Sign up to save your podcasts
Or
Share 131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat
Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.
That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.
The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.
In this episode, we dig into how Nick’s clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.
5 of the biggest insights from Nick Whitaker…
1. The 3-Part Framework That Makes Seminars Convert
Nick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.
2. You Don’t Have to Be the Person Who Delivers the Seminar
Founders often think they have to be the one on stage, but that’s a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.
3. How Micro-Commitments Turn Listeners Into Appointments
The close doesn’t happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.
4. The Seminar Tweak That Attracted $2M–$5M Clients
One shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick’s approach brought in multimillion-dollar clients who had never responded before.
5. How Post-Seminar Conversations Unlock Extra Appointments
Walking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.
SHOW NOTES
https://bradleyjohnson.com/131
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad
Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
View all episodes
By Brad Johnson
5
323323 ratings
Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.
That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.
The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.
In this episode, we dig into how Nick’s clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.
5 of the biggest insights from Nick Whitaker…
1. The 3-Part Framework That Makes Seminars Convert
Nick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.
2. You Don’t Have to Be the Person Who Delivers the Seminar
Founders often think they have to be the one on stage, but that’s a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.
3. How Micro-Commitments Turn Listeners Into Appointments
The close doesn’t happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.
4. The Seminar Tweak That Attracted $2M–$5M Clients
One shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick’s approach brought in multimillion-dollar clients who had never responded before.
5. How Post-Seminar Conversations Unlock Extra Appointments
Walking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.
SHOW NOTES
https://bradleyjohnson.com/131
FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 30 minute 1:1 coaching call with Brad
Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
- YouTube
DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
More shows like Do Business. Do Life. — The Financial Advisor Podcast — DBDL
View all
The StoryBrand Podcast
1,936 Listeners
Animal Spirits Podcast
2,013 Listeners
Small Business Tax Savings Podcast
253 Listeners
The Perfect RIA
455 Listeners
The Compound and Friends
2,113 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
Barron's Advisor
106 Listeners
Ask The Compound
315 Listeners
The Long Term Investor
149 Listeners
The Advisor Journey
25 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
133 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
43 Listeners
Moneywise
651 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
144 Listeners
Advisor Marketing Made Simple
24 Listeners