Between Branches

Your Ash Retirement Team
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Between Branches podcast

Helping Bank Financial Professionals remain relevant and get more out of their business. As you travel from bank branch to bank branch, spend your time wisely - WITH US. Contributors: Nick Bond Paul Gauger Jason Smith Tyler Engelhaupt Paul Kingsman Natalie Kropuenske

  1. 5 DGN GELEDEN

    Why Your Not Getting Referrals

    Many financial advisors struggle to gain new clients, unaware that their approach to requesting referrals is actually driving potential leads away. Instead of pressuring clients into providing names, a more effective strategy focuses on building trust and positioning the advisor as a helpful resource. By offering genuine assistance and value to clients' social circles, advisors can cultivate a steady stream of referrals organically.

    7 min

  2. 4 SEP.

    Who Will Your Clients BE in Retirment?

    Separate yourself from every other Financial Advisor who only focuses on the numbers. Jason Smith shares a simple way to engage your clients in a unique way that will have them talking to their friends and coworkers about you.

    2 min

  3. 15 AUG.

    Monthly Minute - Could Bronze be Better than Silver?

    Are Bronze medalists happier than Silver medalists? Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

    3 min

  4. 1 JUL.

    Monthly Minute - Increasing Branch Referrals

    Have Referrals been light at your branch recently? Then you'll want to listen to this.

    3 min

  5. 10 JUN.

    "What's Your Best Rate?" - How to Correctly Answer This Question

    How many of you have heard this question? "What's your best rate?" "What's your top rate?" "Six months, 12 months, 18 months?" They're calling other institutions as well. Nick Bond shares how other Financial Professionals are answering this question, and winning the business.

    4 min

  6. 3 JUN.

    Should Your Clients be More Involved? - The Power of Choice

    Effectively involving your Clients in the decision making process is an excellent way to build a lasting relationship. You empower you clients by presenting multiple solutions, letting them decide what looks, feel, sounds the best for them. Nick Bond shares what this looks like.

    4 min

  7. 1 MEI

    Historical Returns of the S&P500 and Index Annuities

    Did you know, over the last 67 years, 85% of the time when the S&P500 was positive it was up over 7%. No one knows what the market will do tomorrow, next month or next year. Paul Gauger explains how understanding market cycles can help you set expectations with your client considering an index annuity.

    4 min

  8. 19-10-2023

    Monthly Minute - Guaranteed Income Opportunities in YOUR Book

    Where can you look in your book of business for client who need and want Guaranteed Income? Paul Gauger details a recent client meeting where we were able to guarantee the client 30% more income for life with a Fixed Index Annuity versus their current Variable Annuity. Let us know if you have any of these opportunities in your book of business.

    1 min
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Info

Helping Bank Financial Professionals remain relevant and get more out of their business. As you travel from bank branch to bank branch, spend your time wisely - WITH US. Contributors: Nick Bond Paul Gauger Jason Smith Tyler Engelhaupt Paul Kingsman Natalie Kropuenske

Informatie

  • Maker
    Your Ash Retirement Team
  • Jaren actief
    2020 - 2024
  • Afleveringen
    48
  • Beoordeling
    Veilig
  • Copyright
    © Your Ash Retirement Team
  • Website van aflevering
    Between Branches

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