Tag Archives: Business Growth

#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

December 4, 2024Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top AdvisorsAutomating Engagement, Business Friendships, Business Growth, Client Care, Client Engagement, Client Experience, Client Giant, Client Relationships, Emotional Connection, Financial Advisors, Financial Services, Jeff Jackel, Podcast, Referral Strategies, Referrals, Revenue Growth, Success Stories, Surprise and Delight, Thoughtfulness, Top AdvisorTop Advisor Podcast

Creating a memorable client experience is key to standing out in the competitive world of financial advising.

How can you automate thoughtfulness and build emotional connections to boost referrals?

In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability through personalized client experiences.

By tuning in, you’ll discover the power of “automated thoughtfulness” and how it can lead to exponential growth in client engagement and referrals.

Bill and Jeff discuss:

The core mission of Client Giant and how it aims to foster personal relationships over transactional ones
The principles of creating remarkable and memorable client experiences
Success stories of financial advisors who have significantly increased their referrals and revenue by investing in personalized client touches
The innovative technology and strategies used by Client Giant to automate thoughtful gestures, leaving a lasting impact on clients
…And more!

Resources:

Connect With Bill Cates:

Connect With Jeff Jackel:

About Jeff Jackel:

Jeff Jackel is Co-Founder and Chief Strategy Officer of Client Giant, a tech-enabled client care and concierge service helping business owners and operators in the USA and Canada drive unparalleled repeat and referral business.

Prior to this, Jeff was Co-Founder and CEO of Chatter Inc., a mobile technology company whose flagship product, BuzzMob (now Appletree) is a leading communication platform in education technology.

With 15+ years creating and building businesses across a spectrum of competitive industries, Jeff has experience with every aspect from ideation to product development, capitalization, strategic planning, management, content marketing, social media and brand building.

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Episode #72 Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner

September 4, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsBusiness Growth, Client Events, Client Experience & Loyalty, Client Feedback, Client Loyalty, COI's, Communicating Your Value, Creating Advocates, Economic Summits, Educational Events, Event Advisors, Event Goals, Event Planning, Financial Advisors, Follow-Up Strategies, Hybrid Events, Ideal Attendees, Leadership, Life Balance, Marketing, Philanthropic Activities, Philanthropy, Podcast, Positive Emotional Memory, Practice Management, Prospecting, Referrals & Introductions, Social Events, Social Media, Target Marketing, Top Advisor, Virtual Events, Wholesalers, Wine Tastingstopadvisorpodcast

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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Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®

July 10, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top Advisors#Coaching, Accumulators, Asset Management, Authenticity, Bill Cates, Business Growth, Business Partnership, Client Acquisition, Client Experience & Loyalty, Client Relationships, Client-Centered Why Story, COI's, Communicating Your Value, Creating Advocates, Financial Advisors, Financial Planning, Future Goals, Ideal Clients, Industry Insights, International Work, Language Of Referrals, Leadership, Life Balance, Long-Term Vision, Market Segment, Marketing, Marketing Message, Niche Market, Personal Connection, Personal Stories, Philanthropy, Podcast, Practice Management, Professional Development, Prospecting, Radical Relevance, Rapport, Referral Coach, Referrals & Introductions, Retirement, Social Media, Specialization, Target Marketing, Top Advisor, Trusttopadvisorpodcast

Do you have an “origin story”? Are you using it to attract more Right-Fit Clients™ and become more referable?

Have you figured out how to find your niche market – specifically one that’s clearly defined and profitable? Have you moved away from prospecting to attracting people to you?

In this episode of Top Advisor Podcast, host Bill Cates interviews financial advisor Dan Brothers, CFP®, who shares his insights on using his origin story to build rapport and trust with clients. Dan also reveals his strategy for selecting and focusing on a clear target market, that has propelled him to the top echelon among his peers.

Bill & Dan discuss:

Utilizing your “Origin Story” to connect with clients and prospects on a personal level
The importance of being genuine and authentic in how you communicate your value to prospects and clients.
Factors to consider when trying to figure out how to find your niche market in financial advisory.
His decision to focus on a niche market of individuals nearing retirement and the subsequent choice of a second niche to focus on asset accumulation.
The role of his wife, Ashley Brothers, in defining her own niche with blue-collar-millionaires.
…And so much more!

Resources:

Connect With Bill Cates:

Connect With Dan Brothers:

About Dan Brothers, CFP®:

Originally from Wappinger Falls, NY, Dan Brothers began his career in 2009. After seeing firsthand what can happen to families after catastrophic loss, Dan joined became an advisor to ensure he would be able to do everything in his power to help individuals and families prepare for what lies ahead.

