7 Shifts Occurring In The Financial Services Industry Due To COVID-19 That Every Advisor Must Be Aware Of

The Rise and Proliferation Of the Self-Proclaimed Marketing Consultant. A Public Service Announcement for advisors that want to hire marketing consultants or gurus to help them generate leads online.

5 Inconvenient Truths About The Independent Financial Advisor Industry And 7 Keys To Envision A Prosperous And Fulfilling 2019

Hey advisors, I’ve got a great show lined up for you today. My guest’s name is Terry Heys, and don’t let his laid-back demeanor fool you because he’s a truly one of the sharpest advisors that I’ve had the privilege to work with. Terry has been in the business for 29 years now and what makes him so remarkable is that he runs his practice 100% virtually and hasn’t seen a client in person in over 5 years. He consistently writes at least $7MM of annuities 100% virtually, over the phone and makes an additional multiple six-figure income from his assets under management. Because he’s built his practice around his own schedule and lifestyle, he started another an Amazon business that’s bringing in over $20-30K per month in revenue. Suffice it to say, Terry is not a conventional “old school” advisor and purposely chosen a more simple, and highly profitable business that gives him the freedom to travel with his family, go to his daughters gymnastic meets and participate in cycling events with his wife. So if you’re looking for ways to create more freedom with your practice and create a sales process that supports your ideal lifestyle, I think you’ll really appreciate our episode today. And stay tuned to the end, because we’ll be announcing a new program for advisors that want more help adapting a virtual sales process into their practice. So please welcome to the show, our resident expert on virtual sales and building a thriving, highly profitable virtual practice: Terry Heys.

After hosting events in front of hundreds of advisors around the country this year, Jovan Will and Fernando Godinez have identified the top 7 biggest marketing trends and trips for independent financial advisors in 2018 in this episode.

After taking a brief break, we’re back in the saddle with our regular podcast episodes. If you missed our last show, be sure to episode #24 with Wes White called 30 Year Old Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years. Today guest name is Cory Sanchez, he is the co-founder of Mojo Global Marketing. Cory went from being a scientist to launching a company that specializes in offering 100% done-for-you managed lead generation campaigns. Mojo Global is an award winning marketing company that was recently featured on Forbes for booking 500,000 appointments. Today Cory will share with you why he and his business partner ditched traditional networking activities for a new and leveraged way to get in front of new qualified prospects using LinkedIn. In this interview with Cory reveals: How LinkedIn differs from Facebook and why Microsoft purchased LinkedIn for $26.2 billion The 3 Step formula to connect with qualified prospects on LinkedIn and turn them into schedule appointments How to laser target your ideal prospect within LinkedIn’s 470,000,000 database to attract your ideal client The most common mistakes business owners are making with LinkedIn and how to avoid them at all costs. The key ingredients for a killer LinkedIn profile that demonstrates trust and credibility with your prospects and gets ranked on Google. How Cory got 3,000 people to get registered for his webinar presentation! If you’re looking for a way to put networking on steroids to attract and connect with affluent prospects then check out this interview with former scientist Cory Sanchez.

Today’s guest went from being a predominantly annuity-based advisor to building a thriving $50M AUM firm in less than 2.5 years. My guest’s name is Wes White, he is founder of Patriot Wealth Management. Together with his father, Wes runs a thriving practice that integrates digital and offline marketing to consistently attract new clients. If you missed our last show, be sure to episode #23 Matt Gulbransen called How To Bring In $28 Million In New Business Every Year, While Getting 100% Of Your Marketing Costs Paid For. Today Wes will share with you why he and his father ditched traditional dinner seminars for a new way to get in front of new qualified prospects. In this interview with Wes reveals: How they’re successfully combining digital marketing with offline marketing to get in front of prospects. How Wes has masterfully adapted Jason Wenk’s sales process to gather more of the client’s assets WITHOUT ever having to hard sell any products (Wes effortlessly sold over $450K in target life and $4.3MM in Annuity/Single Premium life!) His advice on partnering with family to build your practice. The one thing that Wes avoids doing when he first wakes up to program his mind for success each morning (most advisors don’t do this) The powerful way that Wes uses transparency with his prospects to gain their trust and business How Wes will be continuing to evolve his practice to attract more prospects online (the answer might surprise you, it certainly surprised me). I remember the first time I met Wes I was impressed with what he was up to with his business and to see the explosive growth he’s experiencing is truly inspiring. Check out this killer interview with Wes White:

One of my first podcast episodes that I released was episode #4 with Jason Wenk, which continues to be one of the highest downloaded episode ever, where we discussed How To Build A 7 Figure Business And Live Life On Your Own Terms. Apparently, Jason’s message struck a chord with advisors. Well, we decided to bring Jason back on the show to continue the overarching theme of making this year your best year ever. If you missed our last episode #21, I interviewed an advisor that I labeled “The Most Interesting Advisor In The World (Ryan Wheless)” who revealed how he pushes the boundaries to live a big life, so be sure to check it out. I’ve seen a handful of “industry experts” teaching other advisors on how to grow their practice without the numbers to back it up OR they are so busy grinding and spending time working their business that they have neglected their health, family or happiness. If you’re not familiar with Jason Wenk’s story, he built a $115 million RIA firm from scratch in just 5 years BEFORE his 30th birthday. His RIA continues to experience explosive growth while helping advisors scale their businesses by following Jason’s success frameworks. What really impresses me the most about Jason, is his passion to help advisors hit record production numbers ($20 - 70 million in new business)...while maintaining harmony in the other domains of life like health, relationship, family, personal fulfillment and happiness. In this candid interview Jason shared: How you can regularly condition your mind for success The number #1 trait of the top and most successful advisors that Jason works with (the answer might surprise you, it certainly surprised me) The 2 books that have had the most profound effect on Jason’s business and life. How you can use a little-known concept of lifestyle design to enrich your life and transform your business The number #1 thing that is common among the most successful advisors that Jason Wenk works with that are hitting $20 to $70 million dollars in new business each year. The absolute BEST way to invest into your practice in 2017 P.S. Jason also shared some details about his widely anticipated program called the MM1 Collective and how it can help you achieve explosive growth in your practice this year.

