Monthly Archives: February 2022

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The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

Education, Finance, Marketing, Speaking, , , , , ,

What is your relationship with social media? 

Social media for financial advisors means different things.

Some advisors have embraced social media as a concept, posting content and occasionally engaging with others, but wonder why they bother because they haven’t seen any noticeable results. 

Other advisors have embraced social media as a way of strengthening their client relationships AND can see a straight line from their activity to acquiring new, in-segment clients. 

In this episode, Bill Cates invites Kristen Walker, vice president of marketing at Michigan Financial Companies to discuss several marketing ideas, including how advisors can implement social media and target marketing into their marketing plan to increase client engagement and attract new clients.

Bill and Kristen discuss: 

  • How much time and energy should advisors dedicate to social media—and where they should be focusing their attention
  • The importance of targeting your in-segment clients
  • What virtual and in-person events are producing results these days
  • Other best practices you can employ in terms of social media for financial advisors 
  • The creative methods her 90 advisors are using to engage with clients

Resources: 

Connect With Kristen Walker:

Connect With Bill Cates:

About Our Guest:

Kristen Walker is the VP of marketing at Michigan Financial companies. 

Her purpose is to help advisors become successful business owners by providing the sales and marketing support, materials, training and expertise to generate new, and retain existing business. She works closely with the marketing department to ensure each of their representatives have their own unique marketing plans that are customized to their specific goals and objectives. As the VP of Marketing, she also oversees the brand image for our firm to increase awareness of Michigan Financial Companies and its affiliates. She places a special focus on the growth and development of their marketing initiatives to help the firm stay ahead of the curve throughout the financial services industry.

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Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?

Education, Finance, Marketing, Speaking, Uncategorized, , , , , , , ,

Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we all face. So, what are the financial advisor best practices that separate the wheat from the chaff?

In this episode, Bill Cates interviews Mark Williams, president and CEO of Brokers International, to discuss what we need to think about and do to connect with more Right-Fit Clients™.  Mark speaks to hundreds of financial professionals each year, so he’s in a unique position to see what’s working and where advisors are wasting their resources of time, energy, and dollars.

Bill and Mark discuss:     

  • The top 3 challenges that financial professionals face in terms of client acquisition today.
  • The financial advisor best practices that he believes are gamechangers.
  • Is LinkedIn the “New Cold Calling?”

Connect With Mark Williams:

Connect With Bill Cates:

About Our Guest:

Mark Williams is the President and CEO of Brokers International, one of the industry’s largest field marketing organizations — providing annuity and life insurance solutions to independent insurance and financial professionals across the nation.

Few executives have Mark’s breadth of experience as a differentiator and success across every aspect of the industry. He grew up in an insurance family and has licensed, sold and had exposure to almost every financial vehicle that can be used as a solution to a customer need. He has held crucial roles as an agent, stock broker, independent distributor, captive agent, and head of an FMO.

Mark has a proven track record driving transformation, having helped transform companies such as Allianz, The Hartford, and GamePlan from the inside out. He has spent his career leading sales growth in fixed indexed annuities, life insurance and fixed universal life products as well as directing mortgage leads, developing marketing programs for independent financial professionals and leading strategic initiatives.

Currently, Mark is focused on the future of the insurance industry: from the disruptions of InsurTech and robo-advisors to the changing demographics and needs of customers. He also is an avid mentor helping financial professionals navigate the industry.

 

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Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock

Education, Finance, Marketing, Speaking, Uncategorized, , , , , , , ,

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well?

In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.

Jeff discusses:

  • How Jeff uses philanthropic leadership to grow his business
  • What the elements of ‘the trifecta of difference’ can mean for your business.
  • How Jeff has created his incredible business––and what kept him going through doubt
  • Why you should create experiences that have a ‘shelf life’


Resources:  


Connect With Bill Cates:


About Our Guest:

Jeff Chaddock: With over 32 years as a Private Wealth Advisor, Jeffrey Chaddock, CRPC® , APMA® is the CEO of Envisage Wealth, with four offices across Ohio. Jeffrey’s firm manages over 2.5 billion in client assets.  Jeff differentiates his practice by providing numerous civic, social, and educational opportunities for his clients and their guests.  Jeffrey is heavily involved in numerous charitable organizations and serves on the board of trustees at The Ohio University Foundation, where he established the Jeffrey D. Chaddock Endowed Scholarship program.

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