Ep 26: The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018

Ep 30: 7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of

7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of

Ep 29: Confessions of A Former Marketing Guru

The Rise and Proliferation Of the Self-Proclaimed Marketing Consultant. A Public Service Announcement for advisors that want to hire marketing consultants or gurus to help them generate leads online.

Ep 28: 5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019

5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019

Ep 27: Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice

Hey advisors, I’ve got a great show lined up for you today. My guest’s name is Terry Heys, and don’t let his laid-back demeanor fool you because he’s a truly one of the sharpest advisors that I’ve had the privilege to work with. Terry has been in the business for 29 years now and what makes him so remarkable is that he runs his practice 100% virtually and hasn’t seen a client in person in over 5 years. He consistently writes at least $7MM of annuities 100% virtually, over the phone and makes an additional multiple six-figure income from his assets under management. Because he’s built his practice around his own schedule and lifestyle, he started another an Amazon business that’s bringing in over $20-30K per month in revenue. Suffice it to say, Terry is not a conventional “old school” advisor and purposely chosen a more simple, and highly profitable business that gives him the freedom to travel with his family, go to his daughters gymnastic meets and participate in cycling events with his wife. So if you’re looking for ways to create more freedom with your practice and create a sales process that supports your ideal lifestyle, I think you’ll really appreciate our episode today. And stay tuned to the end, because we’ll be announcing a new program for advisors that want more help adapting a virtual sales process into their practice. So please welcome to the show, our resident expert on virtual sales and building a thriving, highly profitable virtual practice: Terry Heys.

Ep 26: The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018

After hosting events in front of hundreds of advisors around the country this year, Jovan Will and Fernando Godinez have identified the top 7 biggest marketing trends and trips for independent financial advisors in 2018 in this episode.