I’m sure you’ve heard of the Dos Equis most interesting man in the world, well today id like to introduce you to the most interesting advisor in the world… But before I do that, if you missed our last episode, episode #20 with pro bodybuilder Jeff Willet who shares how to transform Your Fitness And Health Without Sacrificing Your Business And Family Life, so be sure to check that out. The name of my guest today is Ryan Wheless, when Ryan is not helping his clients with his firm Allied Wealth in Houston, Texas…you can find him out flying his plane, wake surfing on the lake or jumping off helicopters onto fresh powdered snow and snowboarding all the way down. They say everything is bigger in Texas, and Ryan’s production numbers are definitely no different…Since 2008, Ryan has sold $160M in annuities along with $5 million in target life, and since he got his Series 65 license he has gathered $75M AUM. Here’s the kicker, Ryan only works 8 months out of the year and does more in production then advisors who hammer it out all 12 months of the year, back-to-back, week-to-week. Ryan is a big believer in giving back to to his community and he’s actively involved in giving to the Wounded Warrior project and Mighty Oaks Warrior Foundation; a charitable program which helps thousands of wounded soldiers and their families help make the adjustment to becoming full-time supporters or caregivers. At every one of Ryan's seminars, his he matches any donation dollar-for-dollar. Through Wounded Warrior, Ryan has donated $120,000 to veterans in need. Despite Ryan’s accomplishments, he’s actually a humble guy and what I really appreciate about him is his willingness to pay it forward to other advisors and share with our community the hard lessons he’s learned along his journey to the top. Ryan discusses the 3 specific things you can do, to make this year your best year ever and daily rituals to set you up for a successful day. Ryan also shares a new up-coming program he’s been working on behind the scenes with some of the top advisors in our industry to help you grow your business and live a full and rich life.

Today we’re going to be diving deep into a topic that we rarely discuss…we’re going to be talking about how to transform your fitness and health. Most of our episodes are about sales, marketing and business, but today I wanted to discuss something that’s been a major focus of my life right now after coming back from living overseas for several months. After eating more fried rice and noodles than I can actually count, I’ve discovered just how out of shape I’ve become and how it’s been affecting my energy, my thinking and performance in my many areas of my life. Let’s face it, if you don’t have your health, you don’t have anything. And if you are in good health, how can we elevate your fitness to the peak levels to and craft a rock solid and confident self-image. Which is why I’m excited to have today’s guest on our show today. His name is Jeff Willet, he’s bee involved in bodybuilding and Fitness since 1990. During his competitive career, he's won numerous titles including 3 national championships. His most notable win was the 2003 overall NPC Team Universe Championship where he earned the elite status of IFBB Pro Bodybuilder. If you don’t know what an IFBB Pro bodybuilder is, it’s an extremely difficult title to attain, with many bodybuilders spending decades or a lifetime trying to achieve the coveted title of having their IFBB pro card. Jeff has also represented the USA on 3 national bodybuilding teams. What makes Jeff’s bodybuilding accomplishments very unique is the fact that I am a lifetime drug free competitor. In 2004 retired from competition and moved back to my hometown of Adrian, Michigan where he opened Jeff Willet’s Powerhouse Gym which he ran for 11 years. Jeff’s incredibly popular fitness programs span far beyond the bodybuilding world to help people achieve their best and ideal body and physique. His materials have been used by Penn State University, Texas A&M, the NFL and even the National Department of Defense among many other institutions. Jeff has been perfecting his proven system for over 25 years and has helped countless people all over the globe use the principles to achieve amazing results, which is why I chose to hire Jeff personally to help coach me to achieve my fitness goals. So if you look in the mirror in the morning and you’re not 100% happy with how you look and more importantly how you feel, then today’s episode is for you. We’ll be continuing the overarching theme of how to make the up-coming year, your best year ever, specifically how to get in the best shape of your life while running a successful business and maintaining harmony with your family.

Hey advisors, Jovan will here and welcome to the show! After a brief break, we are back and we’ve got a series of interviews with heavy hitters lined up that want to share with you actionable tips and ideas to help you improve your business and life. So we are kicking off our new series of podcast episodes with Todd Herman, who is a top peak performance coach that advises Fortune 100 companies, top executives and entrepreneurs. After building many traditional businesses Todd literally exploded onto the online scene just within the last couple of years, with his flagship program the 90 Day Year. In today’s show, Todd will be revealing how to scale your business and avoid the most common pitfalls that destroys most business and how to focus your energy on specific area of your business in order get breakthrough results. We also discuss very specific ways that you can stand outside of the crowd immediately. Todd has been personally mentored some of the most influential thought leaders in business and personal development, folks like Jim Rohn and Harvey Doorman. Advised hundreds of business owners on high performance, leadership and business growth and has coached thousands upon thousands of athletes on developing their mental game. His program the 90 day year, is for business owners who are frustrated with their level of performance and want a highly refined system to get out of their own way and see their business and personal leadership thrive. He’s going to be sharing with you how to make 2017 your best year ever