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:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Ep. #28 – How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
- Ep. #25 – How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
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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