Interview with Sheri Fitts

10/07/20 • 30 min

She’s an author, keynote speaker, marketing guru, and a social media, visual design and media expert. Sheri Fitts is one of our industry’s most valued consultants when it comes to business building. What does Sheri predict will happen when the pandemic is over, and we are not all forced to solely communicate via technology? What is the one thing you should not spend your marketing budget on, now or ever again? Did the pandemic really do something “very lovely” for the financial services industry? The bar has now been set for video conversation-so how do we better the experience for our clients and raise that bar? And how will video change how advisors manage enrollment meetings going forward? Join Ross and Sheri for an informative (and fun!) conversation about next-gen ways to grow.
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Previous Episode

Interview with Jason Chepenik

Chepenik Financial Services is nearing its 50th anniversary. In this episode of OUTCOMES, Ross chats with Jason Chepenik, the well-known industry veteran advisor and creative genius behind the Taco-bout Retirement Food Truck, the 4.01k Race for Financial FitnessTM, and the loss of life of many, many crawfish. How did the practice grow from a one-man shop to one of the top firms in our industry? What are the “three Be’s” Jason focuses on to continue to grow his practice? What are the two “Fs” that he thinks are missing from the traditional 3-F advisory firm service model? What is Jason’s latest creative idea to engage employees? How is Chepenik Financial helping clients through these tough financial times during the current pandemic? What should the recent loss of our industry friend and colleague Dave Reish teach us? Join Ross as he chats with Jason and gain insight into the thinking of one of our industry’s leading advisors (and as a bonus, you’ll learn a versatile new Cajun phrase you can throw around to impress your friends!)
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Next Episode

Interview with Alan Gross

The current pandemic means you are not currently face to face and shaking hands. Yet being in front of people is where most advisors shine. So what do you do when social cues like body language get lost in video delivery? How can you ensure that video communications do not step over a line and become an infomercial? (5:40) Learn more about Storybrand, a framework developed by bestselling author Donald Miller, which helps advisors create clear and simple messaging to instantly connect with clients and prospects. (8:55) How do you make sure you define your audience enough to create targeted messaging, yet still have a large enough prospect pipeline to grow your firm? (15:00) Listen to this episode and you’ll take away one cool idea Ross and Alan come up with to transform how visitors interact with your website!
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