Tag Archives: Mindset

Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones

December 13, 2023Education, Finance, Marketing, Speaking, UncategorizedEmpowering Conversations, Financial Advice, Financial Advisors, Financial Assets, Financial Goals, Financial Literacy, Financial Planning, Generational Wealth, Goals, Gratitude, Insurance, Intellectual Growth, Legacy, Legacy Planning, Mindset, Motivations, Obstacles, Physical Well-being, Podcast, Randy Jones, Risk Assessment, Top Advisor, Trust, Wealth Managementtopadvisorpodcast

Family legacy planning involves more than just helping your clients accumulate assets.

Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that lasts for generations.

In this episode, Referral Coach Bill Cates interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on family legacy planning, emphasizing the need to connect all aspects of a client’s life to create a comprehensive financial plan. He introduces his legacy system for creating generational wealth and discusses the interconnectedness of money and time. Randy also shares the importance of creating a family constitution to guide future generations.

Bill and Randy discuss:

Randy’s unconventional path to becoming a wealth management advisor.
Purpose Driven Financial Planning – it’s not just about the money.
Randy’s approach of family legacy planning that evolves and grows with clients.
Randy’s Legacy System and why to focus on our legacy to our future generations.
The different assets individuals have, including physical, intellectual, ethical, and material assets, and their importance in building a legacy.
The distinction between flashy wealth and true wealth.
The significance of early financial education and instilling values in children.
What you need to know about The Family Constitution and The Synergy Consortium.
… And more!

Resources:

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About Randy Jones:

Randy Jones has been in the finance industry for 26 years. As a wealth management advisor at a financial services company, Randy has access to all the same products and programs as any other financial advisor, but that’s not why people come to him.

They come to him for a plan. Randy’s plans are not in a leather-bound book that you put on a shelf in hopes of reading someday. They are plans that you can live, and they change and grow with you and your family.

In life, you have other assets that mean more to you than money. Yet, for most people money has/is/will be more of an obstacle than an asset. You can change this if you are willing to change the way you think. You first must ask yourself “Do I want another product, or do I want a plan?”

Randy helps you create your experiences. He teaches “It’s better to givethan to receive.” He helps you live your dreams, appreciate life, and live in the wow!

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Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®

October 18, 2023Education, Finance, Marketing, Speaking, Uncategorized2008 Market Downturn, Abundance, Anxiety, Assisting Others, Author, Beliefs About Money, Business, Business Opportunities, Client Meetings, Client Relationship, Economic Volatility, Ellen Rogin, Emotional Relationship, Emotions And Fears, Empathy, Fears And Anxieties, Financial Advisors, Generosity, Gratitude, Growth Opportunity, Market Volatility, Mindset, Mood And Energy, New York Times Bestseller, Peace Of Mind, Podcast, Positive Work Environment, Relationship With Money, Smart Money Moves, Top Advisor, Wealth Managementtopadvisorpodcast

To say that people have an emotional relationship with money would be an understatement!

While you may be a CFP, or a ChFC, or any number of the many certifications available in this industry, perhaps the most important thing you could do to serve your clients is obtain an PhD in psychology. (Smile)

Today, my featured guest and I are going to talk about some of the emotions both YOU and YOUR CLIENTS have around money – especially when the market and/or the economy are sagging or volatile.

Much has been written about the beliefs and emotions around the relationship with money that our clients bring with them, and its impact on the work we do.

That being said… YOUR beliefs and emotions around money will shape your thoughts, decisions, and ADVICE. For you and for your clients, these beliefs and emotions are often unconscious, but need to be considered in order to create the best possible plans and recommendations for your clients.

Your clients bring their money stress to you. How you receive that stress, how you handle your own money stress, and the energy you bring to youe client meetings can help you build the strongest possible client relationships.

In this episode, Referral Coach Bill Cates interviews Ellen Rogin CPA, CFP®, Abundance Activist, Financial Intuitive, and a New York Times best-selling author. This interview is an exploration of how your clients’ emotions and beliefs interact with your own emotions and beliefs – to either reduce or increase client stress.

Bill and Ellen discuss:

The biggest mistake advisors make during client meetings.
A study that demonstrates that when a client is fearful about their money, their IQ goes down, along with their capacity to make intelligent decisions.
The emotional aspects of people’s relationship with money, and how it affects both advisors and clients.
Why a down or volatile market can be the best time for acquiring new clients.
How most advisors stay on the surface with their clients when digging a little deeper will serve both the client and the advisor.
Why advisors should regularly check in on clients’ fears and concerns to provide ongoing support and reassurance.
Why advisors need to bring intentional energy to their client meetings.
How advisors can thrive and grow their businesses during economic downturns.
The benefits of practicing gratitude, such as lower stress, longer life, better health, and increased income.
How your acts of generosity can reduce stress and attract more business.
…And more!

Resources:

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Connect With Ellen Rogin:

About Ellen Rogin:

Ellen Rogin is a money expert and financial intuitive who helps people transform their relationships with money so they can have happier, more abundant lives. Her book, Picture Your Prosperity, was a New York Times bestseller, and her work has been featured on CNBC, ABC, NPR, TIME, and Oprah Magazine.

As a CPA and CFP®, Ellen worked for many years as a traditional financial advisor before selling her successful wealth management firm. She now combines her intuitive abilities and financial experience to connect with the energy of money and deliver “Messages from Money” to her clients. Sounds weird? It did at first to Ellen, too! Yet people worldwide have found her understanding of their relationships with money to be uncanny.

Ellen’s consultations help people gain insights on how to grow their businesses, expand their wealth, and bring an increased sense of peace around money. She is also a sought-after speaker and has trained and coached thousands of conscious financial advisors and entrepreneurs worldwide to use the “Art of Prosperity” to grow their businesses and their wealth.

Ellen serves on the Board of Directors for Metropolitan Capital Bank and Trust and The Ghana Scholarship Fund. She earned her MBA at NYU Stern School of Business.

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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!

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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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