1 hr 2 min
012: Triad Member: Tom Jacobs —Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars Do Business. Do Life. — The Financial Advisor Podcast — DBDL
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- Entrepreneurship
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.
But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years.
In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars.
You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points.
3 of the biggest insights from Tom Jacobs …
How Tom’s philosophy of “If you love seminars, they'll love you back” has helped him grow total assets from $7.7M in 2016 to more than $91M through 2022, along with tips for effectively running your own seminars.
The idea of “who, not how” and how advisors can use it to build out new revenue-generating branches of their businesses without adding significantly more work to their own plates.
Strengthening personal relationships with both your team and your clients to indirectly lead not just to more financial success for your business, but more personal fulfillment for yourself.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/12
FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn
FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook
DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Copyright ©️ 2023 Triad Partners. All rights reserved. TP05232907511
For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.
But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years.
In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars.
You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points.
3 of the biggest insights from Tom Jacobs …
How Tom’s philosophy of “If you love seminars, they'll love you back” has helped him grow total assets from $7.7M in 2016 to more than $91M through 2022, along with tips for effectively running your own seminars.
The idea of “who, not how” and how advisors can use it to build out new revenue-generating branches of their businesses without adding significantly more work to their own plates.
Strengthening personal relationships with both your team and your clients to indirectly lead not just to more financial success for your business, but more personal fulfillment for yourself.
JOIN THE DBDL INSIDER CREW
To become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/12
FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedIn
FOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebook
DISCLOSURE
These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Copyright ©️ 2023 Triad Partners. All rights reserved. TP05232907511
1 hr 2 min