The Influential Advisor Podcast

Tim Mitrovich is the CEO and Chief Investment Officer of TEN Capital where his primary responsibility is designing the firm’s vision for delivering an industry leading client experience. TEN Capital’s reputation is quickly growing as a thought leader based on how it combines technology, various media and its numerous industry partnerships to engage and empower its clients with greater clarity and purpose as they build wealth utilizing top strategists from around the world.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

• Why their philosophy is to focus on the individuality of the client
• How weekly video or written contacts and a 26 client annual event helps to serve clients
• How a team-approach, united in a common philosophy and set of values, offers a diverse, well-rounded experience for the client
• How technology helps keep in touch with clients in order to meet their individual needs
• How regular videos on YouTube and iTunes add an additional method of communication
• How an annual social event with no sales pitches or self-promotion allows both potential and current clients to know the team better

Connect with Tim Mitrovich:

Website: https://www.tencapital.com/
LinkedIn: https://www.linkedin.com/in/timmitrovich/
Email: [email protected]
Phone: 509.325.2003

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Josh Patrick is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, serial entrepreneur, and writer. He is also founder of The Financial Freedom Project, The Sustainable Business, and AskJoshPatrick.  

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

• Why Josh recommends “Book Yourself Solid” to his clients and believes it’s the best book on marketing out there
• How marketing and sales are two completely different activities
• How public speaking and podcasts build a rapport with listeners which leads to business connections
• Why Josh considers mistakes beneficial
• How to gain business by being known as an expert and identifying a problem you can help fix
• How sustainability is about creating excess cash in a business
• Why being on a podcast increases business
• Why it’s beneficial to start a podcast or project when only 70% ready
• How podcasts can repeat topics by discussing many different approaches

Resources:

Book Yourself Solid by Michael Port
Sustainable by Josh Patrick

Connect with Josh Patrick:

Website
Linkedin
Twitter  

Connect with Paul G. McManus at:

LinkedIn
Website

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Dr. Aprille Trupiano, CEO of AT International, has worked with business owners around the globe for 15 years - focusing in the US particularly in the financial services, mortgages, and insurance (Life Insurance, P&C Insurance, Health Insurance) - to blow the lid off their business. After using her proven proprietary systems, clients say they make more money than ever before (without working harder) and have more fun doing it! They spend more time doing what they truly love to do - both in their business and in their lives outside the business.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. 

What you’ll learn from this episode:

• How Dr. Aprille Trupiano chose to go down this path and what moment defined who she is today.
• How AT International helps its clients increase revenue and what process is typically taken to help them create those results.
• Why 74% of advisory firms close their doors by attrition, not outlasting their owners.
• What Aprille’s insights are about retaining and attracting high-quality women into the business.
• How to measure the ROI when investing in yourself and your team. 
• Important advice on how to smartly make the transition from solo entrepreneur to CEO.

Connect with Dr. Aprille Trupiano at:

Website
LinkedIn
Email: [email protected]

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high-value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:

LinkedIn
Website

Support the show

Jamie L. Mendelsohn has presented nationally on the topics of increased longevity, policy appraisals, and life settlements. She has been published in Trust & Estates and Society of Financial Service Professionals. She is the Executive Vice President of Ashar Group, an independent life settlement resource for financial professionals and fiduciaries. 

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

What you’ll learn from this episode:

• How Ashar Group specializes in life settlements, also called secondary market valuations.  
• How they partner with advisory teams to appraise existing life insurance policies and their prospective sale, especially high net worth policies   
• How an increasingly older population has changing life insurance needs
• How Jamie speaks across the country to educate fiduciary advisors about life settlements
• How before a agent’s client surrenders a high end insurance policy, the agent should contact Ashar Group to review best options
• How learning about life settlement options is an opportunity for advisors to deepen relationship with client and prospects
• How by interacting with Ashar, an agent can be seen as an expert in all things related to life insurance when a client has major life changes
• How life insurance is not just a death benefit, but the ability to sell the policy can create a liquidity event
• What an advisor’s compensation is when working with Ashar
• How Ashar creates a competitive bidding situation that ensures the highest value for the client’s policy
• Why it’s important to have a policy appraised before surrendering it
• How Investors buy life settlements the same as oil or gas investments

