7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of

The Advisor Internet Marketing Podcast

Ep 30: 7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of

The Rise and Proliferation Of the Self-Proclaimed Marketing Consultant. A Public Service Announcement for advisors that want to hire marketing consultants or gurus to help them generate leads online.

Ep 29: Confessions of A Former Marketing Guru

5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019

Ep 28: 5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019

Hey advisors, I’ve got a great show lined up for you today. My guest’s name is Terry Heys, and don’t let his laid-back demeanor fool you because he’s a truly one of the sharpest advisors that I’ve had the privilege to work with. Terry has been in the business for 29 years now and what makes him so remarkable is that he runs his practice 100% virtually and hasn’t seen a client in person in over 5 years. He consistently writes at least $7MM of annuities 100% virtually, over the phone and makes an additional multiple six-figure income from his assets under management. Because he’s built his practice around his own schedule and lifestyle, he started another an Amazon business that’s bringing in over $20-30K per month in revenue. Suffice it to say, Terry is not a conventional “old school” advisor and purposely chosen a more simple, and highly profitable business that gives him the freedom to travel with his family, go to his daughters gymnastic meets and participate in cycling events with his wife. So if you’re looking for ways to create more freedom with your practice and create a sales process that supports your ideal lifestyle, I think you’ll really appreciate our episode today. And stay tuned to the end, because we’ll be announcing a new program for advisors that want more help adapting a virtual sales process into their practice. So please welcome to the show, our resident expert on virtual sales and building a thriving, highly profitable virtual practice: Terry Heys.

Ep 27: Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice

After hosting events in front of hundreds of advisors around the country this year, Jovan Will and Fernando Godinez have identified the top 7 biggest marketing trends and trips for independent financial advisors in 2018 in this episode.

Ep 26: The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018

After taking a brief break, we’re back in the saddle with our regular podcast episodes. If you missed our last show, be sure to episode #24 with Wes White called 30 Year Old Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years. Today guest name is Cory Sanchez, he is the co-founder of Mojo Global Marketing. Cory went from being a scientist to launching a company that specializes in offering 100% done-for-you managed lead generation campaigns. Mojo Global is an award winning marketing company that was recently featured on Forbes for booking 500,000 appointments. Today Cory will share with you why he and his business partner ditched traditional networking activities for a new and leveraged way to get in front of new qualified prospects using LinkedIn. In this interview with Cory reveals: How LinkedIn differs from Facebook and why Microsoft purchased LinkedIn for $26.2 billion The 3 Step formula to connect with qualified prospects on LinkedIn and turn them into schedule appointments How to laser target your ideal prospect within LinkedIn’s 470,000,000 database to attract your ideal client The most common mistakes business owners are making with LinkedIn and how to avoid them at all costs. The key ingredients for a killer LinkedIn profile that demonstrates trust and credibility with your prospects and gets ranked on Google. How Cory got 3,000 people to get registered for his webinar presentation! If you’re looking for a way to put networking on steroids to attract and connect with affluent prospects then check out this interview with former scientist Cory Sanchez.

Ep 25: Former Scientist Reveals How He Used LinkedIn to Book 500,000 Appointments

Today’s guest went from being a predominantly annuity-based advisor to building a thriving $50M AUM firm in less than 2.5 years. My guest’s name is Wes White, he is founder of Patriot Wealth Management. Together with his father, Wes runs a thriving practice that integrates digital and offline marketing to consistently attract new clients. If you missed our last show, be sure to episode #23 Matt Gulbransen called How To Bring In $28 Million In New Business Every Year, While Getting 100% Of Your Marketing Costs Paid For. Today Wes will share with you why he and his father ditched traditional dinner seminars for a new way to get in front of new qualified prospects. In this interview with Wes reveals: How they’re successfully combining digital marketing with offline marketing to get in front of prospects. How Wes has masterfully adapted Jason Wenk’s sales process to gather more of the client’s assets WITHOUT ever having to hard sell any products (Wes effortlessly sold over $450K in target life and $4.3MM in Annuity/Single Premium life!) His advice on partnering with family to build your practice. The one thing that Wes avoids doing when he first wakes up to program his mind for success each morning (most advisors don’t do this) The powerful way that Wes uses transparency with his prospects to gain their trust and business How Wes will be continuing to evolve his practice to attract more prospects online (the answer might surprise you, it certainly surprised me). I remember the first time I met Wes I was impressed with what he was up to with his business and to see the explosive growth he’s experiencing is truly inspiring. Check out this killer interview with Wes White:

Ep: 24 30-Year-Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years With Wes White

