High Performing Practice

Social Security is the most important decision that most Americans will make in their retirement income plans. Having a knowledge of income options is critical for advisors to help their clients retire more securely, capture more assets, and get to the next generation. Join my conversation with Randy Kitzmiller, RICP®, ChFC®, CLU® and learn how you can retain clients and grow your business.

Luke and Josh have built a business that every financial professional can benefit from – content creation and marketing! Their model includes various forms of media with great content to engage prospective clients and maintain contact with existing clients. This episode is full of ideas that you won’t want to miss.

Links: www.remindermedia.com/financial 

Tom Hegna is a legend in the retirement income planning space. I had the privilege of sitting down with Tom to talk about the economy, taxes, and opportunities for financial professionals. Take 25 minutes and get re-charged to help more clients.

Free Tom Hegna Webinars: tomhegna.com/webinars

My guest today, Chala Dincoy, works with individuals and firms to grow their business through a clear message, super niches and a direct message tree. She offers several strategies for the financial professional to consider as they look to grow efficiently. Her example of a financial professional changing their market and going online to prospect is critical to everyone’s success in a post-pandemic world.

Links:

www.repositioner.com

YouTube: https://www.youtube.com/user/Coachtactics 

Book: Gentle Marketing (free book and free consultation)

www.repositioner.com/gift

If you want to know the importance of changing to a video marketing strategy, my guest works on producing through several studios in addition to owning several businesses. Diane Strand talks about how to increase your return on investment on your video strategy as well as several aspects of the Workforce Development Board in your local area to help build your business.

Links:

www.jds-productions.com

www.jdscreativeacademy.org

Getting lost in the Himalayans would create anxiety for anyone. Keith Renninson used the time to journal that lead to his formula for success: TRIP. Using his process, advisors can help alleviate erratic client behavior and develop personal philosophy statements. Join me and listen to a financial services veteran and army veteran about how to stay calm under pressure and lay out a process for success.

Links:

www.keithrenninson.com

www.keithrenninson.com/thetenacityexpert

https://www.youtube.com/channel/UCzFaH8ygfZXVAyaJhIxClvg

https://www.linkedin.com/in/keithrenninson/

Do you get excited when you hear the word “innovation”? It’s used so much that it has become a table stake. But for the successful financial planner, innovation should mean something much different than an innovative product or process. Innovation is about thought leadership and visualizing where your business is going to be in the next 2-3 years. Join me with the Founder and Dean of the Institute for Innovation Development, Bill Hortz, about how you can be an innovator.

Links:

https://innovationdevelopment.org/

https://www.linkedin.com/in/williamhortz/

The Innovator’s DNA (Book mentioned)

We all need to improve our mindset and our process to acquire new clients. We can no longer network the same way we have over the last quarter century. Digital media is the new form of attracting quality prospects. And, it can be automated. Chuck Sharpsteen, a former marketing agency “Tech Guy” turned lead generation Facebook ads expert, joins me to discuss how you can lower your costs for Facebook advertisements, increase your ROI, and create ads that help the prospect take the next step.

Links:

www.whiskeyneat.com

David Freitag and Bruce Tannahill are experts in income planning and Social Security income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss.

Links:

fspgo.com

ssa.gov

www.journeyguideplanning.com (Do your planning first)

Article: Using Social Security Filing Strategies to Address Changed Circumstances

April 6 FSP Webinar

Do you get excited when you hear the word “innovation”? It’s used so much that it has become a table stake. But for the successful financial planner, innovation should mean something much different than an innovative product or process. Innovation is about thought leadership and visualizing where your business is going to be in the next 2-3 years. Join me with the Founder and Dean of the Institute for Innovation Development, Bill Hortz, about how you can be an innovator.

Links:

https://innovationdevelopment.org/

https://www.linkedin.com/in/williamhortz/

The Innovator’s DNA (Book mentioned)