The Augmented Advisor

About The Augmented Advisor

The Augmented Advisor podcast, presented by Blueleaf (https://www.blueleaf.com/), is a monthly show hosted by John Prendergast (https://www.linkedin.com/in/johnprendergast/). 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.

Publisher

Blueleaf

Category

business · technology

Language

en

Explicit

No

First episode

26 Aug 2021

Latest episode

19 Dec 2024

Latest episodes

6 of 45 episodes have a transcript.

1. 

   19 Dec 2024TRANSCRIPT

   The most amazing lead generation engine in Wealth Management

   James Shackell, a UK-based financial advisor, shares his secrets to leveraging YouTube for lead generation, revealing a sophisticated funnel that drives 40 new clients monthly.

2. 

   24 Oct 2024TRANSCRIPT

   The Crucial and Surprisingly Broad Role of Video for Financial Advisors

   Host Katie Braden, CFP, founder of Advisor Video Marketing, reveals how financial advisors leverage video for marketing and client communication, emphasizing authenticity and practical strategies.

3. 

   26 Sept 2024

   How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts

   Host [Host Name] interviews Devin Carroll of Carroll Advisory Group about leveraging YouTube and podcasts to build a thriving financial advising business.

Inside a recent episode

The most amazing lead generation engine in Wealth Management

Published 19 Dec 2024 · Transcript excerpt

[…] And in the first 30 seconds of the video, I'm putting forward this concept of the fact that you trade your time and your health for money over time. And this is something that everybody can relate to, but it's not something that people often have at the front of their minds. And by just visualizing it like this, by putting up that graph, It just helps people to see how over time, ultimately, their resources of time and health are bleeding away. And hopefully, you know, they're accumulating assets on the other side. And I think that the key part about this particular video, and I think, as we all know, as financial planners, the key part with so many clients and why they choose to retire, Is this aspect of time and health and recognizing that these are their most scarce resources right now? […]

Who has been a guest on The Augmented Advisor

Names identified in recent episode analyses. Showing up to five guests.

• James Shackell
• Devin Carroll
• Nick Meyer
• Mando Sallavanti III CFP® CEPA CLTC®
• Pete Matthew

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings

Spotify

5.0 / 5

1 ratings