Breaking Down Barriers: TerraWealth's Advisor-Centric Platform
In this episode of the Advisors Collective Podcast, hosts Joshua Mauk and Annette McKeown discuss the impact of evolving technology on the financial advisory industry. They emphasize the importance of adapting to new technologies such as AI, social media, and crypto in order to stay competitive.
The conversation highlights the innovative approach of TerraWealth, a company built by advisors for advisors, offering a full hybrid platform that includes advanced CRMs, marketing support, and flexible compliance solutions.
They explore TerraWealth's unique royalty compensation model, the significance of integrating old and new marketing techniques, and preparing for the future landscape of financial advisory. The episode provides valuable insights for advisors looking to grow, scale, and future-proof their practices.
13 Feb 2025
Tim Ferriss in Lancaster? What I learned from a Surprise Encounter.
Joshua Mauk, host of the Advisors Collective podcast, recounts his unexpected encounter with Tim Ferriss in Lancaster, Pennsylvania. He shares seven valuable insights he gained from their brief breakfast interaction. These lessons include taking opportunities, giving genuine compliments, revisiting impactful ideas from 'The Four-Hour Work Week', recognizing podcast innovations, being gracious and kind, engaging in deeper discussions, and the importance of authenticity. The encounter highlighted Ferriss's genuine nature and offered reflections on building meaningful relationships and personal branding in the financial advisory field.
00:00 Meeting Tim Ferriss: An Unexpected Encounter
02:07 Key Lessons from Tim Ferriss: Take Your Shot
02:41 Genuine Compliments and Deep Conversations
04:08 The Impact of the Four Hour Work Week
04:30 Podcast Innovation and Long Form Content
05:12 Be Gracious and Kind: Tim's Welcoming Demeanor
06:29 The Importance of Authenticity
08:16 Final Thoughts and Book Recommendations
12:05 Podcast Disclosures and Legal Information
30 Jan 2025
The Best of Both Worlds: Learn to connect, collaborate, and thrive by merging past practices with future-focused tools.
Building a strong referral network starts with being a proactive connector—introducing people to opportunities, services, and professionals that align with their needs. Trusting in the power of giving, whether through time, resources, or thoughtful gifts, fosters goodwill and strengthens relationships over time. Sharing success stories, collaborating with other professionals, and facilitating strategic introductions enhance credibility and trust. Thoughtful gift-giving further personalizes connections, leaving a lasting impression. By focusing on intentional actions, authentic relationships, and long-term impact, these strategies create a network of mutual support that benefits both personal and professional growth.
16 Jan 2025
The King's Journey: From Boyhood Habits to Heroic Leadership
Pete Taylor and Joshua explore the transformative power of discipline, revealing how mastering structural, reactive, and expansive discipline can unlock heroic leadership and life fulfillment.
2 Jan 2025
Unlocking Explosive Growth, Supernova Meets EOS
How to Scale Your Financial Advisory Practice: Integrating Supernova and EOS Frameworks
In this episode of the Advisors Collective Podcast, host Joshua Mauk discusses the benefits of introductions over referrals for financial advisors and shares insights from the book 'Supernova' by Rob Knapp.
Joshua outlines the six key points of the Supernova process, including Client Segmentation, Team-Based Approach, 12-4-2 Framework, Time Management, Client Experience, and Systemization. He then explains how to integrate these Supernova principles with the EOS (Entrepreneurial Operating System) to create a structured and scalable high-performance framework for financial advisory practices.
Key topics covered include client segmentation, building a support team, implementing effective client communication systems, time management strategies, and the importance of systemization in scaling a financial advisory business.
18 Dec 2024
Not Your Average Dinner Event: How to Engage Top-Tier Prospects
Advisors Collective host reveals how to engage top-tier prospects with innovative prospecting strategies, including hosting exclusive events, using personalized invitations, and leveraging partnerships with centers of influence.
26 Nov 2024
10 Points on how to create an unbelievable work-life balance.
Joshua Mauk shares 10 actionable steps for financial advisors to achieve an unparalleled work-life balance through prioritization, structured scheduling, and boundary setting.
8 Oct 2024
The magic of Google reviews
Join Joshua Mauk as he highlights the dynamic team of Joe Kochenour and Justin Pierce from Leader Heights Advisory in Pennsylvania. Discover how they've combined old-school charm with new-school tactics to build a thriving financial advisory practice. With discussions on the power of partnership, the importance of Google reviews, and marketing strategies that blend digital innovation with traditional methods, this episode offers valuable insights for financial advisors seeking to grow their practices. Be inspired by their journey from individual advisors to a powerful, cohesive team delivering exceptional client experiences.
25 Sept 2024
How Arizona’s legal reforms are shaping the future of the industry
Joshua Mauk welcomes Mike Payne, JD, CPA and founder of Boss Advisors, to explore the intersection of tax and legal services for financial advisors. They discuss toolsets and skillsets in client relationships, the benefits of subscription models, and Arizona's progressive business regulations. Tune in to discover strategies for integrating CPA and legal services, the nuances of working remotely, and the importance of deepening professional relationships. Learn how advisors can offer proactive, holistic advice and efficiently scale their businesses.
