35 Burst results for "Advisor"

Trump Spiritual Adviser Says 'He's Like an Elementary Schoolchild'

ToddCast Podcast with Todd Starnes

01:57 min | Last week

Trump Spiritual Adviser Says 'He's Like an Elementary Schoolchild'

"Trump standing at the end of the table, he's got Franklin. All of mine are well behind. Ben Carson lime and I put Sam in Rodrigo's dinner by. He said he was scared of the same man. I said, good. I'm gonna put him right in front of your nose, and I did. And Donald Trump stands up and he says James. And Carson said he wouldn't endorse me. You know why we're here? Endorsement, let's talk to you. Tell him talk to you in our games. Do you remember that? I told Ben, I don't talk to anybody 15 minutes. He said, James, how long did we talk two hours? I said, no, sir, we talked an hour and a half. And I might add that so long as you've been quiet, your entire life. Hey, he died laughing and everybody else did. The man started calling him on his cell phone. And then he started asking me to call him him and for 5 years he took every single column. Sometimes two or three a day. You say, well, what were they? Many times they were encouraging. As he told Rick Perry said he just started to preach it. And he said, and then he just prays, Rick. He said, it's amazing. He said, you never want anything. Make sure to think he does. He wants God's will. He called me for marine one to tell me that he was sitting there having that conversation with Trump. Okay, he heard you can always heed. Everything you wanted him to hear. Every single thing you have a prayed for him to hear. Came through these lips, got straight into his face. And with the same force you've heard me talking to you, I spoke it to him. Sir, you act like a little element for school, child, and you shoot yourself in the foot every morning when you get up and open your mouth. The more you keep your mouth closed, the more successful you're gonna be. You say, well, that didn't work very well, did it?

Ben Carson Rodrigo James Donald Trump Franklin Carson SAM BEN Rick Perry Rick SIR
Allen Weisselberg Testifies Trump Family Not Involved in Tax Fraud

Mark Levin

01:16 min | Last week

Allen Weisselberg Testifies Trump Family Not Involved in Tax Fraud

"Don't want to pass up on this There was testimony today in a courtroom in New York City How about the Trump organization And Alan weisselberg a senior adviser former chief financial officer at former president Trump's organization He said he conspired with a subordinate to hide more than a decade's worth of extras from his taxable income Ready And I quote but that neither Trump nor the family were involved Excuse me But neither Trump nor the family were involved Can you tell me why that's not the leading story on every single cable news show I haven't even seen it once Can you tell me why that's not the lead story the headline at the New York Post front page Let's see if it is tomorrow Can you see if this is going to be the headline on one of the editorials from the office nerds at The Wall Street Journal Maybe it'll be a headline at the national review legal analyst Andy McCarthy He'll jump into this no question about that Let's just see Ladies and gentlemen how much the media how much the media focus on this

Alan Weisselberg Donald Trump Trump Organization New York City New York Post Andy Mccarthy The Wall Street Journal
Glenn Kirschner: Trump Isn't yet Done Killing the Republican Party

Stephanie Miller's Happy Hour Podcast

01:32 min | 2 weeks ago

Glenn Kirschner: Trump Isn't yet Done Killing the Republican Party

"The reporting this morning, Trump determined to launch his 2024 campaign next week from Mar-a-Lago despite worse than expected Republicans showing on election day and a looming runoff in Georgia. He intends to announce his third White House bid Tuesday at 9 p.m., even as a number of Republicans have publicly and privately said the party should move on from him. Sources tell The Daily Beast. He's ready to rock and roll. It's hard to hold off at this point because it shows weakness one adviser said, but there's also a chance he could come up with some reason. I mean, it is clear he thinks this will either protect him or at least distract from any coming indictments, right? And it's a win win step because it will, there's no rule that says a candidate for office can not be indicted particularly if the election is too years away. That's absurd. But it looks like Donald Trump is not yet done killing the Republican Party. He's got one nail left and he is prepared to drive it into the coffin lid, which is a beautiful thing. I urge him to announce. I invite him to announce because I think that will pretty much spell the end of the Republican Party as it presently exists. He learned nothing from what just happened to the Republicans during the midterm. So Donald, please. Remain in the mix. No, I find myself agreeing with you. I'm like, oh my God, this is I underestimate how glorious it would be, not just the blue wave, but watching the total disintegration of this party. And the infighting,

The Daily Beast Donald Trump White House Georgia Republican Party
Trump faces blame from GOP as he moves forward with WH bid

