Emerging Advisor Podcast emergingadvisor

The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-10-overcoming-the-challenges-currently-facing-advisors/ 
 
About our guest: https://www.logictrac.net/ 
 
What we discuss on this episode: 
1:38 – Background on how we met Bill
3:07 – Bill’s professional background
5:13 – LogicTrac
10:15 – 3 different closes to be used
13:38 – Power of professional relationships
20:09 – Scott shares a story about a great client referral
22:37 – Positive approach
25:32 – If you want to learn more about this process

The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the process he uses to get prepared.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-9-what-weve-learned-from-teaching-virtual-classes/ 
 
What we discuss on this episode: 
0:48 – Introducing our guest today   
3:00 – The two weeks leading up to the class  
6:20 – Importance of practice  
7:31 – The routine on the day of classes
9:28 – It’s a time commitment
11:44 – Not a high-pressure sales situation
13:50 – Recapping the experience

We’ve talked about using this time in 2020 as an opportunity to evaluate and improve your business. One area that needs the attention of many advisors is marketing and lead nurturing. Today we welcome on Don Anders of Advisor’s Platform to tell us how to embrace new marketing platforms and processes to reach prospects and convert them into clients.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-8-embracing-new-technologies-processes-with-don-anders/ 
 
Connect with our guest: https://www.advisorsplatform.com/ 
 
What we discuss on this show: 
0:45 – Joined today by Don Anders
2:34 – When he first started marketing on Facebook
4:20 – Shift from direct mail to digital
6:39 – How you should think about list-building and your database
14:50 – Lead management  
15:28 – Coffee Drops
19:12 – Consistency is key
23:38 – Digital marketing companies
27:04 – Don’s story of how he transitioned his business to virtual
34:07 – Use this time to be introspective about your business
39:56 – How to learn more about what Don does

In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-7-finishing-out-2020-planning-for-the-new-year/ 
 
What we discuss on this show: 
0:57 – Starting the webinar  
2:06 – Goals for today’s show
3:15 – Having a growth mindset with your business
4:19 – What we’re focused on for keeping momentum in Q4
6:01 – Success from just picking up the phone and calling
7:27 – Thanksgiving plans
8:25 – Preparing for another possible shutdown
10:48 – Hit the ground running at the beginning of January
12:00 – What we’ll be doing
13:40 – Marketing and innovation
17:58 – How do we deliver the advice for you?
19:45 – Is your business serving you?
22:42 – What improvements do you want to make in 2021?
25:20 – Who and what do you need to work virtually?

Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-6-the-keys-to-effective-communication-with-adam-cufr-ricp/ 
 
About our guest: https://fourthdimensionfinancial.com/author/adam_cufr/ 
 
What we discuss on this show:
1:06 – Beginning of the webinar  
3:14 – Adam’s writing background
4:42 – Improving the number of ‘touches’ with clients  
7:58 – What to communicate with clients  
12:57 – Being intentional about the growth of your business   
16:40 – What this year has taught us
22:13 – A key question you need to ask yourself before sending out something.
23:05 – Thoughts on a focus group Scott had with families and his employees.
27:03 – As relationships mature, communication methods change
30:51 – Summarizing today’s discussion
 

Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
 
Read more and get additional resources here: https://www.emerging-advisor.com/ep-5-running-your-practice-virtually/ 
 
What we discuss on this episode: 
1:37 – What we want to talk about today.
2:14 – What changes Scott’s office has made.
3:20 – Client meetings going virtual
4:47 – How Sean has made the transition.
7:05 – How to teach virtually
10:18 – Virtual is here to stay and we have to rethink our practice
13:01 – One thing advisors should do right now