One of my first podcast episodes that I released was episode #4 with Jason Wenk, which continues to be one of the highest downloaded episode ever, where we discussed How To Build A 7 Figure Business And Live Life On Your Own Terms. Apparently, Jason’s message struck a chord with advisors. Well, we decided to bring Jason back on the show to continue the overarching theme of making this year your best year ever. If you missed our last episode #21, I interviewed an advisor that I labeled “The Most Interesting Advisor In The World (Ryan Wheless)” who revealed how he pushes the boundaries to live a big life, so be sure to check it out. I’ve seen a handful of “industry experts” teaching other advisors on how to grow their practice without the numbers to back it up OR they are so busy grinding and spending time working their business that they have neglected their health, family or happiness. If you’re not familiar with Jason Wenk’s story, he built a $115 million RIA firm from scratch in just 5 years BEFORE his 30th birthday. His RIA continues to experience explosive growth while helping advisors scale their businesses by following Jason’s success frameworks. What really impresses me the most about Jason, is his passion to help advisors hit record production numbers ($20 - 70 million in new business)...while maintaining harmony in the other domains of life like health, relationship, family, personal fulfillment and happiness. In this candid interview Jason shared: How you can regularly condition your mind for success The number #1 trait of the top and most successful advisors that Jason works with (the answer might surprise you, it certainly surprised me) The 2 books that have had the most profound effect on Jason’s business and life. How you can use a little-known concept of lifestyle design to enrich your life and transform your business The number #1 thing that is common among the most successful advisors that Jason Wenk works with that are hitting $20 to $70 million dollars in new business each year. The absolute BEST way to invest into your practice in 2017 P.S. Jason also shared some details about his widely anticipated program called the MM1 Collective and how it can help you achieve explosive growth in your practice this year.

Ep: 22 How To Use “Lifestyle Design” To Boost Your Business, Energy & Happiness With Jason Wenk

I’m sure you’ve heard of the Dos Equis most interesting man in the world, well today id like to introduce you to the most interesting advisor in the world… But before I do that, if you missed our last episode, episode #20 with pro bodybuilder Jeff Willet who shares how to transform Your Fitness And Health Without Sacrificing Your Business And Family Life, so be sure to check that out. The name of my guest today is Ryan Wheless, when Ryan is not helping his clients with his firm Allied Wealth in Houston, Texas…you can find him out flying his plane, wake surfing on the lake or jumping off helicopters onto fresh powdered snow and snowboarding all the way down. They say everything is bigger in Texas, and Ryan’s production numbers are definitely no different…Since 2008, Ryan has sold $160M in annuities along with $5 million in target life, and since he got his Series 65 license he has gathered $75M AUM. Here’s the kicker, Ryan only works 8 months out of the year and does more in production then advisors who hammer it out all 12 months of the year, back-to-back, week-to-week. Ryan is a big believer in giving back to to his community and he’s actively involved in giving to the Wounded Warrior project and Mighty Oaks Warrior Foundation; a charitable program which helps thousands of wounded soldiers and their families help make the adjustment to becoming full-time supporters or caregivers. At every one of Ryan's seminars, his he matches any donation dollar-for-dollar. Through Wounded Warrior, Ryan has donated $120,000 to veterans in need. Despite Ryan’s accomplishments, he’s actually a humble guy and what I really appreciate about him is his willingness to pay it forward to other advisors and share with our community the hard lessons he’s learned along his journey to the top. Ryan discusses the 3 specific things you can do, to make this year your best year ever and daily rituals to set you up for a successful day. Ryan also shares a new up-coming program he’s been working on behind the scenes with some of the top advisors in our industry to help you grow your business and live a full and rich life.

Ep: 21 From Corporate Pilot To Becoming The Most Interesting Advisor In The World With Ryan Wheless

Today we’re going to be diving deep into a topic that we rarely discuss…we’re going to be talking about how to transform your fitness and health. Most of our episodes are about sales, marketing and business, but today I wanted to discuss something that’s been a major focus of my life right now after coming back from living overseas for several months. After eating more fried rice and noodles than I can actually count, I’ve discovered just how out of shape I’ve become and how it’s been affecting my energy, my thinking and performance in my many areas of my life. Let’s face it, if you don’t have your health, you don’t have anything. And if you are in good health, how can we elevate your fitness to the peak levels to and craft a rock solid and confident self-image. Which is why I’m excited to have today’s guest on our show today. His name is Jeff Willet, he’s bee involved in bodybuilding and Fitness since 1990. During his competitive career, he's won numerous titles including 3 national championships. His most notable win was the 2003 overall NPC Team Universe Championship where he earned the elite status of IFBB Pro Bodybuilder. If you don’t know what an IFBB Pro bodybuilder is, it’s an extremely difficult title to attain, with many bodybuilders spending decades or a lifetime trying to achieve the coveted title of having their IFBB pro card. Jeff has also represented the USA on 3 national bodybuilding teams. What makes Jeff’s bodybuilding accomplishments very unique is the fact that I am a lifetime drug free competitor. In 2004 retired from competition and moved back to my hometown of Adrian, Michigan where he opened Jeff Willet’s Powerhouse Gym which he ran for 11 years. Jeff’s incredibly popular fitness programs span far beyond the bodybuilding world to help people achieve their best and ideal body and physique. His materials have been used by Penn State University, Texas A&M, the NFL and even the National Department of Defense among many other institutions. Jeff has been perfecting his proven system for over 25 years and has helped countless people all over the globe use the principles to achieve amazing results, which is why I chose to hire Jeff personally to help coach me to achieve my fitness goals. So if you look in the mirror in the morning and you’re not 100% happy with how you look and more importantly how you feel, then today’s episode is for you. We’ll be continuing the overarching theme of how to make the up-coming year, your best year ever, specifically how to get in the best shape of your life while running a successful business and maintaining harmony with your family.