AP News Radio

00:50 sec | 2 weeks ago

Trump faces blame from GOP as he moves forward with WH bid

"Trump is facing blame from Republicans as he moves forward with his White House bid I'm Lisa dwyer Former president Donald Trump is moving forward with his planned November 15th announcement about a potential third presidential run his decision comes as Republicans continue to blame Trump for an unexpectedly poor midterm showing Some are calling for the party to move on from Trump some advisers had urged Trump to delay his planned announcement until after the December 6th Senate runoff election in Georgia to avoid turning that race into a referendum on Trump and unintentionally helping Democrats the Georgia race could determine which party controls the U.S. Senate Trump is now seen as more vulnerable after candidates he supported in the midterm elections did not pan out as expected

Donald Trump Lisa Dwyer White House U.S. Senate Georgia
$3.6 Billion in Bitcoin Seized

The Bad Crypto Podcast

01:59 min | 2 weeks ago

$3.6 Billion in Bitcoin Seized

"Let's look at the news. Very first thing that's popped up here, the U.S. Department of Justice has seized over $3.36 billion in Bitcoin, allegedly tied to the Silk Road, years after the Silk Road has been shut down. So what is the statute of limitations on some of these crimes? I guess there's no statute. I mean, you think there's like a lot of times it's like 7 years is a statute, but this has been going on for ten years. They finally got this guy, James Jong, and he stole 51,680.32 Bitcoin from Silk Road. He's definitely said that he was guilty and doing it. And what's really wild was the fact that he basically was stealing this in certain ways and then taking it, sending it to multiple wallets, then those wallets were doing multiple transactions and then eventually it all got sent back and he had these Bitcoin in a, I guess his own wallet and it was in the bottom of a popcorn tin. Hidden under the floor or something like this in his bathroom, right? And so or somebody's bathroom and they went in and they found it. They were able to track down all of these bitcoins. They had over a 140 transactions and rapid successions dispersing into these multiple wallets and to mobile addresses. And then started depositing them. I don't know dude. He thought this thing out pretty good. For thinking about it being 2012, you know what I mean? Yeah, but, you know, you would think with that much money in your hands you would do an identity change. Not that I would encourage anybody to do anything illegal. And find yourself, you know, somewhere on a beach and have these Bitcoin transfer to multiple wallets, but it's a little late for that now, and I am not a financial adviser, James Jong, nor am I a lawyer. I can't help you.

James Jong U.S. Department Of Justice
Ukrainians face nuclear threat with grit and dark humor

AP News Radio

00:45 sec | 3 weeks ago

Ukrainians face nuclear threat with grit and dark humor

"With the Russian invasion in its 9th month Many Ukrainians no longer ask if their country will be hit by nuclear weapons They're actively preparing for that once unthinkable possibility Over dinner tables and in bars people often discuss which city would be the most likely target or what type of weapon could be used Many are stocking up on supplies and making survival plans Ukraine after all has seen the world's worst nuclear disaster At Chernobyl in 1986 in an interview with The Associated Press presidential adviser Mikayla polo yak says of course Ukraine takes this threat seriously because we understand what kind of country we're dealing with referring to Russia I'm Charles De Ledesma

Ukraine Mikayla Polo Yak The Associated Press Russia Charles De Ledesma
Joe Biden to Give Unannounced Speech Tonight

Mike Gallagher Podcast

01:00 min | 3 weeks ago

Joe Biden to Give Unannounced Speech Tonight

"It was just announced moments ago that Biden is going to give an unscheduled speech at the capitol tonight. White House senior adviser adviser Anita Dunn said he's going to give the speech from Capitol Hill because that's where there was an attempt to subvert our democracy. Now, what in the world could Biden be doing tonight? Tonight, 6 days before the midterm election, given a speech from the capitol because that's where there was an attempt to subvert democracy. Be ready for anything. You better be prepared for anything they throw at us. And I think you need to be prepared for Biden leading office, leaving office. And I think he's going to leave office pretty soon.