6 Sept 2024
Hidden wealth secrets of Fixed Indexed Annuities
Walker Ham, Senior VP at Financial Independence Group, joins Joshua Mauk to explore the evolving landscape of insurance products, risk management, and the role of IMOs in today’s financial advisory world. They discuss the impact of technology on the industry, the misconceptions about insurance amongst fee-based advisors, and the importance of holistic planning for clients. With insights into fixed indexed annuities, advanced market planning, and industry trends, this episode is a deep dive into how advisors can better serve their clients' diverse needs. Don't miss the engaging dialogue on modern financial strategies and future industry challenges.
23 Aug 2024
Revamping Financial Advisory for the Digital Age
Episode three of Advisors Collective, hosted by Joshua Mauk and Annette Mckeown, delves into transforming financial advisory practices through modern tech and marketing. They discuss the pivotal role of digital presence, social media, CRM systems, and automation tools in elevating client satisfaction and business growth. With insights on overcoming compliance challenges, this episode sheds light on effectively engaging older clients and their beneficiaries. Tune in for a practical guide to staying competitive in an evolving industry. Subscribe to Advisors Collective
5 Aug 2024
Turning Legacy Business into a Goldmine: The Power of Aggregation
About the Guest(s):
Scott Leonard is the CEO of Terra Wealth Management with a distinguished career history including roles at Hartford Life, Protective Life, and Lincoln Financial. With 17 years on the wholesale side of the business, Scott brings a wealth of experience and insights into the financial planning and advisory industry.
Jeremiah Diamond is a founder and head of mergers and acquisitions at Terra Wealth Management. Having started as an independent financial advisor, Jeremiah is deeply knowledgeable in handling large client portfolios and developing strong, enduring relationships. His background encompasses extensive work in East Texas and a passion for serving his clients.
Episode Summary:
In this episode of Advisors Collective, hosts Josh, Scott Leonard, and Jeremiah Diamond dive deep into the importance of having a purpose-driven approach to financial advisory. They discuss the challenges they faced in the captive space and the transition to creating Terra Wealth Management—a hybrid structure offering both broker-dealer and RIA services.
The conversation starts with Scott's experience in the financial world, working his way through Hartford Life, Protective Life, and Lincoln Financial. It details his significant encounters, including meeting Jeremiah and the unique client cases they handled together. Jeremiah shares his journey from being an independent advisor to joining forces with Scott, driven by the desire for more flexibility and to make a deeper impact in the industry.
Key Takeaways:
Power of Aggregation: Aggregating multiple lines of business under one umbrella can significantly increase the value of each advisor's book and offer more comprehensive services to clients.
Importance of Relational Business: Transitioning from a transactional model to a relational one can create more meaningful and lasting client relationships.
Succession Planning: A well-thought-out succession plan is crucial, especially for aging advisors looking to ensure that their clients continue to receive exemplary service.
Teamwork and Philosophical Alignment: The importance of working with a team that shares your values and philosophies can't be underestimated. This partnership is essential for long-term success.
Industry Challenges and Opportunities: The financial advisory industry is ripe for disruption, and there is a significant opportunity to innovate and provide better services through new business models like Terra Wealth Management.
29 Jul 2024
Breaking Free from the Scarcity Mindset: Building a Wealthy Future
Welcome to the inaugural episode of the Advisors Collective Podcast with your host, Joshua Mock, and his special guest, Annette McKeown. This episode is packed with entrepreneurial insights, heartfelt stories, and practical advice, making it an essential listen for financial advisors and business professionals aiming to elevate their careers. Recorded in Annette's charming Indiana coffee shop, the conversation unfolds organically, creating an intimate and engaging listening experience.
The episode kicks off with Joshua reflecting on his early entrepreneurial spirit, recounting his days of running an impromptu toll booth and fixing lawnmowers for cash. As the discussion progresses, Joshua and Annette delve into his transition from a management role at Gander Mountain to dropping out of college and venturing into the financial world. The conversation highlights the critical role of mentorship in his journey and explores the mindset needed to break free from limiting financial beliefs. Joshua also shares valuable lessons about balancing work and family life, emphasizing the importance of intentionality and efficiency.
Joshua Mauk: Joshua is a driven entrepreneur and financial advisor with a rich history in business and finance. Initially starting his career with a small, unregistered landscaping company in high school, Joshua later entered the corporate world, working in management for Gander Mountain. He transitioned into financial services, working under a seasoned mentor, and has since built a robust career in the industry. Joshua is now the host of the Advisors Collective Podcast.
Annette McKeown Annette is a close friend of Joshua and an influential person in his professional journey. She runs a successful coffee shop in Indiana, where many pivotal and brainstorming meetings for Joshua's endeavors have taken place. Annette brings insightful perspectives on entrepreneurship, business, and personal growth to the podcast.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
7,720
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 32 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
17
Social presence
0
YouTube
68
Engagement
51
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