September | 2024 | Top Advisor Podcast

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way.

He’s also become a master at bringing financial education to clients who think they already know it all.

In this episode, Referral Coach Bill Cates interviews Yohance Harrison, Founder and CEO of Money Script Wealth Management, PLLC, about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships.

You’ll learn actionable strategies for increasing client engagement and multiplying referrals by fostering strong connections and delivering compelling value.

Bill and Yohance discuss:

Yohance’s transition from a financially troubled upbringing to a thriving financial advisor.
Insights into the behavioral finance concepts that shape client decisions, and how to address them.
How he shows his highly educated clients that they are financially illiterate.
The importance of a defined target market and methods to effectively serve it – including joining their associations.
Yohance’s successful “Kings and Queens” referral strategy and how to nurture and celebrate top advocates.
…And more!

Resources:

Connect With Bill Cates:

Connect With Yohance Harrison:

About Yohance Harrison:

Yohance Harrison is the Founder and CEO of Money Script Wealth Management, PLLC, he began his financial services career 25 years ago in Charlotte, NC. In 2004 he moved to Los Angeles to manage an office of advisors for a Fortune 500 firm. After a decade in corporate America, he departed from his leadership role to pursue his entrepreneurial desire to start his own firm. Yohance is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. He currently resides in Dallas, TX with his wife Alicia and their two children. Yohance holds a Series 65 & 66 Securities License, is a Chartered Retirement Planning Counselor (CRPC®), and is a Behavioral Financial Advisor (BFA™). He also holds multiple board positions for other organizations across the country. Yohance is a contributor & speaker to the American College of Emergency Physicians, CV Roman Society, and is an SAEM Industry Advisory Council Member.

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Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business.

Are you leveraging client events to their full potential?

In this episode, Referral Coach Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client events for financial advisors can be leveraged successfully to deepen relationships, boost loyalty, and attract new clients.

Bill, Angela, and Elyse discuss:

The importance of setting both clear business goals and event goals to maximize your results.
Common reasons why events underperform and how to avoid these pitfalls.
The incredible importance of pre-planned and creative follow up to events that will drive even better results.
Traditional AND creative event ideas like wine tastings, economic summits, cooking classes, chef’s tables, minor league baseball games, and more.
The power of virtual events and hybrid models in expanding reach and maintaining client engagement.
Real-life examples and case studies demonstrating the impact of well-planned events.
Collaborating with wholesalers and other partners to support client events for financial advisors.
…And more!

Resources:

Connect With Bill Cates:

Connect With Event Advisors:

Connect With Angela York and Elyse Stoner:

About Angela York:

Angela York grew up in Hollywood, CA, surrounded by the TV industry. Inspired by her parents who worked in television, she initially envisioned a career in TV production. However, her journey took a different path. After college, she began her marketing career at an advertising agency in Orange County. Soon after, she transitioned to an in-house role at an advisory firm, leading their marketing department. This experience set the foundation for her career in marketing and event planning.

In 2008, after nearly a decade at the advisory firm, Angela founded a consulting business specializing in event planning, marketing implementation, and administrative support. This venture allowed her to collaborate with wealth managers and financial services firms across California and the Pacific West, honing her skills and deepening her understanding of the financial advisory space.

The global pandemic in 2020 brought new challenges and opportunities. In 2021, Angela co-founded Event Advisors with her partner Elyse Stoner. Combining 30 years of marketing experience and 20 years in the advisory space, their mission is to help financial advisors host events that strengthen client relationships and create growth opportunities.

At Event Advisors, Angela and her team believe in the power of events to enhance client relationships. Well-executed events deepen existing relationships, show appreciation, and convert prospects into clients. They design custom events that foster and sustain client relationships, driving growth and loyalty. Their goal is to remove the stress of event planning, allowing advisors to focus on what they do best.

About Elyse Stoner:

Elyse Stoner is the founder of Fresh Perspective Consulting and the Co-Founder of Event Advisors. In both roles, she specializes in maximizing the marketing power of events, project management, and building comprehensive strategic plans based on her Return on the Moment (ROM) paradigm.

Her ultimate goal is to ensure that events, whether digital, in-person, or somewhere in between, not only meet but exceed their goals. Together with her clients, she brings a fresh perspective to their strategies.

With years of hands-on marketing, event, and brand management experience, Elyse has had the privilege of working on a multitude of exciting projects. From sporting events and concerts to educational programs and business conferences, her work has drawn in millions of people. She thrives on creating strong partnerships with clients, sponsors, vendors, and attendees. Elyse firmly believes that events are integral to achieving strategic marketing goals, and that belief shines through in everything she touches.

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Monthly Archives: September 2024