Biden Anita Dunn Capitol Hill White House
Biden to speak on threats to democracy ahead of midterms

AP News Radio

00:52 sec | 3 weeks ago

Biden to speak on threats to democracy ahead of midterms

"President Biden will speak again on threats to democracy at a democratic political event tonight in Washington Less than a week before the midterm elections President Biden will continue a theme he raised in Philadelphia in September Donald Trump and the migra Republicans represented extremism that threatens the very foundations of our republic The president's scheduled to speak at an event in union station near the U.S. capitol tonight hosted by the Democratic National Committee The president will address the threat of election deniers they said and those who seek to undermine faith in voting in democracy White House senior adviser Anita Dunn tells axios the president will be very clear tonight that he is speaking to people who don't agree with him on any issues campaigning for Democrats in Florida last night Biden warned of a hundreds of candidates who have denied the legitimacy of the 2020 presidential election Folks this ain't your father's Republican Party This is a different breed of cat Jennifer King Washington

President Biden Biden Donald Trump Democratic National Committee Philadelphia Washington Anita Dunn U.S. White House Florida Republican Party Jennifer King Washington
British PM to go to COP

AP News Radio

00:47 sec | 3 weeks ago

British PM to go to COP

"British prime minister Rishi sunak has reversed an earlier decision not to attend the UN climate summit in Egypt Cenac's office had previously said he was going to skip the talks which start on Sunday because of pressing domestic commitments including the closely watched government budget statement expected to be announced on November 17 but sunak has now tweeted he would be attending the two week gathering because he says there's no long-term prosperity without action on climate change Soon acts earlier decision to miss the talks has been criticized by many including his climate adviser Al Sharma Britain currently holds the presidency of the conference of the parties and hosted the climate summit in Glasgow last year Charles De Ledesma London

Rishi Sunak Egypt Cenac Sunak UN Al Sharma Britain Glasgow Charles De Ledesma London
Tom Cotton on the Afghanistan Collaps

The Hugh Hewitt Show: Highly Concentrated

02:07 min | 3 weeks ago

Tom Cotton on the Afghanistan Collaps

"Painful to talk about, but we have to talk about the collapse in Afghanistan a year ago because no one in the mainstream media is legacy media is abandoned the issue. We've condemned a country to darkness. We didn't have to do so. Mike Pompeo has told me you've confirmed we were planning to leave 2500 troops there. It didn't have to happen. With that incompetence, was that design? Was that Joe Biden just living off the fumes of the Obama presidency? Well, I think that the way Afghanistan collapsed last summer was the combination of Joe Biden's rank and competence and his deep insecurity. As I explained in only the strong drawing upon some memoirs at the time, by people like Secretary of Defense bob dates, Joe Biden, in 2009, subjected Barack Obama to what bob dates called Chinese water torture over Afghanistan. And he poisoned the well between Obama and our military leaders. Constantly accusing them of being misleading, of leaking to the press of undermining president Obama in a way that Joe bob dates had he never saw under George W. Bush. May have disagreed. I've seen disagreements between senior military leaders and president Bush. But no mistrust. That's pretty common for Democrats and the military though. But for 13 years, Joe Biden believed that he would write about Afghanistan and everyone, including Barack Obama was wrong. And he had to chip on his shoulder. And he wanted to show everyone in 2021 that he had been right all along. And that's why he disregarded the best military advice of our commander in Afghanistan, our commander in the Middle East, our chairman of the joint chiefs, his own Secretary of Defense, frankly, most of his own civilian advisers in The White House and the State Department. He wanted to show that he was right and had been all along, and he wouldn't listen to the obvious facts about what led to the collapse in Afghanistan. So precipitously, I mean, just 5 weeks before Kabul fail, he was saying there'd be no Saigon like collapse. And this is now as I explained really strong the Afghan effect is going to be as bad as the Vietnam effect was, or at least as long as Joe Biden is president. Let's

Joe Biden Afghanistan Barack Obama Mike Pompeo Joe Bob President Bush BOB Joint Chiefs Middle East State Department White House Kabul Saigon Vietnam
Doug Shares Some Thoughts About This Election Cycle

The Doug Collins Podcast

01:47 min | Last month

Doug Shares Some Thoughts About This Election Cycle

"Let me just give some random thoughts here. And this is one of those episodes which just you and me, I hope is if we're having a cup of coffee together. And we're looking at what is going on in this last couple of years in this cycle. Since the 2020 elections, which has been a turmoil in many parts for a lot of the things that were done out of the ordinary that the complaints from many about what happened in the 2020 election, you know, from president Trump on down. And then the results of it. Now, I won't take it past that and since Joe Biden took The White House, we have seen a steady dose of liberalism. We have seen a steady dose of a president who ran without really being challenged on his ideas without being forced to do what many of what all people running for president should have to do. And that's actually to give clear and concise, hard interviews. And talk about what he wanted to do for a country and how he did it. But because of the pandemic, because I think his agent because frankly, his advisers didn't warn him out and just talking to the media, he stayed in the basement and the people really didn't get a chance. This became more of a referendum of personalities. And the press and others would attack Donald Trump for four years incessantly. You know, we're able to convince, I think a lot of the voters that change day to be made, even though the economy was good, the world standing was good. There's a lot of things to be positive about. They just didn't like Donald Trump. And that's what you saw again, coupled with a lot of problems that were brought out with people and in the discussion of our country and the election process of 2020.

