Tag Archives: Financial Professionals

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 AcceleratorJack Hall

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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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 #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus

August 23, 2023Education, Finance, Marketing, Speaking, UncategorizedAuthority Marketing, Book Publishing, Business Development, Case Study, CPAs, Expert, Financial Professionals, Ideal Clients, Influencer, Insights Interviews, LinkedIn, Niche Market, Short Book, Target Markettopadvisorpodcast

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of influence. So why haven’t you done it yet? More than likely, it feels overwhelming – you don’t have the time or it’s beyond your capabilities, or both!

Fear not, in a truly enlightening episode, Bill sits down with Paul G. McManus, author of The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal Clients. Together, they’ll guide you through the process and dive deep into the world of writing, producing, and leveraging a book to generate more clients. They debunk the fears and mistaken assumptions that may have held you back – until now.

McManus unveils a game-changing formula for writing a book in just six weeks—a formula that has already empowered over 500 financial advisors and other professionals to establish their authority and credibility with their very own written work.

But there’s more. McManus also delves into the untapped power of LinkedIn as a business development tool. He reveals the secrets to attracting and converting your ideal clients through this dynamic platform.

PLUS – Paul and Bill discuss 3 case studies from advisors who have used their book to create unexpectedly significant growth.

If you’ve ever wondered about the potential of having your own book, fretted over your ability to write one, and wondered about the ROI, this episode is a must-listen.

Bill and Paul discuss:

The definition of authority marketing and how it can help you attract more ideal clients.
How financial professionals can write a short (and high-quality) book in only six weeks.
The benefits of writing a book as a meaningful way to establish yourself as an expert.
Case Study #1: Mark Miller, a successful financial advisor who used his book The Tax-Free Business Owner to attract his ideal business-owner clients
Case Study #2: Alex Sorkin’s business model of working exclusively with CPAs, and how he uses his book as bait to attract them on LinkedIn.
Case Study #3: Michael Budnick’s book, The Prosperous Nurse, is the first in a series of short books targeted to medical professionals.
The benefits of a shorter book, including lower printing costs and the ability to give it away easily.
…And more!

Resources:

Connect With Bill Cates:

Connect With Paul McManus:

About Paul McManus:

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing, Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast. He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn. He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.

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