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Revolutionary Practices for Financial Advisors

Revolutionary Practices for Financial Advisors

Von: Erik Sussman
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 Welcome to “Revolutionary Practices for Financial Advisors,” a groundbreaking podcast hosted by Erik Sussman. Join him and top-notch guests as they divulge invaluable tips and techniques tailored to elevate your financial advisory firm. Discover innovative resources and proven strategies to propel your profits to unprecedented heights.The Institute of Financial Wellness, LLC 2023 Persönliche Finanzen Ökonomie
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  • Ep 005: Optimizing Lead Generation in the Financial Industry

    Ep 005: Optimizing Lead Generation in the Financial Industry
    Jan 24 2024
    Marc Del Priore is a seasoned financial industry professional specializing in innovative lead-generation strategies. His background as an FMO and IMO and his experience in recruiting insurance agents and driving them to write life insurance policies and annuities have shaped his unique perspective on lead generation. Del Priore emphasizes the importance of offering free marketing services to attract agents and financial advisors, and he recommends a pay-per-call model to ensure clients only pay for qualified calls. He believes that inbound calls are the most valuable leads, as they indicate higher interest and compliance. He focuses on providing high-quality leads and maximizing ROI for his clients in the financial industry. Key Takeaways 1. Discover a Game-Changing Lead Generation Model: Tune in to learn about an innovative pay-per-call model. 2. Unlock the Secret to Quality Leads: Learn why not all leads are equal and how to distinguish the best from the rest. 3. Learn About the Most Effective Lead Platforms: Insights on why you're overlooking search engines, direct mail, and TV ads might be the key channels. 4. Stay Ahead in a Dynamic Market: With the ever-evolving digital marketing landscape, choosing the right strategies and partners is critical. 5. Adapt to New Trends for Optimal Results: Listening to this episode could be your first step in keeping up-to-date with the latest trends in lead generation. Resources Connect with Marc Del Priore on LinkedIn: https://www.linkedin.com/in/medicareleads/ Learn about Marc’s company, TM Revive: https://www.tmrevive.com/ About Our Guest Marc Del Priore has been a licensed agent since 2014 when he started working for an IMO where he was recruiting 12 agents per month to his book of business. Fast forward to today, Marc is still licensed in Life and Health and P&C and also owns TradeMarc Global, a lead generation company which in 2022 won #865 as one of Inc 5000 Fastest Growing Companies in America. Marc also owns TM Revive which helps mid to large corporations receive a better ROI on their current marketing and lead generation programs He is married to his beautiful wife, Denine, and they have 5 adorable children together while residing in Pennsylvania. About Our Company For Financial Professionals: The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives. For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life. Financial Professional Services Website: https://www.ifwretirementroadmap.com/ Consumer Website: https://www.the-ifw.com/ LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/ YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu All contents of this show are rights of The Institute of Financial Wellness, LLC and are not to be used unless authorized by written consent. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 Min.
  • Ep 004: Elevating Your Practice: From Referrals to Advocates