President Trump Joe Biden White House Donald Trump
White House chief of staff warned on Hatch Act violation

AP News Radio

00:47 sec | Last month

White House chief of staff warned on Hatch Act violation

"President Biden's chief of staff has been warned for retweeting a political message on his government Twitter account The office of special counsels is Ron klain violated the Hatch Act which bans government officials from using their official roles to influence elections A conservative group led by Trump adviser Stephen Miller had complained about a retweet in May The office of special counsel said last year Miller and several other Trump officials repeatedly violated the Hatch Act with Trump's approval Biden spoke of in karine Jean Pierre often cites that law in deflecting political questions noting earlier this week I have to be careful of what I say because we do respect the Hatch Act here in this administration Sagar Meghani Washington

President Biden Office Of Special Counsels Ron Klain Office Of Special Counsel Stephen Miller Donald Trump Karine Jean Pierre Twitter Miller Biden Sagar Meghani Washington
Anti-US Foreign Powers Are All Rooting for Republicans

Stephanie Miller's Happy Hour Podcast

00:38 sec | Last month

Anti-US Foreign Powers Are All Rooting for Republicans

"Speaking, by the way, foreign powers, Natasha Bertrand, our friend tweeted Saudi prince Mohammed bin Salman, max President Biden and private making fun of the 79 year old gaffes questioning his mental acuity. He's told adviser he is much preferred former president Trump. And bob made a good point. He said, clean renewable energy pushed this unforgivable out of business, make it so. Yeah. I mean, I keep saying that calls, I don't know what to expect in the next two weeks before the actual elections. But trust me, Russia, Saudi Arabia, every actor that does not have the United States interests at heart are rooting for Republicans. Make no mistake about it.

Natasha Bertrand Saudi Prince Mohammed Bin Salm Max President Biden President Trump BOB Saudi Arabia Russia United States
Joe Kent Calls in to Discuss His Congressional Race in Washington

The Charlie Kirk Show

01:58 min | Last month

Joe Kent Calls in to Discuss His Congressional Race in Washington

"Joining us now is one of the most exciting congressional candidates in the country, someone we have to make sure wins. Joe Kent from Washington, who defeated an impeachment voter and is now up against a very far left winger, Marie Perez. I don't even want to talk about her, but Joe Kent joins us now, Joe welcome to the Charlie Kirk show. Thanks so much for having me on. So Joe, take this opportunity to introduce yourself, talk about your race and talk about what your message is the next 18 days before the election. Yeah, absolutely. So I had the honor of serving this country for a little over 20 years. I was a green beret and did 11 combat deployments for this country. Greatest honor of my life. I thought I was going to continue serving in that capacity really for the rest of my adult life. I had started a career a second career in the CIA as a paramilitary operations officer. That was still about three years ago when my late wife was also in the military was killed fighting ISIS in Syria. She was killed one month after Trump tried to get our troops out of that conflict the first time. Secretary of Defense Mattis a bunch of other unelected bureaucrats betrayed president Trump, resulting in my wife and three of their American staff. So after that I stepped aside, but I had an opportunity to meet with president Trump and I told him he was getting everything right as far as foreign policy went, starting to finally put our country first. However, he was being thwarted at the mid to senior levels in ways I had never seen before in my 20 years of service. So I started working with the Trump administration as an informal adviser, worked heavily on the Trump 2020 campaign. And then we all know the rest. The election was stolen and then a bunch of folks decided they were going to vote for impeachment. And I was living in one of the districts of one of the impeachment voters. And so I looked around and nobody else was stepping forward and I said, I'm going to go for this, and we can't let this stand. We have to start taking our country back. And that was 19 months ago. So we've been at it for this long, hard fought primary. We're grateful that we got through with everyone's support here in the district. Right now we're consolidating the Republican base here and we are up against a very far left Democrat who's doing what Democrats throughout the entire country are doing. They're trying to say, hey, I'm a different kind of Democrat. I'm not the one who's responsible for inflation out of control crime. Our children being sexualized in the schools. However, she endorses all of those exact same policies. So

Joe Kent President Trump Marie Perez Charlie Kirk Secretary Of Defense Mattis JOE Trump Administration Washington CIA Donald Trump Syria
So What's Going to Happen to Steve Bannon?

