Amplifyr Podcast by Aidan Hennebry

Financial Professional Venturing Into Running a Business • Ep. 2 with Calvin Van Harten


Listen Later

Switching from a long & tenured teaching career to that of a financial professional selling life insurance, investments, RRSPs, RESPs, and more is no joke. In this episode of the Amplifyr Podcast, host Aidan Hennebry chats with Calvin Van Harten as he navigates this change in occupation and learns the ropes of sales, marketing, and customer service as your own small business owner.Here's what we cover in this episode:00:00 Intro05:11 Digging into what clients really want08:55 Building authentic trust with new clients12:57 Why someone would choose you over the competition16:46 Helping clients out of bad situations23:22 Integrity & turning away clients you can't help33:36 How the market impacts your business (& customers)38:48 How to help resistant & anxious clients41:37 Helping clients balance short & long term goals46:37 Helping clients who've "missed the boat"50:34 Taking a personal approach to marketing yourself56:40 Social media for Financial Professionals1:02:20 The heart behind the business1:07:43 OutroBe sure to sign up for the Amplifyr Report; a weekly newsletter with links to articles and other Amplifyr Podcast episodes. https://amplifyr.ca/signupIf you'd like to be featured as a guest on the Amplifyr Podcast, reach out to Aidan Hennebry with a brief description of who you are and what your episode might be about! Remote access to the podcast is [email protected]: amplifyr.caInstagram: @amplifyr.caLinkedIn: /in/aidanhennebry

...more
View all episodesView all episodes
Download on the App Store

Amplifyr Podcast by Aidan HennebryBy Aidan