Dan has built his practice in the North Shore of Boston over the last decade plus. The practice is focused on individuals and families within 5 years of their desired retirement goals.

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Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

June 5, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAccelerate, Attract, Business Growth, Business Strategist, Clarity, Client Experience & Loyalty, COI's, Commitment, Communicating Your Value, Convert, Creating Advocates, Differentiate, Ethical Financial Advisors, Financial Advisors, Financial Professionals, High-Value Clients, Ideal Client Profile, Leadership, Life Balance, Marketing, Master Coach, Philanthropy, Podcast, Practice Management, Prospecting, Purpose, Referrals & Introductions, Seven-Figure Financial Practice, Social Media, Strategic Thinking, Strategies, Successful Financial Practice, Target Market, Target Marketing, Thought Leadership, Tony Maree Torrey, Top Advisor, Trusted Experts, Work-life Balance, Writing A Book, Your Million Dollar AcceleratorTop Advisor Podcast

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor.

In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, to explore strategies to help financial advisors grow their practices. Tony shares her six core strategies for attracting, converting, and accelerating client relationships.

Bill and Tony emphasize the importance of clarity in targeting the right market, establishing expert authority, and leveraging networks.

Bill and Tony discuss:

The aspiration of financial professionals to achieve a seven-figure practice.
The 6 core strategies to help financial professionals build client relationships that are covered in Tony’s book.
The challenge of standing out in a crowded marketplace, and the need for financial professionals to be seen as thought leaders and trusted experts.
The value of producing a book so as to establish authority and expert status.
Examples of clients who benefited from implementing Tony’s strategies.
The benefits that come from focusing on a niche market.
…And more!

Resources:

Connect With Bill Cates:

Connect With Tony Maree Torrey:

About Tony Maree Torrey:

For 20 years, Tony Maree Torrey has been hired by Financial Professionals, Founding CEOs, celebrities, athletes, and other top performers who want to make a difference for themselves, their businesses, and the future.

With the power of traditional coaching and psychology, evidence-based, advanced modalities, and smart business strategies clients learn to win from within, activate their highest impact, and expand personal fulfillment.

Clients have generated multiple 7-figures
Fast-tracked or turned-around businesses
Built real estate empires from scratch
Written best-selling books
Landed TV and movie roles
Launched professional speaking careers…

Australian-born, she arrived in the US in 1989 with nothing but a backpack. Tony Maree climbed the corporate ladder to lead global teams and a $25 M product portfolio. A chronic overachiever, she was simultaneously investing in real estate, building an executive coaching practice, and juggling a busy family life.

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Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP

December 1, 2022Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Growth, Business Marketing, Financial Advisors, Financial Growth, Financial Marketing, Marketing, Mindset, Podcast, Prospects, Referrals, Top Advisortopadvisorpodcast

Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him.

We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process.

In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K.

Sandro is all about using the right processes AND the right words to move prospects along to becoming clients.

Bill and Sandro discuss:

Why you should schedule meetings with your prospects and clients and not appointments.
The importance of not positioning yourself as subservient with prospects and clients.
The 2 most critical rules to follow when approaching prospects in your client acquisition process.
His 3-step approach to dealing with objection.
The mindset needed to create sustained success and profitability.
How to maximize your productivity and profitability over time.
….And more!

Connect With Bill Cates:

Connect With Sandro Forte:

About Our Guest:

Sandro Forte is a dedicated, passionate and highly qualified personal success coach. As one of the most influential and sought-after speakers in the world, Sandro has built up an extensive network of contacts and proven himself to be a popular hit with people from all walks of life. Having spoken to more than 1 million conference and session attendees across 86 countries, Sandro has been all over the world providing his message of empowerment and self-improvement.

As one of the few speakers to hold the prestigious titles of Certified Speaking Professional Fellow of the Professional Speakers Association, and a Global Speaking Fellow, Sandro is well known for not just being able to motivate and inspire but to create positive outcomes for all the clients he works with. All of his solutions and outcomes are tailored, focusing on the unique needs of the individual to guarantee something actionable.

With such an extensive list of clients and a proven success rate, it’s not surprising that all the speaking work he does is actively endorsed by the clients from his past projects.

Sandro is a man who has come from a challenging background but has used that as a way to thrive. His unending optimism and enthusiasm are some of the things that his clients love about him because even in the face of challenges, he doesn’t give up.

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