The Advisor Internet Marketing Podcast

Jovan Will and Fernando Godinez bring you expert marketers, top advisors an
The Advisor Internet Marketing Podcast

The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in your marketplace, you have come to the right place! Join our movement at www.AdvisorInternetMarketing.com/podcast

  1. 05/19/2020

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

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

    50 min

  2. 03/30/2019

    Confessions of A Former Marketing Guru

    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.

    44 min

  3. 12/21/2018

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

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

    38 min

  4. 01/22/2018

    Virtual Sales Secrets: How To Build A Highly Profitable One-Man-Practice

    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.

    36 min

  5. 12/22/2017

    The Top 7 Biggest Marketing Trends and Tips For Independent Advisors In 2018

    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.

    42 min

  6. 03/27/2017

    Ep 25: Former Scientist Reveals How He Used LinkedIn to Book 500,000 Appointments

    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.

    45 min

  7. 01/23/2017

    Ep: 24 30-Year-Advisor Reveals How He Went From ZERO to $50 Million in AUM in less than 2.5 years With Wes White

    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:

    35 min

  8. 01/12/2017

    Ep: 22 How To Use “Lifestyle Design” To Boost Your Business, Energy & Happiness With Jason Wenk

    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.

    27 min
See All (29)

4.6
out of 5
18 Ratings

About

The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in your marketplace, you have come to the right place! Join our movement at www.AdvisorInternetMarketing.com/podcast

Information

  • Creator
    Jovan Will and Fernando Godinez bring you expert marketers, top advisors an
  • Years Active
    2016 - 2020
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © Advisor Internet Marketing. All rights reserved.
  • Show Website
    The Advisor Internet Marketing Podcast

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada