BONUS: Referrals Optimized - Why getting social is so important
04/25/19 • 15 min
How do your affluent clients perceive your relationship?
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?
In this episode you’ll learn:
- Why getting social is so important
- The top 6 events to host that are correlated with referrals
- What information you should know about your clients
- 9 specific steps to get to know your clients
- 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.
How do your affluent clients perceive your relationship?
In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?
In this episode you’ll learn:
- Why getting social is so important
- The top 6 events to host that are correlated with referrals
- What information you should know about your clients
- 9 specific steps to get to know your clients
- 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
E10: Get Heard On the Radio — With Todd Hickman, Managing Partner at Asset Growth Associates
As with all good things, it takes clear intentions, time, and consistency to pull off great marketing.
Today’s guest can speak to those points. Todd Hickman, managing partner at Asset Growth Associates is here to share marketing gems that will help you execute your strategies and consider testing out new mediums.
In this episode you’ll learn:
● About Todd’s success with using radio as a marketing tool
● The importance of having an established presence for yourself or your business
● About the marketing strategies that Todd wouldn’t try again, and what he learned
● What cultivating relationships with experienced advisors can do for your career
● And more!
Resources:
WealthVest | Phone number: (877) 595 9325 | Asset Growth Associates | Episode Guide
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
E11: Set Yourself Apart — With Jorge Gonzalez, President and Co-Founder of ERA Business Solutions
Knowing your unique selling points and building specialized knowledge about a particular area can separate you from other advisors.
Today’s guest, Jorge Gonzalez, explains how he leveraged his network to build a one-of-a-kind system that makes his firm stand out in the finance industry.
In this episode you’ll learn:
● About Jorge’s company’s unique approach as a one-stop-shop
● How his business partnerships gave him the motivation to build his one-of-a-kind practice
● What his company’s online institute does for clients
● And more!
Tune in now and let Jorge’s story inspire you to find your unique value proposition.
Resources:
WealthVest | Jorge’s phone number: (954) 736-9098 | [email protected] | www.erabizsolutions.com | Educational Worksheet
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.
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