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Jim Palumbo on integrated service platforms for financial planning firms - MAF237
Episode 2375th March 2020 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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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 & 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 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, 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.

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.