Ep20: A New Way to Serve Your Retiree Clients — with Bryce Hamilton
Season 1, Ep. 20
The path to retirement isn’t much different than climbing Mount Everest. Do you know how to help your clients brave the surprisingly most dangerous part of this journey?Our guest, Bryce Hamilton, is a marketing consultant for WealthVest and a partner at Vestus Group. Bryce is here to share powerful ways for advisors to support a retiree clientele in their greatest time of need. This conversation will teach you strategies for leading a seminar audience to your call-to-action, how to create a smooth system for onboarding new clients, and how to give your clients support that goes beyond finances.In this episode, you’ll learn:●An example of how to create a seminar that overcomes every objection to your call-to-action ●What part of retirement is, perhaps surprisingly, the most dangerous for retirees●What Bryce is doing to help clients learn skills that fall outside of the financial realm●About Vestus Group’s time-efficient and client-centric onboarding process●Why Bryce doesn’t blink at giving free plans to prospective clients ●His advice for new agents and advisors●And more!Tune in now to learn powerful ways to help your clients during the most anticipated journey of their lives. Resources:WealthVest | Vestus Group | Bryce Hamilton’s LinkedIn | Income Solver
BONUS: Referrals Optimized - Leverage Your LinkedIn Advocates
Introductions are the most powerful form of word-of-mouth marketing.In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.In this episode you’ll learn:How to start an Advocate Search on LinkedInHow to identify introduction qualifiersThe language needed to make an introduction requestHow to get introduced to your clients' digital connections in personAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.
Ep19: Transforming Retirement Planning — with David McKnight
Season 1, Ep. 19
In 10 years, tax rates will likely be dramatically higher than they are today. What are you doing to help your clients protect their retirement?Our guest, David McKnight, author of a #1 Amazon best-seller “The Power of Zero,” is here with an action-prompting message for advisors and their clients around the tax freight train that’s bearing down on retirements. This conversation will teach you a necessary and ever-so timely way to think about retirement planning.In this episode, you’ll learn:●Why David says that the true purpose of a retirement account isn’t to give us tax deductions●How to engage someone who seems apathetic about tax rates●How to teach your clients about the power of zero●How to use the power of zero in your prospecting —and why it’s an influential approach●Words of advice about creating a selling system that’s predictable, sustainable, and repeatable●And more!Tune in now to learn how you can encourage your prospects and clients to harness the power of zero!Resources:WealthVest | The Power of Zero | The Power of Zero by David McKnight | The Power of Zero movie | How a Venue Change Can Help Your MarketingCorrection: The website David mentions is tugg.com and not tugg.net.
Ep18: Being Highly Approachable — with David Littlejohn of Littlejohn Financial Services
Season 1, Ep. 18
Would your local market describe you and your team as highly approachable?Our guest, David Littlejohn of Littlejohn Financial Services has mastered the local market in ways many advisors dream of doing. Whether it’s tapping into referral sources, sharing his thought leadership through radio, or hosting parties, David has hit many home runs. How has he done this? At the bedrock of each of his successful marketing ideas is a brand voice that playfully humanizes his business.In this episode, you’ll learn:●How long it took Littlejohn Financial Services to become the go-to place for financial education●Why webinars weren’t a successful marketing tactic for David●David’s advice for throwing anticipated and memorable parties●The power behind giving your clients an option in your marketing●How he humanizes his firm by being “politely irreverent”●And more!Tune in now and get fired up to organize an event that will give your community a lasting impression of your firm!Resources:WealthVest | Littlejohn Financial Services | Littlejohn Financial Services Facebook Page | How Language Affects Your Marketing
Ep 17: Becoming the Talk of the Community — With Bryan Sweet, Founder of Sweet Financial Services
Season 1, Ep. 17
Sweet Financial Services recently hosted an event featuring Chris Gardner, the real-life inspiration for the movie “The Pursuit of Happyness.”Their motivational event drew in over 1700 community members. Plus, the firm made the cover of four newspapers and landed an interview with their local TV station.This isn’t a big firm by any means. So how did they manage to pull off an event of this scale?Our guest, Bryan Sweet, founder of Sweet Financial Services, graciously shares how this buzzworthy event came together. Bryan also shares why he is a believer in mastermind groups, a new way to think about being consistent in your messaging, and why he credits his marketing success to his team.In this episode, you’ll learn:●What Bryan’s team did to promote their event●What organization Bryan used to get amazing exposure for their event●How the concept of “who” versus “how” can drastically change your approach to new projects●What to do when you’re not seeing results from your paid ads●And more!Tune in now and get fired up to organize an event that will give your community a lasting impression of your firm!ResourcesWealthVest | How to Host Your Own Client Event | Sweet Financial Services | Leverage | The Ultimate Advisor Podcast | Ultimate Advisor Coaching
Ep16: Attracting Your Ideal Customer — with Lonnie Gordon Ogulnick, CEO of Gordon Wealth
Season 1, Ep. 16
Lonnie Gordon Ogulnick has been an entrepreneur since he was a teenager selling baseball trading cards at the Nassau Coliseum.Today, Lonnie shares his expertise and experience as the founder and CEO of Gordon Wealth Financial Life Advisors and the tools he used to become successful in the industry.In this episode, you will learn:●About Lonnie’s personal and professional background●Why it’s not about under or over-performing, but instead about how you’re living your life●The role PR plays in your marketing●How to attract your ideal customerTune in to this episode of the 99 Best Marketing Ideas Podcast now to pick up some tips for success and the importance of continuing education!ResourcesWealthVest | OG Money Podcast on Instagram | Gordon Wealth | Book
BONUS: Referrals Optimized - Let Your Clients Know You're Open for Business
How do you let your customers know that you're accepting new business?In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals.In this episode you’ll learn:How to start your drip campaign to score referralsThe exact phrasing to let clients know you're ready for more businessHow to create an ideal client profileHow to frame conversations so clients know you're doing well but are still accepting new clientsAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest|The Oechsli Institute|Advisor Coaching|Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.