Mastermind Advisor Podcast

We’re in a different world today than we were just a few years ago, and advisors are learning to adapt their business to this online world that we all operate in. The struggle most advisors face is establishing that connection with a prospect or client during those first meetings in a virtual environment.

The initial conversation usually focuses on the numbers and jargon but is that approach most effective? Probably not, and that’s why many advisors aren’t as effective yet in this new online environment. Instead, let’s take a step back and try to understand more of “the why” for that person you’re talking to.

This episode will focus on helping advisors take a better approach during those first virtual meetings. Josh and Vince discuss the importance of focusing on education and building an emotional connection with clients, rather than just pushing sales. They touch on how the sales process has evolved over time and share insights on how financial advisors can achieve success in today's market.

Featured Quote:

Make sure when you do your first meeting, that you are not just trying to get the data but also going through the emotional part… - Mastermind Advisor Marketing

Here is some of what we’ll cover in this episode:

• What you’re trying to accomplish in those first meetings. (3:05)
• Using stories to connect with people but you have to understand them first. (6:43)
• How long until you set that second appointment and what do you try to accomplish? (12:59)
• Presenting different options and tying emotion to the numbers. (18:45)
• How we want the meeting to end. (23:02)
• We want the podcast to be about helping client advisors and not just sell a program. (26:32)

Resources:

Mastermind Advisor Website: https://mastermindadvisor.com/

In our first episodes we spent time talking about dinner seminars, but virtual, online seminars are a key part of any advisor's repertoire.   Vince Oldre and Josh Woodward of Mastermind Advisor are here today to take you through the Ultimate Virtual Webinar process.

The guys are honest - it took a lot of trial and error to get to this point.  They explain their mistakes and what they've learned, all in service of creating a webinar platform that gets you the best possible results.  The key is not just compiling leads. The idea is to generate qualified leads that are more likely to turn into clients.

Vince and Josh talk about different steps of the campaign, from lead magnets to drip email campaigns, and how each step of the process works.  You have to give something of value to a prospect before you can ask them for anything.   Also, you may be surprised to know that while webinars can be effective, on-demand webinars are not.  They explain why.

To learn more about Mastermind Advisor and what we offer those in the financial services industry, visit https://mastermindadvisor.com/

In our second episode, Josh Woodward and Jon "JAG" Gay from Mastermind Advisor sit down to talk about what the traditional "dinner seminar" looks like today.  Think about getting away from the "plate lickers" that want a free dinner at Ruth's Chris, and brand your seminar as educational.  Maybe consider doing it in a library or at a college.

Next, Josh talks about specifically targeting your advertising.  How does Mastermind Advisor promote your event, so that we are only targeting your likely future clients?  What we say is just as important as where we say it.

To learn more about Mastermind Advisor and what we offer those in the financial services industry, visit https://mastermindadvisor.com/

In our first episode, Vince, Jag, and Josh sit down to define marketing - and what that looks like at the end of 2022.

Simply creating content - a podcast, a webinar, a website isn't marketing.  Without marketing, it's the proverbial "tree falling in the woods" and nobody will know about it!

Vince has been around the financial space his entire life, including running his advisor firm, CFG Retirement.  Josh comes from the marketing world. with vast experience in websites, and Jag is a long-time radio host turned podcaster    Throughout this episode, you'll learn how our three hosts combine that experience to help our Mastermind clients.

Many financial advisors are small business owners - and are flooded with ideas of how to market themselves.  Rather than take a chance on the next shiny object, wouldn't you rather trust a proven system developed by folks who have been in your shoes?

Marketing is not just promoting your business; it's about making that personal connection with your potential clients.  That goes beyond having the latest industry buzzwords on your website - Vince explains how he's been able to make genuine, values-based connections with investors by sharing personal stories.

Josh gets down to the nitty-gritty on the data tracking he's done - you won't believe what the average cost per prospect is for Mastermind Advisor Marketing clients.  This is because of a specific approach. In other words, we're hunting with a sniper rifle, not buckshot.

Want to learn more?  Book an appointment with us: https://mastermindadvisor.com/