Jim Palumbo's guest appearances

Jim Palumbo

Marketing and Finance (MAF) Podcast

WealthTech Today

The Model FA

Daniel Crosby

David Lau

Aaron Klein

Matt Regan

John Kennedy

Kevin Lozer

Jason Wenk

Joe Messinger

Natalie Grassi

Michael Kitces

Ian McKenna

Julie Littlechild

Kate Russell

Andrew Warner

Jeff McMahon

OwlTail

My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth.  In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to independence, and why it’s important for an advisor to begin with what his or her vision and purpose of independence is.  Don’t miss one of our favorite moments, when Jim shares his experience of creating what he calls a “Living Library” at Dynamic Advisor Solutions. It may be helpful to read an article to solve a problem, but it’s measurably better to get access to a community of professionals who have already solved that problem and looked at it from a dozen different angles.As you think about this conversation, how are you inspired to differentiate your firm? Will you discover new partnerships, practice management systems, business development ideas, or creative and unique client experiences? Whichever area you begin with, take Jim’s advice and connect with a peer group to strengthen your practice and build the life you’ve dreamed about.   Looking for more ideas about growing your practice? Join the  Model FA Facebook Community, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management program for entrepreneurial financial advisors. Resource Links Connect with The Model FA WebSocial

My guest today is Jim Palumbo. Jim is a veteran of the financial services industry, with more than 25 years of experience in creating and managing organizations that grow and preserve wealth.  In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to independence, and why it’s important for an advisor to begin with what his or her vision and purpose of independence is.  Don’t miss one of our favorite moments, when Jim shares his experience of creating what he calls a “Living Library” at Dynamic Advisor Solutions. It may be helpful to read an article to solve a problem, but it’s measurably better to get access to a community of professionals who have already solved that problem and looked at it from a dozen different <a href="http://angles.As" rel="nofollow" target="_blank">angles.As</a> you think about this conversation, how are you inspired to differentiate your firm? Will you discover new partnerships, practice management systems, business development ideas, or creative and unique client experiences? Whichever area you begin with, take Jim’s advice and connect with a peer group to strengthen your practice and build the life you’ve dreamed about. Looking for more ideas about growing your practice? Join the <a href="https://www.facebook.com/groups/modelfa/?ref=bookmarks" rel="nofollow" target="_blank"> Model FA Facebook Community</a>, where you will find expert advice on how to launch, grow, scale, and transform your firm with an incredible client experience. Or, check out our <a href="https://modelfa.com/accelerator/" rel="nofollow" target="_blank">Model FA Accelerator</a>, a premier coaching and practice management program for entrepreneurial financial advisors. <a href="https://modelfa.com/podcast/s3-ep08-powering-a-vision-for-an-ideal-advisory-practice-with-jim-palumbo/" rel="nofollow" target="_blank">Resource Links</a> Connect with The Model FA <a href="http://modelfa.com/" rel="nofollow" target="_blank">Web</a><a href="https://www.facebook.com/groups/TheFoundry1/" rel="nofollow" target="_blank">Social</a>

Model FA S3 EP 8 | Powering a Vision for an Ideal Advisory Practice with Jim Palumbo

Jim Palumbo on integrated service platforms for financial planning firms - MAF237 My guest this week is Jim Palumbo from Dynamic Advisor Solutions. We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms. Welcome to episode 237 of the Marketing and Finance Podcast. We chat about:  The non-advice activities of running a financial planning firm Freeing up advisers from the "business of business" to focus on financial advice How to overcome "superman syndrome" and let go of the non-advice work Swapping capability with a focus on growth Spending 20% of your time of growth opportunities Digital marketing techniques for financial advisers The importance of a CRM system for client follow up  Who is Jim Palumbo? Jim is the Principal &amp; Chief Development Officer at Dynamic Advisor Solutions. He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry. For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future. His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible. Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about:  How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance  You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Jim Palumbo on integrated service platforms for financial planning firms - MAF237 My guest this week is Jim Palumbo from Dynamic Advisor Solutions. We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms. Welcome to episode 237 of the Marketing and Finance Podcast. We chat about: <ul> <li>The non-advice activities of running a financial planning firm</li> <li>Freeing up advisers from the "business of business" to focus on financial advice</li> <li>How to overcome "superman syndrome" and let go of the non-advice work</li> <li>Swapping capability with a focus on growth</li> <li>Spending 20% of your time of growth opportunities</li> <li>Digital marketing techniques for financial advisers</li> <li>The importance of a CRM system for client follow up</li> </ul> Who is Jim Palumbo? Jim is the Principal &amp; Chief Development Officer at Dynamic Advisor Solutions. He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry. For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future. His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible. Links and Show Notes. For links to the books and apps mentioned, please visit <a href="http://rogeredwards.co.uk/MAF" rel="nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a> for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from <a href="http://rogeredwards.co.uk/MAF" rel="nofollow" target="_blank">http://rogeredwards.co.uk/MAF</a>, iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: <ul> <li>How you can grow your business using content marketing and social media</li> <li>How you can keep your Marketing strategy and communications simple</li> <li>Topics, issues, products and business models from the world of finance</li> </ul> You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. <a href="http://rogeredwards.co.uk/itunes" rel="nofollow" target="_blank">http://rogeredwards.co.uk/itunes</a> Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. <a href="http://rogeredwards.co.uk" rel="nofollow" target="_blank">http://rogeredwards.co.uk</a>

Jim Palumbo on integrated service platforms for financial planning firms - MAF237

The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on  and was written by Craig Iskowitz. “We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […] The post #ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo appeared first on  and was written by Craig Iskowitz.

The post <a href="https://wealthtechtoday.com/2020/02/13/itzonwealthtech-ep-38-3-reasons-advisors-shouldnt-do-everything-themselves-with-jim-palumbo/" rel="nofollow" target="_blank">#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>. “We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still […] The post <a href="https://wealthtechtoday.com/2020/02/13/itzonwealthtech-ep-38-3-reasons-advisors-shouldnt-do-everything-themselves-with-jim-palumbo/" rel="nofollow" target="_blank">#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo</a> appeared first on <a href="https://wealthtechtoday.com" rel="nofollow" target="_blank"></a> and was written by <a href="https://wealthtechtoday.com/author/craigezragroupllc-com/" rel="nofollow" target="_blank">Craig Iskowitz</a>.

#ItzOnWealthTech Ep. 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo