• / Free eNewsletters & Magazine
  • / My Account
Home>Practice Management>Practice Builder>Podcasting Your Way to Success

Related Content

  1. Videos
  2. Articles
  1. Smarter International Investing

    Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.

  2. Tapping Growth, Minding Risks in China

    Chinese Internet giant Baidu offers robust growth at an attractive share price for investors who can get comfortable with the regional and business-specific risks, say Morningstar's Matt Coffina and Dan Su.

  3. How to Invest in a Slow-Growth World

    Panelists at the Morningstar Individual Investor Conference discuss how to position for profit amid anemic growth, energy volatility, the threat of inflation, and extraordinary central bank activity.

  4. Why the World Is Worried Over China

    Knock-on currency effects and trade concerns are weighing on, in some cases, fully valued global markets. The result: a rocky ride for investors.

Podcasting Your Way to Success

Who knew that Paul Lofties' Chinese lessons would lead to this?

David J. Drucker, 04/22/2010

What's the best way to learn? That's a subject that's been researched to death and a safe answer would probably be, "It depends upon the learning style of the person doing the learning."

But Paul Lofties--Securities America's vice president of acquisitions, product, and wealth management--discovered a more widely applicable approach when he and his wife decided to study Mandarin Chinese.

"Our lessons were frequently delivered in 10-minute segments based upon research by a Harvard expert that found students particularly remember the first five minutes and the last five minutes of any presentation they hear," Lofties says. "This format worked so well for Chinese lessons that [Securities America senior vice president Kirk Hulett] and I decided to use it for our own podcasts."

Thus was born Advisorpod.com, a series of Securities America-branded 10-minute podcasts aimed at advisors who want to improve their practices. A visit to Advisorpod.com reveals a relatively simple website where users can register for free and listen to Hulett and Lofties' full archive of podcasts stretching back to May 2009 when they began the service.

"We created two series--the masters series and the practice builders series," Hulett says. "The masters series delivers insights into the top business practices of Securities America's most successful advisors, while the practice builders series covers business-management ideas for building a more efficient and profitable practice." Lofties' team produces the masters series, while Hulett's team produces the practice builders series.

Plumbing the archives, one finds past sessions in the practice builders series on subjects such as office communication, referrals, and ideal client profiles. Past masters series entries include the " Working with the Mass Affluent and Retiree Niche," and "Building a Wealth Management Team."

New pairs of podcasts are generated twice a month and can be listened to at Advisorpod.com or downloaded and listened to via iTunes.

We're pretty certain most advisors listen to our podcasts when they're out doing things, like driving to work or exercising," Hulett says. "In other words, they're not listening in the office; their listening when they perform various lifestyle activities."

©2017 Morningstar Advisor. All right reserved.