Practice Management Systems from the Top Advisors - What's Working NOW with Grant Hicks

Learn more about working with Stephen Oliver's Advisor Wealth Mastery:
http://www.AdvisorWealthMastery.com

More about Grant Hicks and to subscribe to his Blog:
https://www.advisorpracticemanagement.com

Grant Hicks - Podcast Interview - June 07
VIEW RECORDING - 85 mins (No highlights)

AI Summary
• Stephen and grant had a conversation where they discussed their backgrounds in the financial advising industry. Grant shared his experience as an advisor and building businesses, while Stephen mentioned his background in marketing and sales process coaching for financial advisors. - PLAY @0:00
• Stephen and Grant discussed how they transitioned from being financial advisors to helping other advisors build better businesses. They talked about the importance of having clarity around business plans, marketing plans, and processes to systematize practices. - PLAY @11:00
• Grant and Stephen discussed the six components of running a financial advisor's business, including capacity and ideal client acquisition. They also emphasized the importance of tracking data and implementing strategies for improvement. - PLAY @17:10
• Stephen and Grant discussed the importance of building relationships with clients and understanding their emotional needs, rather than just focusing on technical expertise. They also emphasized the significance of considering both spouses in financial planning meetings and the value of leveraging technology to provide higher value to ideal clients. - PLAY @23:00
• Stephen and Grant discussed the importance of understanding the target market and honing in on their needs and preferences to improve client acquisition and retention. They also emphasized the value of building relationships and leveraging existing clients to expand business opportunities. - PLAY @34:00
• Stephen and Grant discussed the importance of social proof in marketing and the need for consistency in the follow-up process with potential clients. They also talked about the challenges of knowing when a potential client is ready to do business and the importance of building familiarity and competency through personal branding and media presence. - PLAY @44:37
• Stephen and Grant discussed the importance of having a clear vision and systemization in an advisor's practice. They also talked about the value of social proof and using one's voice as a brand. - PLAY @55:01
• Stephen and Grant discussed the importance of having clarity around business values and a written marketing plan to attract ideal clients. They emphasized the need to be intentional about who to spend time with and to stay current with what's working in the current environment for financial advisors. - PLAY @1:05:20
• Stephen and Grant discussed various topics related to their work as financial advisors, including the importance of focusing on current strategies, the use of different platforms for marketing, and the impact of the pandemic on their business. They also expressed interest in working together and staying in touch for potential future collaborations. - PLAY @1:15:45

Тэги:

#Financial_Advisor #Wealth_Manager #Life_Insurance_Sales #Marketing #Practice_Management #Advisor_Practice_Management #Advisor_Wealth_Mastery #Stephen_Oliver #Grant_Hicks

Скачать видео