The Dan Bongino Show

01:46 min | Last month

So What's Going to Happen to Steve Bannon?

"Throwing Steve Bannon in the clink for four months The Trump adviser for what at best at best is an administrative offense I mean Eric holder ignored congressional subpoenas And remember Jim how many months was it that holder spent in Jell-O Obama's AG Can you count that Tom Tom is in today Tom I don't mean to put you on the spot but can you vouch for that Was it zero months Tom's like don't drag me into this buddy Tom think he's done no time at all Tom says Tom says no time at all Tom and Jim both are confirming that Eric holder ignored a subpoena I did no time at all in the clink So Bannon gets womans but the hilarity of this and thank thankfully the stupidity of your enemies is your greatest gift Right They think this is a good thing Like yeah you should see a month to write Jim on Twitter They're like this is gonna look at you Maga people jail time laughing eating a popcorn giphy guy you know to Michael Jackson popcorn gift fever They think this is hilarious Oh we do too Let me tell you something's gonna happen about him See Bannon will do probably two months if that Steve Bannon's podcast war room his audience will explode Steve Bannon will become a heavily in demand speaker on the speaker circuit probably generate millions from it by the way Steve Bannon will become a martyr for many because he stood up for something he believed in And he has my respect for doing that as well You will do nothing to Steve Bannon but immortalize him in the maga movement But when you're so stupid like you are on the left because you're a tyrant totalitarian And you're so dumb You're still asking mommy to tie your shoes as she delivers your hot pocket out of the toaster

Steve Bannon TOM Eric Holder JIM Bannon Tom Tom Barack Obama Michael Jackson Twitter
 What's next for the Jan. 6 committee with Trump subpoena likely

AP News Radio

00:31 sec | Last month

What's next for the Jan. 6 committee with Trump subpoena likely

"The Justice Department says former Trump adviser Steve Bannon should serve 6 months behind bars for defying a congressional subpoena I Norman hall In court documents that are submitted the Justice Department says Steve Bannon should spend 6 months jailed and pay a $200,000 fine for defying a subpoena issued by the House committee investigating the January 6th insurrection at the U.S. capitol Among the justifications listed for the hefty sentence is what the Justice Department calls a bad faith strategy of defiance and content and

Steve Bannon Justice Department Norman Hall Donald Trump House Committee U.S.
Matt Schlapp: It's Smart for Kari Lake to Go on CNN, MSNBC

ToddCast Podcast with Todd Starnes

01:05 min | Last month

Matt Schlapp: It's Smart for Kari Lake to Go on CNN, MSNBC

"Had dinner with Kerry Lake and some of her advisers who were great friends and they were talking through this question about going on CNN and MSNBC and throughout my career I've always agreed to go on combative media done Bill Mars show a couple of times and I think that our country is better off when people who have very different views than the host of CNN and MSNBC go on those shows. And I give Carrie Lake a lot of credit because almost all the smart political people are telling her that stupid, but I think it's smart. And by the way, I think she's winning people over in Arizona and that's a state that's more purple than it is blue. And I think it's going to vote more red this time. But I think they're arguments are actually not found. And I think that Dana bash, then went after not what after, but asked Kerry Lake's opponent. Why won't you debate her and she was like, well, she's crazy, and all she has been interrupt me and Dana bash was like, well, actually, she was on my show and she gave it back. So good for Carrie Lake. You

Kerry Lake Bill Mars CNN Carrie Lake Msnbc Dana Bash Arizona
Two Connecticut Police Officers Fatally Shot

