BONUS: Referrals Optimized - Sourcing the 7 Spheres
02/28/19 • 7 min
Help your clients help you.
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.
In this episode you’ll learn:
- What the 7 Spheres are and how you can use them
- How to frame your thinking around each client's spheres of influence
- Questions you can ask your clients to source names
- And more!
Tune in now and learn how to take your marketing ideas to the next level!
Resources:
WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet
If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.
Hosted on Acast. See acast.com/privacy for more information.
Help your clients help you.
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.
In this episode you’ll learn:
- What the 7 Spheres are and how you can use them
- How to frame your thinking around each client's spheres of influence
- Questions you can ask your clients to source names
- And more!
Tune in now and learn how to take your marketing ideas to the next level!
Resources:
WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet
If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.
Hosted on Acast. See acast.com/privacy for more information.
Previous Episode
E8: Stop Overthinking It— with Kristen and Ed Judd of Five Rings Financial
Meet social-media savvy couple Kristen and Ed Judd of Five Rings Financial. This powerful duo experienced almost 50% growth in 2018, didn’t overthink their marketing strategies, and became “a little bit famous” along the way!
In this episode, you will learn:
● How Ed quit his corporate job in front of 550 people to work with Kristen
● How Kristen and Ed manage to thrive as a couple while running a successful business
● Why Facebook Live is an essential part of the Judds’ marketing plan
● About Kristen and Ed’s perspective on social media ROI
● About the importance of having consistency in your marketing strategy
● And more!
Resources:
WealthVest | Five Rings Financial | Money Secrets Facebook | How to Use Facebook Live
The 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.
If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.
Don’t forget to follow us on Facebook or Instagram (@wealthvest).
For more info, please visit www.wealthvest.com.
Hosted on Acast. See acast.com/privacy for more information.
Next Episode
E9: Executing Marketing Ideas — With Marc Rogers, National Sales Manager at WealthVest
Marc Rogers, WealthVest’s national sales manager, has executed numerous marketing initiatives while working with top financial advisors across the U.S. Marc is here today to share the good and the bad, and how to avoid common mistakes when planning and implementing marketing strategies.
In this episode you’ll learn:
- More about Marc’s trajectory and successful career
- How Marc cultivated relationships from the beginning of his career
- Strategies to keep in mind when planning any marketing initiative
- Marc’s process for cultivating favorable introductions (i.e. referrals)
- About the power of social media and podcasting as marketing tools
- A piece of advice that Marc would give his younger self
- And more!
Resources:
WealthVest | Phone number: (877) 595 9325 | Marc Rogers' LinkedIn Profile
The 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.
If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.
Don’t forget to follow us on Facebook or Instagram (@wealthvest).
For more info, please visit www.wealthvest.com.
Hosted on Acast. See acast.com/privacy for more information.
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/99-best-marketing-ideas-20124/bonus-referrals-optimized-sourcing-the-7-spheres-3837796"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to bonus: referrals optimized - sourcing the 7 spheres on goodpods" style="width: 225px" /> </a>
Copy