Sign up to save your podcasts
Or
Share Ep 002: Building Successful Practices in the Financial Industry
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep 002: Building Successful Practices in the Financial Industry
Tom Hegna is a distinguished economist, best-selling author, and expert in retirement income, with a unique background in the military and insurance industry. His perspective on success in financial advising and retirement planning is shaped by his experiences and focuses on two key challenges: prospecting and communication. Hegna believes that the primary issue for advisors is prospecting, suggesting that meeting with three potential clients face-to-face daily is the key to success. He also emphasizes the importance of effective communication, particularly in asking questions and telling stories that resonate with clients. By addressing these challenges, Hegna believes advisors can build successful practices in the financial industry. Join Erik Sussman and Tom Hegna on this Revolutionary Practices for Financial Advisors podcast episode to delve deeper into these insights.
Key Takeaways
Embracing the Digital Revolution: Explore the imperative of embracing digital transformation as an essential step, not a choice, for financial advisors. Gain valuable insights into how this transformation can position you for success in today's rapidly evolving landscape.
The Fusion of AI and Human Interaction: Delve into artificial intelligence and its impact on modern marketing strategies. Uncover the secrets to effectively harnessing AI to target clients precisely while preserving the vital human-to-human connection.
A Journey of Lifelong Learning: Be inspired by success stories and discover how advisors thrive through continuous learning and collaboration. Unearth the strategies and tactics that can help you stand out in the fiercely competitive field of financial advising.
Resources
Connect with Tom Hegna on LinkedIn: https://www.linkedin.com/in/tomhegna/
Learn about Tom Hegna: https://tomhegna.com
About Our Guest
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.
Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.
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
View all episodes
By Erik SussmanTom Hegna is a distinguished economist, best-selling author, and expert in retirement income, with a unique background in the military and insurance industry. His perspective on success in financial advising and retirement planning is shaped by his experiences and focuses on two key challenges: prospecting and communication. Hegna believes that the primary issue for advisors is prospecting, suggesting that meeting with three potential clients face-to-face daily is the key to success. He also emphasizes the importance of effective communication, particularly in asking questions and telling stories that resonate with clients. By addressing these challenges, Hegna believes advisors can build successful practices in the financial industry. Join Erik Sussman and Tom Hegna on this Revolutionary Practices for Financial Advisors podcast episode to delve deeper into these insights.
Key Takeaways
Embracing the Digital Revolution: Explore the imperative of embracing digital transformation as an essential step, not a choice, for financial advisors. Gain valuable insights into how this transformation can position you for success in today's rapidly evolving landscape.
The Fusion of AI and Human Interaction: Delve into artificial intelligence and its impact on modern marketing strategies. Uncover the secrets to effectively harnessing AI to target clients precisely while preserving the vital human-to-human connection.
A Journey of Lifelong Learning: Be inspired by success stories and discover how advisors thrive through continuous learning and collaboration. Unearth the strategies and tactics that can help you stand out in the fiercely competitive field of financial advising.
Resources
Connect with Tom Hegna on LinkedIn: https://www.linkedin.com/in/tomhegna/
Learn about Tom Hegna: https://tomhegna.com
About Our Guest
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.
Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.
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