May | 2024 | Top Advisor Podcast

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.

Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.”

In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes the interconnectedness of all aspects of life. It is created when your five key resources (Finances, Mindset, Relationships, Health, and Time) are aligned with your values and your vision. These resources are used to achieve the impact you want to have on yourself, your family, your community and the world.

Everyone – advisors and their clients – should consider embracing and using this concept of Authentic Wealth.

In this episode, Referral Coach Bill Cates interviews Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, Abaris Financial Group. Abbey explains her holistic approach to financial planning that integrates life coaching.

Discover the success behind Abbey’s “Five Lever Friday” newsletter, offering weekly insights into improving various aspects of life. They also explore the role of podcasting in building authentic connections with Abbey’s audience, serving as a powerful referral tool.

Bill and Abbey discuss:

Abbey’s model of Authentic Wealth
How Abbey’s holistic approach has made her more referable and helped her accelerate the growth of her business.
Her decision to become a Certified Life Planner and Certified Life Coach and how it has added results-producing depth to her financial planning.
Common limiting beliefs and mistaken assumptions around money and how she helps clients overcome their ability to sabotage results.
Her decision to start a podcast, the initial hesitations, and the role of ProudMouth in helping her launch the podcast.
How podcasting serves as a tool to create more referrals, while helping build trust and credibility with clients/prospects – even before the first meeting.
…And more!

Resources:

Connect With Bill Cates:

Connect with Abbey Henderson:

About Abbey Henderson:Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ is the CEO, Wealth Advisor & Coach of Abaris Financial Group LLC. She strives to help her clients live their best lives. To figure out what lights them up, how they will feel most fulfilled, and leave a legacy they are proud of. Matching resources to dreams is her specialty. In 2001, she decided it was time to follow her dream of being an entrepreneur and Abaris Financial Group was born. They’ve since grown from Abbey alone in a small office to a six-person staff with over 175 clients.

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Your continued success is predicated on your continued relevance and becoming “the advisor of choice.” Sometimes, that’s easier said than done. However, one of the most effective ways to accomplish this and build lasting client relationships is through storytelling for financial advisors. Our guest calls this the Founders Story.

As artificial intelligence (AI) and the internet continue to transform the accessibility of financial information, creating a strong human connection has become more important than ever before.

Our featured guest, Jason Jenkins, delivers two critical strategies for connecting fast with prospects, and winning new, right-fit clients:

The Founders Story
The Question Funnel

Join Bill Cates and Jason Jenkins, Executive Vice President Of Sales at Simplicity Group, as they delve into the indispensable value of human connection and personalized storytelling for financial advisors .

Jason and Bill discuss:

How to use your The Founder’s Story as a powerful method to connect with clients.
A structured approach to craft your own story, and if you already have one, to make it even more impactful.
How to use a Question Funnel to elevate your client/prospect meetings – to bring more value and win new clients. Key skill sets for advisors to differentiate themselves to be successful in the future – both near and long-term.
The power of active listening and authenticity as part of storytelling for financial advisors.
…And more!

Resources:

Connect With Bill Cates:

Connect with Jason Jenkins:

About Jason Jenkins:

Founder of AssetLock and currently Executive Vice President of Sales at Simplicity Group Holdings, Jason has been in the financial industry for over 20 years and brings an independent, client-centered approach to the firm. Jason graduated from Westmont College in 1997 with a B.A. in Business & Economics. He later received his MBA from Point Loma Nazarene University in 2005.

In 2010, Jason was recognized by San Diego Metropolitan Magazine with the ‘Top 40 Under 40″ distinction, recognizing San Diego’s “Brightest Leaders of Today and Tomorrow”. Jason has also helped start a non-profit, the Human Factor Leadership Academy, that is helping educate underprivileged children in Ghana, Africa.

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Monthly Archives: May 2024