    Ep 004: Elevating Your Practice: From Referrals to Advocates
    Jan 17 2024
    With his rich experience of more than 30 years in financial advising, Bill Cates is a notable expert and author, particularly recognized for his book "Unlimited Referrals." As the head of Referral Coach International, he is a prominent figure who understands the importance of referrals and introductions in the financial advisory sector. He strongly advocates for financial advisors to actively pursue these methods to assist their clients in making well-informed financial choices. Cates distinguishes between 'referrals' and 'introductions,’ promoting the latter as a more effective approach. His insights are rooted in his comprehensive background in aiding financial advisors to acquire clients and transform referrals into valuable introductions. Key Takeaways Importance of Referrals: Referrals are crucial for financial advisors to build a strong client base. Bill Cates emphasizes that word-of-mouth referrals and introductions are fundamental in establishing and expanding client relationships. VIPs Process: Cates has developed a four-step approach called the VIPs process for asking for introductions. This includes Value Discussion, Importance, Permission to Explore or Brainstorm, and Suggesting Names and Categories. This approach is designed to help advisors effectively leverage their connections. Going Up Market Strategy: This strategy encourages clients to refer higher-level prospects. It includes educating clients about who the advisor serves best and suggesting specific names and categories, leading to more successful and high-quality referrals. Resources Connect with Bill Cates on LinkedIn: https://www.linkedin.com/in/billcates/ Learn about Bill Cates: https://www.thecatessystem.com/ About Our Guest  Bill Cates, CSP, CPAE is an internationally recognized client-acquisition expert, author, and speaker who motivates others to take action with proven strategies.   A successful entrepreneur, Bill started and sold two book publishing companies. Turning his attention to help financial advisors, Bill has written four best-selling books:  Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals and Radical Relevance.  And, as of this recording, he’s very close to releasing his next book, The Language of Referrals. Bill has delivered his business-growth message to over 500,000 financial professionals across 5 continents; helping them increase revenue without increasing their marketing budget. Bill’s Top Advisor Podcast is ranked in the top 5% of podcasts globably. And Bill was ranked as the #1 Advisor Influencer by Idigo Marketing.  About Our Company For Financial Professionals:  The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives. For Consumers:  The IFW provides financial education, resources, and solutions that help people live their best life. Financial Professional Services Website:  https://www.ifwretirementroadmap.com/ Consumer Website: https://www.the-ifw.com/ LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/ YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu All contents of this show are rights of The Institute of Financial Wellness, LLC and are not to be used unless authorized by written consent. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 Min.
  • Ep 003: Enhancing Financial Advisory through Online Presence

    Ep 003: Enhancing Financial Advisory through Online Presence
    Jan 10 2024
    Carter Wilcoxson, the founder of CSI Financial Group, has nearly two decades of experience in the financial industry, empowering advisors and bridging the gap between them and consumers. He emphasizes the importance of perception and branding, stating that advisors must appear larger than they are to compete with bigger firms. His experiences, from selling life insurance on the Navajo reservation to developing the advisor partner platform at CSI Financial Group, have shaped his perspective and approach to helping advisors improve their online presence and marketing, ultimately winning the "relationship war" and acquiring more clients. Join Erik Sussman and Carter Wilcoxson on this episode of the Revolutionary Practices for Financial Advisors podcast to learn more about Carter's approach to enhancing financial advisory through online presence. Key Takeaways - Importance of Online Presence for Advisors: In the post-COVID era, Carter emphasizes the critical need for financial advisors to have a strong online presence. This shift is driven by changing consumer behaviors and the increasing comfort of baby boomers with digital platforms. - Combining Technology with Relationship Building: While acknowledging the role of technology and AI in lead generation, Carter underscores that the financial advisory industry is fundamentally relationship-driven. Effective strategies include personal introductions, referrals, and educational workshops, especially around estate planning. - Balancing Technology and Personal Touch: Advisors face the challenge of balancing technological integration with maintaining personal relationships. Building a strong online presence requires time and effort, and staying updated with technological and industry trends is crucial. Resources Connect with Carter Wilcoxson on LinkedIn: https://www.linkedin.com/in/csifgepic/ Learn about Carter Wilcoxson: https://www.csifg.com/our-team About Our Guest For close to two decades, Carter Wilcoxson has helped the top advisors in the country break their own production records year after year. Then he worked directly with consumers to gain the frontline perspective advisors face every day. This combined knowledge drove him to found CSI Financial Group to bring together advisors and consumers by providing mutually beneficial solutions. The result is CSI’s Advisor Partner Platform—a foundational approach featuring a comprehensive collection of field-tested strategies that will change your business forever. About Our Company For Financial Professionals: The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives. For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life. Financial Professional Services Website:  https://www.ifwretirementroadmap.com/   Consumer Website: https://www.the-ifw.com/   LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/   YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu All contents of this show are rights of The Institute of Financial Wellness, LLC and are not to be used unless authorized by written consent. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 Min.
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