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.

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.

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.

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.

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:

Is it possible to have your prospects pay you BEFORE they become clients? Would you like to have 100% of your entire marketing budget completely paid for this year? Today’s guest is one of the rare advisors that has figured out how to build his dream business and get his entire marketing budget paid for by using this one method that he learned from Jason Wenk’s MM1 program. Also be sure to check out my last episode #22 with Jason Wenk where we discuss how to use lifestyle design to boost your business, energy & happiness. My guest’s name is Matt Gulbransen, who went from growing up on a farm to building a $175 million RIA before the age of 34. Matt’s production numbers are ESPECIALLY impressive considering the following: He is the solo producer of business in his firm He takes ample time off in the summer to go wake surfing and spend time with his wife and twins. He brings in $20-$30 million in new business per year with only 4 to 5 mailings! Matt gets 100% of his marketing paid for (he’ll explain how he does it in our interview) Matt has designed his business to provide him strong recurring revenue… Matt only works with committed clients that value his time and are a pleasure to work with. In this interview with Matt he shared: How Matt got 100% of his marketing costs covered by using this one “little-known” METHOD. How Matt gets prospects to pay him FIRST, BEFORE he has the 1st appointment and how to never chase a prospect ever again. The most persuasive words that Matt uses when converting prospects into clients. How Matt has been able to consistently bring in $20 to $30 million in new business consistently each year to produce a strong revenue stream. Why Matt avoid using “fear-based” marketing and what Matt does differently to consistently attract his ideal clients. Matt RARELY gives interviews, so I’m especially excited to share with you this jam-packed interview.

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.

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.