Steve Salvia's guest appearances

Steve Salvia

Goals Based Advice Podcast

Ensombl Advice Australia

Pat Flynn

Alan Smith

Phil Anderson

Mina Guli

Tim Reid

Cara Williams

Duncan McPherson

Vanessa Bennett

Adam Fraser

Chris Carlin

Andrew Fisher

Adele Martin

Ben Marshan

Steve Crawford

Anthony Noud

OwlTail

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome. Steve Salvia XY: https://www1.xyadviser.com/members/2401306 Steve Salvia LinkedIn: https://www.linkedin.com/in/stevesalvia/ Blackwing Website: https://blackwing.com.au/ Australian Retirement Trust. It’s more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial planning businesses, and the biggest roadblocks they need to overcome. Steve Salvia XY: <a href="https://www1.xyadviser.com/members/2401306" rel="nofollow" target="_blank">https://www1.xyadviser.com/members/2401306</a> Steve Salvia LinkedIn: <a href="https://www.linkedin.com/in/stevesalvia/" rel="nofollow" target="_blank">https://www.linkedin.com/in/stevesalvia/</a> Blackwing Website: <a href="https://blackwing.com.au/" rel="nofollow" target="_blank">https://blackwing.com.au/</a> Australian Retirement Trust. It’s more super for you and your clients. Visit <a href="https://www.australianretirementtrust.com.au/adviser" rel="nofollow" target="_blank">https://www.australianretirementtrust.com.au/adviser</a> Join the XY platform: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a>

#338 Steve Salvia

Financial advisers tend to focus a lot on getting compliance and their back-office operation right while neglecting the one thing that will make their business grow; Attracting new clients! The concept of magnetism is very relevant for financial advisers as attracting the right clients is key while also repelling tyre-kickers.  In this episode, we speak to Steve Salvia, a business growth coach based in Perth to talk about the 6 pillars to create a profitable and successful advice practice.  We discuss how to significantly improve a practice’s business model, client attraction, conversion rate, advice delivery, quality of referrals and marketing. Steve also provides valuable information on how to ‘get hired’ by your prospective clients and then develop mutual commitment with them. This episode is all about overcoming limiting beliefs and position yourselves as financial advisers with confidence, trust and likeability and grow your practice around specific well-designed frameworks. We tap into Steve’s ‘emotional piggy bank’ and did pick up a few gold coins!  Resources: To reach out to Steve Salvia, please contact him via his LinkedIn profile. What You'll Learn From This Episode:   The 6 pillars of a successful practice   How to Differentiate between conversion &amp; attraction   How to structure your client conversation   When building the right process; ‘If it’s worth repeating, it’s worth templating’   How to find your ideal niche   How to create a corporate profile tool   Why overcoming limiting beliefs, is so important   Why it's essential to have a mutual commitment between the client and adviser   How to talk about fees with confidence with your clients   Teaching your clients how to refer effectively   How to get ‘endorsed’ not just referred by your referral partner   About Our Guest: Steve Salvia is the owner and business growth coach at Blackwing Profit Consulting with 23 years of experience in the industry. He had a very unconventional entry into financial advising, being a qualified plumber, but has grown from strength to strength to establish an award-winning accounting and financial planning practice in Perth. Steve is known for his ability to take complex business strategies and turn them into easily understood models ready for application.  For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com Thanks for tuning in

Financial advisers tend to focus a lot on getting compliance and their back-office operation right while neglecting the one thing that will make their business grow; Attracting new clients! The concept of magnetism is very relevant for financial advisers as attracting the right clients is key while also repelling tyre-kickers.  In this episode, we speak to Steve Salvia, a business growth coach based in Perth to talk about the 6 pillars to create a profitable and successful advice practice.  We discuss how to significantly improve a practice’s business model, client attraction, conversion rate, advice delivery, quality of referrals and marketing. Steve also provides valuable information on how to ‘get hired’ by your prospective clients and then develop mutual commitment with them. This episode is all about overcoming limiting beliefs and position yourselves as financial advisers with confidence, trust and likeability and grow your practice around specific well-designed frameworks. We tap into Steve’s ‘emotional piggy bank’ and did pick up a few gold coins!  Resources: To reach out to Steve Salvia, please contact him via his <a href="https://www.linkedin.com/in/stevesalvia/" rel="noopener nofollow" target="_blank">LinkedIn profile</a>. What You'll Learn From This Episode: <ul> <li> The 6 pillars of a successful practice </li> <li> How to Differentiate between conversion &amp; attraction </li> <li> How to structure your client conversation </li> <li> When building the right process; ‘If it’s worth repeating, it’s worth templating’ </li> <li> How to find your ideal niche </li> <li> How to create a corporate profile tool </li> <li> Why overcoming limiting beliefs, is so important </li> <li> Why it's essential to have a mutual commitment between the client and adviser </li> <li> How to talk about fees with confidence with your clients </li> <li> Teaching your clients how to refer effectively </li> <li> How to get ‘endorsed’ not just referred by your referral partner </li> </ul> About Our Guest: Steve Salvia is the owner and business growth coach at Blackwing Profit Consulting with 23 years of experience in the industry. He had a very unconventional entry into financial advising, being a qualified plumber, but has grown from strength to strength to establish an award-winning accounting and financial planning practice in Perth. Steve is known for his ability to take complex business strategies and turn them into easily understood models ready for application.  For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="noopener nofollow" target="_blank">Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="noopener nofollow" target="_blank">Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="noopener nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="noopener nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com Thanks for tuning in

How to profit by systemising the process and humanising the exceptions, with Steve Salvia