Resources:

Tax Adviser Article | Spotlight on Life Settlements: Getting the Best Value
Life Settlement Broker V. Provider
Trust & Estates Tax Article

Connect with Jamie L. Mendelsohn at:

Website
LinkedIn
Email: [email protected]

Connect with Paul G. McManus at:

LinkedIn
Website

Support the show

Support the show

In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

Key Facts We Discussed

- Michael started out in a small brokerage firm at the beginning of his career
- He eventually became the West Coast Sales Vice President of Wintrust before starting his own business
- Michael has worked in the life insurance business for 23 years and the premium finance business for 15 years

Key Questions We Asked

- Who are the ideal clients for premium finance?
- What are the problems that premium finance can solve?
- What is Michael’s role in the premium finance interaction and transaction?
- How is premium finance beneficial for the client, the agent, and Michael?
- How should agents go about finding these ultra-high net worth clients?
- What advice does Michael have for agents?

Key Tools

- CDP Insurance provides educational materials and Michael is always available to as a resource to their clients
- Start with a center of influence such as a CPA or attorney
- Know what you are talking about
- Don’t try to elephant hunt, but rather keep premium finance in your back pocket if the right client comes along

You can connect with Michael at:

https://www.cdpinsurance.com/

(949) 923-7260

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:

LinkedIn
Website

Support the show

In this episode we interviewed Gina C. Wells, Owner of Advanced Capital Group.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

Key Facts We Discussed

> Gina has been in the life insurance business for 25 years and a career agent with Ohio National during that time

> How she struggled during the first five years of her career and how she discovered the secret for herself to turn it around

> She currently has 150 million dollars of death benefit in force

> 90% of her revenue is from life insurance

Key Questions We Asked

> What did she do to be able to successfully position herself to sell life insurance and make it 90% of her revenue.

> Is there a magic bullet to being able to sell whole life insurance successfully

> How she is using LinkedIn to create a consistent flow of new prospects

> Her full sales process - from generating a lead on LinkedIn, to advancing the sale, and closing the case

> Best advice for new or struggling life insurance agents.

Key Educational Tools She Uses as Part of Her Marketing and Sales Process

> Million Dollar Producer LinkedIn Program

> SMART Retirement with Matt Zagula

> Circle of Wealth Money Trax

> LEAP

> Truth Concepts

> Infinite Banking

You can connect with Gina at:

LinkedIn: https://www.linkedin.com/in/ginacwells/
Website: advanced-capitalgroup.com

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:

LinkedIn
Website

Support the show

In this episode we interviewed Jason Mericle, Founder of https://restrictedproperty.com/. Jason shares with us his story of how is using digital marketing tools to be able to attract an inbound flow of leads of affluent business owners and tax advisors.

He also shares how he is using those same tools to be able to speed up the sales process through the use of on-demand webinars that help educate both his potential clients, along with their existing tax advisor.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

You can connect with Jason at:
LinkedIn - https://www.linkedin.com/in/jason-mericle/
Website - https://mericleco.com/

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:

LinkedIn
Website

Support the show

In this episode we interviewed Nancy Brunetti, CEO of Ocean Crest Financial. Nancy shares with us her story of building a $59 million dollar financial services firm (from scratch!) in just 8 years.

And how she is today very effectively using both "seminar marketing" and LinkedIn to very effectively grow her practice.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

You can connect with Nancy at:
LinkedIn - https://www.linkedin.com/in/nancybrunetti/
Website - https://nancybrunetti.com/

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:
LinkedIn - https://www.linkedin.com/in/paulgmcmanus/
Website - https://milliondollarproducershow.com/

Support the show

In this episode, we speak to Buck Adams. A former undercover cop, and now a senior executive at a leading multinational financial services firm that works with more than half of the billionaires in the world.

Buck discusses the lessons he learned as a undercover cop such as being able to read someone's body language and how he uses that now to build trust with the the wealthiest people on the planet.

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

You can connect with Buck Adams:
LinkedIn - https://www.linkedin.com/in/charles-b...

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:
https://www.linkedin.com/in/paulgmcmanus/

Connect with Tony Maree Torrey at:
LinkedIn - https://www.linkedin.com/in/tonymaree/
Website - https://www.thesynergyzone.com/

Support the show