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Super Dope COI Strat for 2020

In this podcast we talk about a highly reward strategy for cultivating relationships with centers of influence for financial advisors to use.

In this podcast we welcome Alanah Phillips of Lincoln Financial Network to talk with us about a highly effective strategy for cultivating rewarding relationships with Centers of Influence (COIs) in 2020.

Enjoy!

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Weird Questions I Can’t Answer

weird-questions-can't-answer

I guess I am supposed to pretend I know all the answers. But the truth is that I don’t. Here are some weird stuff about my own marketing that I just can’t seem to figure out.

I’m sitting here saying I don’t get it.

Let me know, what’s your weird marketing question you can’t answer? I’m sure you have one.

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Is your elevator pitch crap?

It’s around that time of year when you’re going to the holiday party and inevitably people are going to ask you what you do for a living.

Most financial advisors just barf meaningless cliché because they are in the dark about the question of how to respond.

Listen to this podcast for ideas about how to make your financial advisor elevator pitch better.

Resources

The Two Sentence Rule

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The Locksmith

Here is a story about how a locksmith showed up at my apartment to sell me a new lock for my door. He ended up unlocking something much bigger instead.

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Stop Barfing. It will improve your Marketing ROI.

How financial advisors can improve their marketing return on investment.

In this podcast you will learn how to disarm rich people by not barfing useless information on them during a sales meeting like most people do.

Most important things you will learn:

*Credibility vs. Relatability

*How the Online Buyer is different from a warm lead

*The 3 Step No Barfing Process

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Please subscribe, rate, and review!

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Dinner Seminars that Rock like Eddie Van Halen

Not my choice of marketing strategy, but I know many financial advisors who have done well by getting new clients through dinner seminars. Here are some tips from Mark Mersman, Chief Marketing Officer of USA Financial.

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Dan Solin’s Instructions for a Human First Meeting

Thrilled to have Dan Solin guide us through what financial advisors should say in the first meeting with a prospect.

I always love hearing Dan Solin discuss his human and relatable approach to building relationships. Thrilled to have one of the best in the profession as he guides us through what financial advisors should say (and should not say!) in the first meeting with a prospect.

I know you will enjoy!

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Would you enjoy being a client of your own practice?

In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would you really enjoy being a client of your own firm?

Financial advisors may only need 70 clients to have a good practice. Consider trying this 70 Deep Model.

Resources

The 70 Deep Model

Sara Grillo Membership

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Get Ready for that Awkward Talk about Dementia! (cringe)

It’s not fun, cool, or glamorous, but this is one of the conversations that separates the good financial advisors from the ones who have to explain to their clients why they were the victim of “unforeseen events”.

Talking about the fact that someone you love may be mentally deteriorating is awkward. Carolyn Rosenblatt is an aging expert, RN, and attorney. She comes to us in this episode with answers to many uncomfortable questions about aging clients.

It’s an awkward conversation but let’s have it anyways, because it’s one that needs to be had.

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