The Officer Tatum Show

02:33 min | Last month

Two Connecticut Police Officers Fatally Shot

"The story out of Connecticut literally breaks my heart. Two police officers were killed, murdered. When a suspect, and I'm not going to say that person's name, but a suspect staged a fake domestic violence call, which pulled the police officers into the scene, and then when they got there, they were met with gunfire. And because I have this, I guess, connection, this love for law enforcement. I'm going to say the names of the officers who lost their lives and I want to give a little synopsis of their career that was presented by the chief of police out there in Connecticut. The first officer, and I'm going to make sure that I have the names here. The first officer that was murdered officer Alex hamsey, which he was killed at the scene, sergeant Dustin, de Monte, he died later at the hospital, and then Alex Laredo was an officer who was critically injured. Seriously injured, but is going through surgery and we're praying for his recovery. According to what the chief said, officer of sergeant de Monte was 35 years old. It's also a school resource officer at the Bristol schools and an adviser for the Bristol police explorers cadet program. And the people that may not know about the cadet program, it is an extremely invaluable course that young people who aspire to be police officers can go through, they can become cadets. They learn a little bit about policing, you know, obviously they don't have access to having a firearm, but they still go through, they learn how to investigations are done. So young aspiring police officers that are not of age can go through the explorer program, which it takes an incredible officer. It takes incredible person to deal with young people and work with them through the learning curve of being a police explorer. Throughout sergeant de Monte's career, he had received several awards, including the silver star officer of the month, and he was co recipient for officer of the year in 2019. Sergeant Devante is a survivor or survived by his wife to children in one on the way. Which makes it even more upsetting that he had a child on the way and his selfless sacrifice, he lost his life, trying to help another person who was involved or allegedly involved in a domestic violence dispute.

De Monte Alex Hamsey Connecticut Sergeant Dustin Alex Laredo Bristol Schools Bristol Police Explorers Cadet Sergeant Devante
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

03:07 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"Oh man that's tough because matt that would like try. That would like expose that. You miss something and i don't think you did. No i you know what we kind of hit on this earlier. A little bit. And it's like okay if somebody's hearing all of this for the first time or there may be had a misnomer about social selling or didn't think that it was something that would be advantageous for them. Whatever it is what. What could they should they do. Differently would be probably the only question in next logical question that i would even think of my answer. That would really be it. Hit we hit on this a little bit earlier. Think about those relationships that you would benefit from that. Maybe you're not going after today. Starts thinking about your business in a new way. You know what types of clients historically have engaged. And why was there a commonality. I'm sure you'd think about a lot of these types of things a financial advisor but thinking about people that went to your alma mater played a similar sport might have similar key words about them on linked in might be similar groups that you would like to join lincoln finding these people with that commonality. Because here's the thing. The best case scenario right is that they turn into a lifelong client. The worst case scenario if you do it right as they might turn into a contact or a friend or they may refer you to something in the future like these are the intangibles that we don't think about their like the hustle stats and a box score for sports. There are the things that maybe you don't see but the more relationships are able to create. Maybe somebody is value in this. I was in a conversation about a month ago where we were talking in. This guy actually sent me like man. I really need a financial advisor. Guess what. I introduced him to mind the things that you can't see these unseen forces so you can never create too many valuable relationships that might be get referrals that you don't see or residuals over time or turn into lifelong clients so go out and focus on relationships. You think that you would benefit from and that would benefit from you because it's got to be a two way street. Try to make deposits value everywhere. You can think about those relationships that you'd benefit from today and go get them now. I'm sure people are gonna want to connect with you man. What is the best way for them to reach out to you. We're gonna make sure that we have links to all of your books in the show notes but if somebody wants to engage you in any way what is the best way for them to reach out to you. Yeah and please do. I really truly mean that. I love meeting people and just learning from them. That's been the most. The biggest blessing of anything that i've ever done in my entire career has been meeting with people so please reach out on lincoln. I'm very active. Their twitter handle is see. The headey zero zero seven's we'll see carson visas and vincent my middle name and then last name zero zero seven big james bond fan. Either one of those would be great. I look forward to connecting all right well for all of the james bond fans out there carson and all of us here at prod mouth. Make sure that you take a moment to like share and comment on. This gives a quick review. All of you are listening to this. Know somebody needs a list of the just click that share button share with the other financial advisor friends and make sure that they can understand the true power of social selling. So this is matt. How're now see on the other.

matt lincoln james bond carson vincent twitter
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

03:42 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"The very least i want when they show up and they check in that's the point at which we're scheduling the next follow up and what people think is well. They have to hear my my glorious presentation before they know know if they want to work with me. No no in fact you presentations. Probably not all that glorious truth. We can work on making that better. But but what we want to do. Is we want to have the follow-up step happened before that that happened so best case it's as soon as you get the information that they've raised their hand. They're they're coming you then schedule. Follow up appointment and by the way you have to work really hard to get him to show up to people. Miss that point you know a webinar show rate tends to be maybe thirty forty percents right. A live meeting show rate might be better than that. But it's not gonna be you know if you don't do a lot of follow up steps and they get tax reminders. And they get a piece of mail in the mail as a reminder and they get a phone call. They're not going to be there. But then what we wanna do is get the appointment ahead of the event or worse case. Get the appointment when they check into the event. Now if you're doing it by video having a mechanism to do that is takes a little. Bit more sophistication if we're meeting aboard rumor in a restaurant where meet at a hotel Media room is pretty simple. You know. I mean literally you when you do the setup you say i want three tables here and i want them not to be able to get in the room Without going through the table. And here's the little maze and they have to go here and check in schedule the next appointment ahead of time. And it's a very you know it's like a very complicated script. Right is one of the things we do. Is we do a a thorough evaluation..

