financial Advisors
46 - Is Email Marketing Really Worth It?

In this episode, Daniel explains the three big reasons why email marketing IS worth it, and how it can help you to grow your business.

Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠⁠

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
18 minutes 28 seconds

The Advisor Odyssey - Strategies for Financial Advisors
45 - Seven Time Wasters to Avoid

In this episode, Daniel lays out 7 ways you are losing time, and some helpful ways to optimize your time!

Subscribe to the Weekly Voyage Newsletter Here: ⁠⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠⁠

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
16 minutes 13 seconds

The Advisor Odyssey - Strategies for Financial Advisors
44 - Crash Course: DIY Digital Marketing Strategy

In this episode, Daniel gives you a breakdown of you how can set up a DIY marketing strategy by giving you four important questions to think through.

Subscribe to the Weekly Voyage Newsletter Here: ⁠https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/⁠

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
24 minutes 12 seconds

The Advisor Odyssey - Strategies for Financial Advisors
43 - Maximizing Your Existing Client Database

In this episode, Daniel shares some practical ways to look within your existing book of business to find new business!

He also answers questions on;

-Marketing to a specific niche

-Paying for marketing & what works best

and

-Is it worth the effort to get my Series 65?

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
31 minutes 52 seconds

The Advisor Odyssey - Strategies for Financial Advisors
42 - Automated Marketing Strategies

In this episode, Daniel breaks down 3 automated funnels everyone could and should be using; email marketing, automated webinars, and call centers! 

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
24 minutes 28 seconds

The Advisor Odyssey - Strategies for Financial Advisors
41 - 5 Client Appreciation Event Ideas

In this episode, Daniel lays out the difference between client appreciation events and referral events, as well as giving 5 fun ideas for client events! 

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
18 minutes 14 seconds

The Advisor Odyssey - Strategies for Financial Advisors
40 - Adding Value During Annual Client Reviews

In this episode, Daniel helps to reframe the way you look at and approach your client annual reviews, as well as giving you some practical ways to add value during those meetings.

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
21 minutes 15 seconds

The Advisor Odyssey - Strategies for Financial Advisors
39 - Secret Shoppers

In this episode, Daniel talks about how to incorporate secret shoppers into your business, as well as some of the things they'll be looking for.

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
7 minutes 16 seconds

The Advisor Odyssey - Strategies for Financial Advisors
38 - Finding Your Ideal Client Profile

In this episode, Daniel talks about how to identify key elements about your existing clients to figure out who your ideal clients would be!   

Subscribe to the Weekly Voyage Newsletter Here: https://www.linkedin.com/newsletters/weekly-voyage-7014339832185307136/

 Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
15 minutes 42 seconds

The Advisor Odyssey - Strategies for Financial Advisors
37 - 10 Ways to Increase 2nd & 3rd Appt. Stick %

In this episode, Daniel lays out 10 ways you can stop losing prospects between your 1st and 2nd or 2nd and 3rd appointments! 

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
14 minutes 18 seconds

The Advisor Odyssey - Strategies for Financial Advisors
36 - Just Talk About the Why

In this episode, Daniel gives some practical advice and talks about how important it is to not get lost in the details, but focus on the WHY when talking to prospects and clients.

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
14 minutes 48 seconds

The Advisor Odyssey - Strategies for Financial Advisors
35 - Talk About Taxes

In this episode, Daniel explains why it's incredibly helpful, both to you and your clients, and even prospects, for you to talk about taxes! 

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
18 minutes 56 seconds

The Advisor Odyssey - Strategies for Financial Advisors
34 - 1 Document Every New Client Must Be Given

In this episode, Daniel gives you a practical way to simplify your client onboarding process - with 1 document to rule them all! 

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
21 minutes 6 seconds

The Advisor Odyssey - Strategies for Financial Advisors
33 - How to Run a Better Discovery Meeting

In this episode, Daniel lays out 5 things you need to try to accomplish during your first discovery meeting! 

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
30 minutes 33 seconds

The Advisor Odyssey - Strategies for Financial Advisors
32 - 4 Questions to Ask Yourself Heading Into the New Year

In this episode, Daniel gives you 4 questions to help reflect on your 2022 and get ready for 2023! 

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

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2 years ago
11 minutes 25 seconds

The Advisor Odyssey - Strategies for Financial Advisors
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.