Tag Archives: Client Events

Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

May 22, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top Advisors#Coaching, Authentic Wealth, Behavioral Changes, Carson Group, Client Events, Client Experience & Loyalty, COI's, Communicating Your Value, Creating Advocates, Estate Planning, Financial Advisors, Financial Planning, Five Lever Friday, Holistic Approach, Investment Management, Leadership, Life Balance, Marketing, Neuroscience, Newsletter, Philanthropy, Podcast, Practice Management, Prospecting, ProudMouth, Referrals & Introductions, Retirement Planning, RIA, Risk Management, Social Media, Target Marketing, Tax Planning, Top Advisor, Weekly NewsletterJack Hall

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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Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins

May 8, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsActive Listening, AI, Authenticity, Business Marketing, Client Events, Client Experience & Loyalty, Client Relationships, COI's, Communicating Your Value, Creating Advocates, Emotional Resonance, Financial Advisors, Founders Story, Human Connection, Jason Jenkins, Leadership, Life Balance, Marketing, Philanthropy, Podcast, Practice Management, Prospecting, Prospects, Question Funnel, Referrals, Referrals & Introductions, Social Media, Target Marketing, Top AdvisorJack Hall

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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Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

April 24, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAlcohol Consumption, And Wise, Body Composition, Client Care, Client Events, Client Experience & Loyalty, COI's, Communicating Your Value, Creating Advocates, David Meinz, Exercise, Financial Advisors, Financial Professionals, Financial Wellness, Genetic Predispositions, Health And Wealth, Health Coach, Healthy, Holistic Approach, Insulin Levels, Leadership, Life Balance, Marketing, Optimistic Perspective, Philanthropy, Physical Health, Podcast, Practice Management, Prospecting, Referrals & Introductions, Registered Dietitian Nutritionist, Social Media, Stress Management, Target Marketing, Top Advisor, WealthyJack Hall

Good health and sufficient wealth go hand in hand. They are intricately intertwined.

Most advisors try to ensure their clients don’t outlive their wealth.

A select few advisors work to ensure their clients wealth does not outlive their health.

As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To Make Sure Your Health Lasts As Long As Your Money Does, David Meinz is on a mission to help advisors lead healthier lives so they can impact more people with their important work.

David also helps advisors bring this powerful knowledge to their clients, to help their clients stay healthy so that they are able to enjoy their wealth. This, in turn, creates deeper client relationships and generates more referrals.

Bill and David discuss:

The biggest health priorities financial professionals face.
The significance of maintaining a healthy weight and the role of insulin levels in weight control.
How age and body composition, particularly gut fat, can impact health risks.
The impact of alcohol consumption on health.
The marketing opportunity for financial professionals to position themselves by addressing the whole person, not just financial advice.
Strategies for financial professionals and their clients to reduce and deal with stress.
…And more!

Resources:

Connect With Bill Cates:

Connect with David Meinz:

About David Meinz:

David Meinz, MS, RDN, FAND, CSP is a highly sought after international Keynote Speaker and Author. Groups worldwide have utilized his innovative strategies for improving both personal and organizational health performance. His expert insights help organizations of all types and sizes improve employee retention, decrease absenteeism, enhance productivity, and produce more profitable results.

He has successfully presented to Financial Services groups, Young President’s Organizations, Health Care groups, and many others for over twenty years.

Audiences love David’s interactive approach, fun style, and action-oriented focus that allow participants to leave with ideas and action steps that they can implement to produce immediate results.

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Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE

April 10, 2024Education, Finance, Leadership, Marketing, Prospecting, Speaking, Top AdvisorsAdvisor, AI, Artificial Intelligence, Author, Client Events, Client Experience & Loyalty, Client Relationships, Client Service, COI's, Communicating Your Value, Creating Advocates, Efficiency, Financial Advisors, Financial Advisory Industry, Jay Baer, Leadership, Life Balance, Managing Client Expectations, Marketing, Philanthropy, Podcast, Practical Strategy, Practice Management, Proactive Communication, Professional Speakers, Prospecting, Psychological Impact, Referrals, Referrals & Introductions, Researcher, Responsiveness, Social Media, Target Marketing, Technology, Time To Win, Top Advisor, Trust, Trust-Buildingtopadvisorpodcast

Speed Kills? Speed Wins? It depends!

According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions.

Understanding this crucial dynamic, Bill Cates engages in a compelling conversation with Jay Baer, a distinguished business growth and customer experience strategist, researcher, author, keynote speaker, and B2B influencer.

Jay’s newest book, Time to Win: How to Exceed Your Customers’ Need for Speed, will likely change how you view some aspects of your client service model.

Together, they dive into the critical role of speed and responsiveness in client service for financial advisors. Jay introduces his Time to Win Framework, offering six strategies to improve responsiveness. They also cover proactive communication, managing expectations, and the psychological effects of responsiveness on client trust.

Jay & Bill Discuss:

How your clients’ expectations around responsive service have changed, and why you better pay attention
The quality of information from Artificial Intelligence, concerns about its impact on financial advisors, and its potential as an efficiency tool.
What Jay means by speed, and why it has become such an important element of the client experience
How clients equate speed of response with respect, and how that impacts loyalty and referrals.
How long clients will be patient waiting to hear back from their advisor.
Why advisory firms need to elevate speed on their priority list (because prospects and clients already have).
Overview of Jay Baer’s “Six-Piece Time to Win Framework.”
How and why you better change your approach to responding to client queries when you don’t have an immediate answer.
Jay’s unexpected success as a tequila influencer and educator.
…And more!

Resources:

Connect With Bill Cates:

Connect with Jay Baer:

About Jay Baer:

Jay Baer started his career in politics, as a direct mail specialist for a United States Senator.

After brief forays into government service (as a spokesperson), and environmental services (as a marketer for a garbage company), he stumbled upon the Internet back when domain names were still free.

Seeing and seizing a business growth opportunity, Jay created and sold multiple digital marketing and customer experience companies, including Convince & Convert, one of the world’s most successful digital strategy advisory firms.

In the early 2000s, Jay conducted a tour for the publication of his first book. This adventure ultimately spawned his career as a well-known keynote speaker and event host.

Because Jay was a strategist and advisor long before he was a professional speaker, his presentations are highly customized, and filled with useful frameworks and practical advice. Organizers bring him back time after time because he constantly writes new material, and audiences grow their businesses as a result of his advice.

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Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

June 14, 2023Education, Finance, Marketing, Speaking, UncategorizedClient Events, Client Experience & Loyalty, COI's (Centers of Influence), Communicating Your Value, Creating Advocates, Leadership, Life Balance, Philanthropy, Practice Management, Referrals & Introductions, Social Media, Target Marketing, Winning New Clients.topadvisorpodcast

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities?

These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors.

While these are valid concerns, they are easily addressed. Listen to this 35-minute podcast episode from Bill Cates to get the answers … and a whole lot more.

Whether you’ve never even considered narrowing your focus before, are looking for information on the best target markets for financial advisors or are already successfully implementing niche marketing in your business, there is something in this episode for you.

In this solo episode with Bill Cates, you will discover:

The 5 most prevalent, logical and overall best target markets for financial advisors to consider.
The 7 biggest benefits to pursuing a clear, well-defined, and lucrative target market.
The 5 critical characteristics of a viable target market.
11 specific examples of what real advisors are doing right now to find riches in the niches.
Answers to the 3 most burning questions advisors have around this strategy.

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