Ep: 20 How To Transform Your Fitness And Health Without Sacrificing Your Business And Family Life With IFBB Pro Jeff Willet

Hey advisors, Jovan will here and welcome to the show! After a brief break, we are back and we’ve got a series of interviews with heavy hitters lined up that want to share with you actionable tips and ideas to help you improve your business and life. So we are kicking off our new series of podcast episodes with Todd Herman, who is a top peak performance coach that advises Fortune 100 companies, top executives and entrepreneurs. After building many traditional businesses Todd literally exploded onto the online scene just within the last couple of years, with his flagship program the 90 Day Year. In today’s show, Todd will be revealing how to scale your business and avoid the most common pitfalls that destroys most business and how to focus your energy on specific area of your business in order get breakthrough results. We also discuss very specific ways that you can stand outside of the crowd immediately. Todd has been personally mentored some of the most influential thought leaders in business and personal development, folks like Jim Rohn and Harvey Doorman. Advised hundreds of business owners on high performance, leadership and business growth and has coached thousands upon thousands of athletes on developing their mental game. His program the 90 day year, is for business owners who are frustrated with their level of performance and want a highly refined system to get out of their own way and see their business and personal leadership thrive. He’s going to be sharing with you how to make 2017 your best year ever

How Olympians, Billionaires And Entrepreneurs Break-Through To New Levels Of Performance Within 90 Days

http://www.marketdominationllc.com   If you wish you could wave a wand and magically fill your seminars and appointment book with qualified prospects and clients then this podcast is for you. With a little direct response marketing magic, you can turn your direct mail into a high ROI prospect generating machine. You can fill a seminar by mailing less to a smaller list… You can WOW your clients and turn them into referral generating machines.... You can make simple changes that make you stand out from the crowd and rise above the usual mundane marketing mush of everyone else. And all as if by magic! Today I interview Seth Greene a national recognized direct response marketing expert and owner of one of the fastest growing marketing firms Market Domination LLC.     Before his success, Seth started out as a struggling Advisor and part-time magician. He quickly discovered how to use direct response marketing to become one of the busiest and highest paid magicians in his home town. Then, he used the same direct response marketing principles to become one of the top Advisors in his firm. On top of that, Seth is the author of 6 Best Selling Books including “Cutting Edge Marketing Magic” and “Podcast Marketing Magic.” He’s been featured on CBS Moneywatch, CBS News, The Boston Globe, The Miami Herald, the LA Times and the #1 morning radio show in New York City. He’s worked with celebrities such as Donald Trump and is the only person to be named Marketer of the Year, 3-years in a row by Dan Kennedy himself. Today Seth reveals direct mail and marketing strategies that you can start using today to get in front of more clients. In today's podcast you discover: The “label trick” and other common marketing mistakes most Advisors make. The secret to filling a seminar room with a small (only a few hundred people) mailing list. A simple headline switch the quadrupled the response of a dinner seminar postcard mailer. Simple secrets to get prospects to open, read and respond to your direct mail. A marketing philosophy that most Advisor get wrong and will actually lower the ROI of your marketing. And much more. You’ll gain valuable insights on how to use direct response marketing to attract more qualified prospects, increase your number of appointments and land more clients. If you want your marketing to have a greater impact, higher ROI and actually attract more prospects with smaller qualified lists, then you’ll enjoy this content packed podcast. It’s all about direct response marketing in this week's episode, you don’t want to miss it.

