BONUS: Referrals Optimized - Leverage Your LinkedIn Advocates

Ep20: A New Way to Serve Your Retiree Clients — with Bryce Hamilton

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

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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 LinkedIn
• How to identify introduction qualifiers
• The language needed to make an introduction request
• How to get introduced to your clients' digital connections in person
• And 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 Worksheet

If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

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Ep19: Transforming Retirement Planning — with David McKnight

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 Marketing

Correction: The website David mentions is tugg.com and not tugg.net.

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Ep18: Being Highly Approachable — with David Littlejohn of Littlejohn Financial Services

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

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Ep 17: Becoming the Talk of the Community — With Bryan Sweet, Founder of Sweet Financial Services

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!

Resources

WealthVest | How to Host Your Own Client Event | Sweet Financial Services | Leverage | The Ultimate Advisor Podcast | Ultimate Advisor Coaching

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