{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/6070cad731461027b0fd2839?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"The Genie with Scott Plaskett | E171","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5ab6fe42bb6ddf45527e077e/1618004586193-b075d0fd087eded9f7db9c806182e9f7.jpeg?height=200","description":"<p>In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.&nbsp;&nbsp;</p><p><br></p><p>Episode Highlights:</p><ul><li>01.08: Scott shares how he realized there is the ability to create processes and workflow within the systems.</li><li>01.39: After facing several crashes in the system, Scott was told to put a system in place that is running on its own server.&nbsp;</li><li>02.16: Scott gives a piece of insightful information that his firm was one of the first firms to embrace cloud-based technology.</li><li>02:30: Scott took the help of salesforce.com, which is the apple of all programs.&nbsp;</li><li>03:49: Jason shares his preference for salesforce and how people often think it is a CRM platform with giant data on top. It is almost like AWS of CRM.</li><li>04:35: Jason is curious to know “What does Genie deliver to an advisor who is looking to automate their process better?”</li><li>04:45: Scott talks about the four components in Genie: The Marketing, Sales, Process / Fulfilment, and Profit Genie.&nbsp;</li><li>04:55: Scott also gives insights about the phases and automation that one would go through.&nbsp;</li><li>07:26: Most financial advisors grow their business with referrals, and this is extremely important.&nbsp;</li><li>08:48: Scott talks about the education-based marketing program of Genie and how it taps the invisible market.</li><li>09:58: Jason stresses the importance of putting some valuable offer or product in the bang-on impactful market.</li><li>10:38: Jason asks, “How are you going to articulate your value properly so that clients say wow.”</li><li>12:15: Scott explains the entire process and emphasizes that they are already overloaded with work as a financial planner, so it is extremely important to keep track of all the work. This is where the sales genie comes into the picture.&nbsp;</li><li>12:50: Jason agrees that he has never seen an organization succeed without a proper process.&nbsp;</li><li>14:12: Scott discusses the importance of fulfillment in a business. If you don’t deliver on the promise, the entire business is going to fall.</li><li>17:40: Jason and Scott discuss the importance of maintaining a uniform process.&nbsp;</li><li>19:31: Scott tells the listeners about the profit genie, which is more about running a better business.</li><li>21:56: Scott also guides the listeners that people need to put it in their hat when it comes to building a business. The only way to do that is via information.&nbsp;</li><li>23:48: Jason asks what is giving the users of Genie confidence?</li><li>25:02: Scott explains the importance of confidence and how it helps to improve the process and generate profitable revenue.&nbsp;</li><li>27:04: Scott guides his clients to implement the fulfillment genie at first then worry about leads.</li><li>29:03: Scott’s vision is to remove malpractice from the advised-based industry.&nbsp;</li><li>30:00: Jason inquires, “What is the biggest challenge while implementing Genie?”</li></ul><p><br></p><p>3 Key Points:</p><ol><li>Scott throws light on visible and invisible markets. For example, if you are a real-estate agent and you want a property with a waterfront area. The problem is who are the people who want to buy that property, so this comes under the invisible market.</li><li>It is important to know that you have a workflow managed by a system so that you and your people always know where people are in the process.&nbsp;</li><li>Jason enquires about those people who have used the Genie platform and how they have benefitted from it?</li></ol><p><br></p><p>Tweetable Quotes:</p><ul><li>“If you are a financial advisor and you don’t have leads coming in then it is not good; it’s kind of like air is to humans as leads is to financial advisors.” - Scott Plaskett</li><li>“Marketing is all about building rapport.” - Scott Plaskett</li><li>“Client is paying you for the process.” - Scott Plaskett</li><li>“Each of the opportunities we identify have different workflows.” - Scott Plaskett</li><li>“If you want to build a business you got to have a platform in place.” - Scott Plaskett</li><li>“The perfect sales is when you show the people this is what you need.” - Jason Pereira</li></ul><p><br></p><p>Resources Mentioned</p><ul><li><a href=\"https://www.facebook.com/jason.pereira\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook</a> – Jason Pereira’s Facebook</li><li><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href=\"https://www.woodgate.com/#plan-prosper-preserve-financial-planning-toronto\" rel=\"noopener noreferrer\" target=\"_blank\">Woodgate.com</a> – Sponsor</li><li><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href=\"https://barevalue.com/podcast-editing\" rel=\"noopener noreferrer\" target=\"_blank\">Podcast Editing</a></li></ul><p><br></p><p><br></p>","author_name":"Jason Pereira"}