Discover Simple Direct Response Marketing Magic and How to Fill a Seminar with a List of ONLY a Few Hundred Names

Today I interview Dave Lahkani, one of the nation's most recognized experts on applied persuasion, human influence and business growth strategies. How much easier would your job be if your prospects instantly liked you, believed you and understood how you could help them? Using simple persuasion tactics you can easily build rapport, trust and an emotional connection with your prospects, making it easier to increase sales. Let me be clear, I’m not talking about manipulation or any type of trickery. Just simple and subtle persuasion tactics you can use to make it easy for your prospects to trust and like you. Dave was raised in a religious cult (more on that in the interview). Who better to learn about persuasion and human behavior than someone with real-life exposure to not-so-good persuasion? persuasionBesides that, Dave has authored several books including “Persuasion: The Art of Getting What You Want” & “Subliminal Persuasion.” He’s shared his knowledge on stage to over 3 million people in 126 countries. Dave is an entrepreneur whose companies have recently made the Inc. 500 list. His consulting clients include companies such as BodyBulding.com, Mortar Health Systems, GE, Procter & Gamble, IBM and more. He’s even been hired by the Country of Poland to help solve national problems. It’s safe to say Dave know’s a thing or two about persuasion. Today Dave will reveal persuasion secrets to help you develop deeper relationships with your customers and clients. In today's podcast you discover: How growing up in a religious cult helped Dave gain a more in-depth understanding of persuasion and human behavior. How to correctly use persuasion tactics such as reciprocity, socialproof and storytelling to get prospects to connect with you, trust and like you. The difference between manipulation and persuasion and how to overcome people’s fear of being manipulated. How to build a trustworthy persona and personality that doesn’t immediately turn people off. Subtle persuasion tricks that subconsciously trigger trust in the people you talk to. The art of storytelling: how to use stories to capture the attention of your prospects, while building trust and an emotional connection. And much more. You’ll gain valuable insights on how you can use persuasion in your practice to close more sales and grow your practice faster. If you want to be a more effective communicator and trusted Financial Advisor, then you enjoy It’s all about persuasion in this week's episode and you don’t want to miss it.

How to Use Simple Persuasion Techniques to Effortlessly Build Trust with Prospects and Increase Sales

I interview Justin Christianson of Conversion Fanatics and we’re going to be talking about why more traffic isn’t always the best way to increase your leads, appointments and sales. In fact, using conversion optimization, you can squeeze more money out of your existing traffic and easily increase the ROI on every marketing dollar you spend.

How to squeeze maximum sales from your existing traffic

Have you ever felt like you’re stuck on an island? Have you ever felt “disconnected” from your clients, employees, your spouse or maybe you’re so busy working that you’ve lost your sense of purpose and passion? Last year I remember hearing the lyrics from Simon and Garfunkel song… “Gazing from my window to the streets below On a freshly fallen silent shroud of snow. I am a rock, I am an island.” I've built walls, A fortress deep and mighty, That none may penetrate. I have no need of friendship; friendship causes pain. It's laughter and it's loving I disdain. I am a rock, I am an island. … The phrase “Hiding in my room, safe within my womb” really struck me... Yeah, sure I run a digital marketing company without any “physical” office building or large staff, but working from home can get a bit mundane at times. When going to the store to pick up some milk becomes the “highlight” of my day, that’s when I realized it was time to get more connected to other like-minded people. Something in my gut was telling me to move back to the West coast and get more involved in live events and masterminds to reconnect with other like-minded entrepreneurs and expand my rolodex. Since I created my intention to attract more like-minded and purpose-driven people earlier this year, I’ve had the good fortune and privilege to meet some incredibly inspiring people. Recently I was invited to be a part of a mind-blowing group of movers and shakers sharing their insider secrets. The caliber of the folks attending was staggering… This diverse group of incredible entrepreneurs included an NLP expert, a $20M software owner, 7+ figure internet marketers, an equity deal maker that works with Richard Branson, a consultant for Fortune 100 companies, a writer for Entrepreneur.com, marketing agency, and a handful of others. It was a gathering of folks that are actively: Amassing recurring revenue to staggering proportions On the cutting edge of what is working right now in marketing Automating and systematizing marketing channels to pull in clients effortlessly Bringing in top level management to run the entire operation And much more So in today’s podcast episode, I recorded a unique episode for you where I debrief the top 7 Killer Insights that I learned from this high-level mastermind. I cover ideas like how to explore new ways to maximize profits and your personal freedom. I share with you the key questions that one entrepreneur asks himself to be able to make 7 figures per year while only working 4 hours per week. I’ll walk you through the key concepts that an entrepreneur used to launch and scale his business to $22MM per year in recurring revenue, in less than 2 years. Click the link below to listen to today’s episode: 7 Killer Insights To Earn More Money And Work Less Enjoy, Jovan Will P.S. I made a mistake with my audio setup, so unfortunately my professional-grade mic wasn’t working properly which means the audio doesn’t sound as good as I normally would have liked it, but hopefully the content’s value will make up for the audio quality.

7 Killer Insights To Earn More Money And Work Less

The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in your marketplace, you have come to the right place! Join our movement at www.AdvisorInternetMarketing.com/podcast

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The Advisor Internet Marketing Podcast

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