Tag Archives: Client Acquisition

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®

February 28, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAuthentic, Blogs, Client Acquisition, Cold Calls, Commenting, Connection, Conversations, Empathy, Engagement, Financial Advisors, Household Income, Influencers, Instagram, LinkedIn, Mando Sallavanti III, Marketing Strategies, Messaging, Personal Brand, Personal Connection, Podcast, Profile Views, Prospecting, Real-Life Scenarios, Relatable Content, Target Market, Technical Information, Top Advisor, Values, Visibility, YouTube Videostopadvisorpodcast

Are you producing results with LinkedIn? Or do you wonder why you even have an account?

I’ve run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn.

Mando Sallavanti is clearly an exception!

Effective LinkedIn prospecting for financial advisors requires more than just creating a profile and posting content. It also requires a strategic approach to engaging with your target audience, building relationships, and converting prospects into clients.

In this episode, Referral Coach Bill Cates interviews Armando (Mando) Sallavanti III, CFP®, CLTC®, SaaS’s Financial Planner. Mando shares his journey to success as a financial advisor using LinkedIn. Mando emphasizes the power of authenticity and active engagement on the platform, making 70 comments per day to attract potential clients. (Say what?) And he focuses on creating conversations and building relationships by engaging with influencers in his target market.

Bill and Mando discuss:

● His experience of pursuing his natural market, hiring a marketing agency, and using automation on LinkedIn, which didn’t yield results.
● His decision to shift how he approaches LinkedIn prospecting for financial advisors, and how he discovered his target market in the tech sector.
● The importance of using real-life scenarios and examples in content to make it relatable and resonate with the intended target audience.
● The strategy of making a high number of comments on LinkedIn as a prospecting method to generate opportunities.
● How LinkedIn’s algorithm rewards commenting activity and the importance of striking up conversations with others on the platform.
● Tips on identifying influencers within his target market.
● …And more!

Resources:

● RapidFire Referrals
● Ep. #49 – LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss

Connect With Bill Cates:

● BillCates@referralcoach.com
● Referral Coach Homepage
● Hire Bill for Coaching
● Enroll in The Cates Academy™

Connect With Mando Sallavanti III:

● LinkedIn: Mando Sallavanti III
● asallavanti@financialguide.com

About Mando Sallavanti III:
Mando Sallavanti III is a Certified Financial Planner (CFP) based out of MassMutual Greater Philadelphia. Mando made a mark as the youngest-ever Blue Chip Council qualifier in the company’s history in 2021. His notable accolades include securing titles such as “Rookie of the Year” and “New Advisor of the Year” in 2021. With a primary focus on serving individuals in the Tech sales or SaaS sectors, Mando has skillfully leveraged LinkedIn as a pivotal tool in his professional journey, boasting an impressive following of over 19,000 individuals.

Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

January 3, 2024Education, Finance, Marketing, SpeakingAwareness, Client Acquisition, Client Feedback, Client Journey, Engagement, Financial Advisors, Financial Planning, Interest, Kalli Fedusenko, LinkedIn, Onboarding Experience, Ongoing Relationship, Personalization, Podcast, Positive Client Experience, Prospect Experience, Referrals, Relationships, Social Media Reach, Top Advisor, Valuable Content, Website, YouTubetopadvisorpodcast

Are you winging it when it comes to serving your client all along the client journey?

Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey?

Attending to all phases of the client journey will always be the fuel to your success.

In this episode, Referral Coach Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the powerful client journey process. She Kalli delves into the stages of the client journey and the power of online platforms in your marketing. Also, KellyShe also discusses surprising topics to share that resonate with clients.

Bill and Kalli discuss:

The different stages of the client journey and what to monitor.
Viral content delivered by advisors – specific success examples.
The links between the client journey, client experience, and marketing.
Why to keep sending your clients back to your website (where YOU control content and experience) rather than just your social media.
Strategies for boosting website engagement and follow up.
The importance of making your website your content hub for prospects and clients.
Why personal content creates the biggest impact with clients.
Specific examples and case studies showcasing successful results.
The value and risks of posting stock content.
Strategies for making it easier for clients to refer advisors.
…And more!

Resources:

RapidFire Referrals

Connect With Bill Cates:

Connect With Kalli Fedusenko:

About Kalli Fedusenko:

Kalli Fedusenko is the founder of KalliCollective, a firm specializing in marketing for the financial services industry.

With over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA, and being formerly licensed with the series 7 & 63, Kalli can provide you with an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the most effective guide to give your brand a voice.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More