Digital Marketing 4 Financial Planners · S2EP4_Appreciative Coaching with Jody Jacobson In this episode, Jody and I talk about finding your ideal clients and then how to talk to them in a way that encourages them to tell you where they’re at and what they need. You want to set your client up to […]
Know their interests wants and desires
What money messages did you learn as a child that no longer serve you? Great question Amy Zehnder! The first question that comes to mind is that growing up my dad taught me to be almost too cautious with money. It’s good to spend wisely. Some things are worth the extra money. For example, phone […]
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Introduction Your clients have many answers within them. Your job is to help them by asking the right questions, so they find those answers. One of your roles, as their financial advisor, is to ask the questions that are crucial for the next steps of their life and to facilitate a process that helps your […]
Bridge, connect, deliver This isn’t the best time to emphasize sales. Right now people are in the middle of “no decision zone” and have more time. As a result, we recommend that you provide great content and build your audience. If someone has a financial issue or concern, we want you to be the first person they […]
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CRMs and Salesforce In this episode of the podcast we talk about the good practices and not so good practices you may be using with your CRM, whether it is Salesforce, Wealthbox, RedTail or Junxure. Oliver Sholder is a Salesforce consultant and founder of Everpeak Partners. He joins the show to share a few unique […]
Identify the best way to approach a client, prospect or family member using the DISC Personality Test via Crystal Knows. Find where you land on this circle here for FREE. Digital Marketing 4 Financial Planners · Greg Skloot with Crystal Knows on DISC Personalities If the Golden Rule is to “do onto others as you […]
The Data Centers that protect ComConnect File Sync and CloudFinder users data