On this week’s episode we speak with Penny Phillips, President and Co-Founder of Journey Strategic Wealth. She has extensive experience coaching and consulting financial advisors, business owners and wealth management institutions on assembling the resources and tools they need to powerfully serve clients. The pandemic has altered the way advisors interact with clients. Phillips
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You say you have a passion for client service? You’re going to have to persuade me. In 1976 film “Network”, Peter Finch playing the character of anchorman Howard Beale snaps on-air, breaking down into a rant against his powerlessness to save his career and paradoxically triggering a broad public outcry. “All I know is
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On this week’s episode we speak with Brad Swineheart, VP of Channel Marketing and Business Development at White Glove. Brad helps advisors grow their bottom line organically through effective marketing strategies. Traditionally, White Glove was in the seminar business. White Glove has grown to support over 1,500 advisors who have hosted more than 10,000
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“It is said that Zaphod Beeblebrox’s birth was marked by earthquakes, tidal waves, tornadoes, firestorms, the explosion of three neighbouring stars, and, shortly afterwards, by the issuing of over six and three quarter million writs for damages from all of the major landowners in his Galactic sector. However, the only person by whom this is said is
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Don’t ask for referrals. Don’t even encourage your clients to provide them immediately. Enlist their help in building your list instead. The key to a consistent stream of new clients is having a big list you keep in touch with regularly. The more people you touch with each communication, the more likely it is
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You want more engaged clients. We have seen that involving clients and co-creating the experience of working with you raises engagement. How can you provide that participatory experience and realize benefits as early in the relationship as possible? Co-create the experience from the start. Give clients a voice in their onboarding. A Client Driven
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You want to receive a consistent flow of qualified referrals. The easier it is to refer you, the more you will receive. Did you know there may be things you are doing (or not doing) that cause friction in the process, slowing down referrals you should be getting? In this week’s episode, we focus
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It’s hard. You feel like you should respond with a title or job description. But if you say you’re a financial advisor it stops the conversation. People have presumptions. Maybe they fear you will sell them something. More than that, it doesn’t differentiate you. You want something to highlight what sets you apart, what’s
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Most of us avoid conflict when discussing money. On this week’s episode we welcome back David Wood, Founder and CEO of Play for Real and Focus.ceo, who makes the case that difficult conversations deliver more value. David is an author, coach, and entrepreneur. In this episode he provides us with a roadmap to master
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I want you to know that. And I will do everything in my power to help you get there. What I can offer, the services I perform, the processes I employ are less important. What matters is the commitment to getting you past whatever stands in your way so you can realize your vision.
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