"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

04:16 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"That of inhabits right so we're we're bringing them to a video meeting in the preparation for the video meeting scheduling them for a follow employment following the video meeting for bringing them to a conference room. We want to schedule them for the follow up meeting Prior to the meeting in the conference room now it seems really difficult to get most advisers in their office to one get that through their head. There's doable but number two to do it right. And so if you can't do that or if you haven't done that with some percentage of them and we can talk about how to get it to happen. You know details but at the very least i want when they show up and they check in. That's the point at which were scheduling the next follow up and what people think is well. They have to hear my my glorious presentation before they know know if they want to work with me no no in fact your presentations probably not all that glorious out truth we can work on making that better. But but what we want to do. Is we want to have the follow-up step happened before that that happened so best case it's as soon as you get the information that they've raised their hand. They're coming you then schedule. Follow up appointment and by the way you have to work really hard to get him to show up to people. Miss that point you know a webinar show rate tends to be maybe thirty forty percents right. A live meeting show rate might be better than that. But it's not gonna be you know if you don't do a lot of follow up steps and they get taxed reminders. And they get a fee visa mail in the mail as a reminder and they get a phone call. They're not going to be there..

"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

03:10 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"Well because you're going to receive two of his great books and actually of mine calls successes and inside job you'll also get a lot of absolutely free material on growing your practice through effective marketing. So again take the time to go to advisor wealth mastery dot.

"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

03:35 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"And about using jargon right yes and you know abbreviations internal language All of that kind of stuff and in that environment the last thing you wanna do is used. Jargon is something that i i have beat to death as as you know being one of the. Bt's from time to time With my staff of you know our internal language never exits the room and in fact for staff training we try to always use words. Lee milk here. And i'm delighted to interrupt you today and let you know that i've been working with stephen oliver for ten or fifteen years. Now he's a great guy. I love all the research that he does. And i just wanted to let you know that. If you're enjoying the content on this podcast then you really wanna make time to visit advisor. Wealth mastery dot com and. Why should you do that. Well because you're gonna receive two of his great books and actually one of mine calls successes and inside job you'll also get a lot of absolutely free material on growing your practice through effective marketing. So again take the time to go to advisor wealth mastery dot com with the staff that we want them to use with the client because otherwise they take our internal jargon and use it. use it with them So what you wanna do as you want to use simple plain english or spanish or you know if you have a if you have a a different audience. Whatever they speak. But you don't want jargon you don't want industry insider language you don't wanna be talking about I r s. I mean you could be talking about the way that you deal with this type of situation with the with taxes but you start getting into all the specifics on the details. One is you confuse them and i have In this comes back to the one one sales as well a confused prospect. Never buys right if you're in front of somebody and whether it's in a live event or whether it's in a one on one setting and they really need to go digest that goes through my dotes Think about that. Well that means you confused them right. Gave them too much. Information gave them too detailed information. ask them to digest too many pieces of of data. I mean the all the old studies used to be this way. Why telephone numbers were seven digits or the nine digits as you know. They thought that that was the most people keeping their mind. Turns out not to be particularly accurate. But it's a good way to think about it. Write certain number of things that they're going to be able to keep in their mind at any one time. I have a theology. Background and one of the rules of thumb in that is a master's in divinity is is really relevant to Yeah another areas in my life. But it's the three point sermon. Yes it's that you give them three things you give him a demonic to remember it and again that is keeping it simple in relatable and enough to go home and think about a talk about over lunch after church or synagogue and but not so much that you're you're overwhelmed with it..

