2019's Top Videos For Financial Advisors

It wasn't until the end of 2019 that I reorganized my YouTube channel to support the multiple brands found on it; when I first started my YouTube channel all of the videos were under All About Your Benjamins™ brand and there were different "shows"--Whiteboard Series, Talkin' Shops, Podcasts, and more.

With a slight change in my business model, focusing future growth on working with financial advisors and The Advisor Growth Community™, I decided to keep one YouTube channel, but clearly brand it for All About Your Benjamins™, The Advisor Of Tomorrow™, and The Advisor Growth Community™.

Even though the rebranding didn't happen until late in the year, I thought it would be fun to share some of my favorite videos with advisor-focused content--in the future videos like these will remain Talkin' Shops and under The Advisor Of Tomorrow™.

So with no further ado, here are my favorite videos from 2019:

The Advisor Growth Community™ On The Human Advisor

While not technically on MY YouTube channel, this podcast episode was a lot of fun. Not only did we get to hang out with Tyrone Ross and Jason Wenk, but we also got to share more of the AGC™ story, including sharing some of our vision which we had not had the chance to discuss before.

The Human Advisor is a beautifully produced podcast and video--I'm envious of what they are able to create.

The Advisor Growth Community Early Enrollment Period

Ok, so a bit of a shameless plug, but after watching the last video you may be ready to join the AGC™. While early enrollment might be over, beginning tomorrow you'll be able to sign up for the 2020 enrollment period. I'm very proud of the start The Advisor Growth Community™ has gotten off to and I want to do everything I can to make it a massive success for the advisors in the community--that includes creating a welcoming environment, providing top-notch speakers and webinars, and attracting quality financial advisors, which I assume you are if you're reading this blog.

The Defense Of "Authenticity" And "Genuineness"

Genuine. Authentic. Long Game.

These three words are on the homepage of this website; they are on notecards that I send out; I am constantly mentioning this when talking with other financial advisors--referring to creating content, why we do what we do, or just about anything that comes up in conversations.

Despite my love of talking about being genuine and authentic, I am aware that those words or buzz words and often over/mis-used. But, for those financial advisors (and individuals) that truly buy into being themselves and doing things for the right reasons these two words are exactly the words to be used.

I'll defend authentic and genuine until my grave!

Why Financial Advisors Should Be Doing Video Parts 1 And 2

These two videos go hand-in-hand. Video is and probably will always be my favorite for many reasons, but at the very minimum because you can hit the other mediums from the video--turn it into a blog, podcast, or short audio/video clips.

I hope to see more videos and pictures of videos being made in 2020.

Just because you record videos doesn't mean you have to share them all over social media; if you're not comfortable with having the world view you on video just share them with your intended audience--remember why you're recording them in the first place.

Oh, and while not the same--add Loom (or something similar) to your tool box in 2020. I've been sending video text messages for client videos and other quick personal communications and the response has been overwhelmingly positive.

Don't Sleep On Networking

Financial advisors are taught on the day they are hired to network and develop a strong COI base; the more people you know, the more likely you are to find your next client--it's a numbers game. I won't dispute that networking and building a COI referral strategy is a great way to build your business--it 100% is--and you should do this, but do it genuinely :)

But, DO NOT underestimate the value of networking with your peers--other financial advisors. Our profession is moving away from a zero-sum game; there are more than enough people who need financial advice and need financial advisors. Not only that, but with the growing RIA and independent financial advisors, we are seeing advisors with specific expertise who are better suited for a specific client--it's the rise of the niche.

You will not be the perfect financial advisor for every client. You will be the perfect financial advisor for some clients.

By networking with other financial advisors, understanding their unique strengths and business models, you will be in a better position to direct those prospects who are not a good fit for your practice to an advisor who can take care of them. You'll be surprised how satisfying it is to link a great person up with a great advisor--it's just as good as taking on a new client for your own practice and good deeds tend to be repaid; as Tyrone Ross always tells me, karma is undefeated.

If you think bigger picture, networking with other financial advisors is a huge accelerator for your growth as and advisor and knowledge base. Eventually, a client will have a scenario you've never seen before and the answer or help is just a phone call, DM, or email away---IF you have a network of other financial advisors to call upon.

Networking with financial advisors has been a huge benefit for me, and I want to encourage financial advisors to look at your peers as allies, not competitors. We're all in this together and our profession, including us, gets lifted if we all work together to take care of our clients.

Need help with building your network of financial advisors? Come check out the Advisor Growth Community™ ! ;)

There's more..way more of these coming in 2019!