Lee milk stephen oliver
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

02:01 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"Than that. They learn something. And if they're not entertained they're not gonna learn anything And if it's dry and you make sure that it's really content laden. Is they leave unimpressed. And elite board and also. It's hard to keep their attention. Yeah absolutely especially this. Is something where you don't want to get real technical. And you want to stay focused on the broad strokes. I'm on holiday safe because again. The goal isn't just to have them in the room today. It's to get them in as a client and so when you're talking in broad strokes that gives them the the understanding that you know what you're talking about to get specific to their situation that becomes the perfect thing of. Oh yeah. I could totally help you with that. Let's go ahead and set a time for us to be in that we can talk on your specific situation and it helps that natural progression of relationship. Well and again financial advisers are really bad and about using jargon right yes and you know abbreviations internal language All of that kind of stuff and in that environment the last thing you wanna do is use. Jargon is something. I have beat to death as as you know being one of the bt's from time to time With my staff of you know our internal language never exits the room and in fact for staff training we try to always use words. Lee milk here. And i'm delighted to interrupt you today and let you know that i've been working with stephen oliver for ten or fifteen years. Now he's a great guy. I love all the research that he does. And i just wanted to let you know that. If you're enjoying the content on this podcast then you really wanna make time to visit advisor. Wealth mastery dot com and. Why should you do that..

Lee milk stephen oliver
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

02:35 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"Again i'll steal from. Dan kennedy is. He says any sales situation. Which is what this is right. You want to teach some what they need to do but not at all how to do it right so if if somebody leaves the room thinking they can do it on their own. And by the way financial advisers are horrible about this. I gotta tell you. Accountants lawyers horrible about this. They think well. If i don't give them real meat if i don't really teach them all of this stuff they're not they're gonna feel like they were cheated. Well no the idea is for them to see that. There's something they need to do that. They hadn't thought about and that you know enough about it. You can do it for them. And by the way the ones who are in the demographic that you really want it are the ones that have huge assets they have eugene come They're the ones that you know. They know what their times worth. They want to find somebody. They trust for that person to do it. They don't want to be you know. Give me three books fifteen. Cd's and five webinars. And you're gonna teach me how to do it myself. No that's not that's not You know where it's at. Its they want somebody who's going to do it. Yeah they trust that they know is going to be capable and the and that's where the content has to start right it has to be You know walt disney said. I'd rather i'd rather have a training session and may first priorities. There were entertained Than they learn something. And if they're not entertained they're not gonna learn anything And if it's dry and you make sure that it's really content laden. Is they leave unimpressed. And they lied board and also it's hard to keep their attention. yeah absolutely especially. This is something where you don't want to get real technical and you want to stay focused on the broad strokes on on. They say because again the goal isn't just to have them in the room today. It's to get them in as a client and so when you're talking in broad strokes that gives them the the understanding that you know what you're talking about to get specific to their situation that becomes the perfect saying. Oh yeah. I can totally help you with that. Let's go ahead and set a time for us to me that we can talk on your specific situation and it helps that natural progression of the relationship. Well and again financial advisers are really bad.

Dan kennedy eugene walt disney
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

04:52 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"A radio show and that drives them every week to an evening meeting And i could have facebook linked in google Google pay per click search Podcasts i can have all that stuff driving people from all over the world or at least all over the us and the principles are the same right so so it's all about getting the right getting in front of people ignoring the wrong ones and i'm not talking about anything but they fit your profile customer right and then the second element is is figuring out whether that idea profile customer if i'm marketing to You know cosmetic surgeons for instance. If i'm going to be the adviser that specializes in cosmetic surgeons. Well i probably you know i want. I want to hit all of them in my local area. But i wanna make that you know. Roll that out. Regionally and nationally I think you know what what also is strange about that. There's the old proverb profit in your own land. And you know the expert from You know poughkeepsie. To pick a you know not very interesting place here from poughkeepsie. I'm not trying to insult or or cleveland. But the expert. From cleveland if you live in in nashville is more interesting than the guy who has an office down the street. Just because they're the outside expert and the expert in the field so this idea of drying radius as a as an adviser. I mean another good friend of mine. i'll through dan kennedy in the in in this case. Sales people Apartment complexes he does multiunit Grandcourt does that does that too but he he. He's in ohio Very stable market and basically sales people you know. Do you want to Twenty five percent or fifty percent or one hundred percent of this project. he's got he's got clients all over the world and they're buying these property sight unseen and he's got a very clear format for. Here's what it is. And here's you know with pro forma..

google poughkeepsie cleveland facebook Grandcourt nashville us dan kennedy ohio
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

04:38 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"It has to be person to person. person to group and it can't be coming from a corporate face. Gotta be coming from an individual and it's got to be conversational and i said out of curiosity after day. Twenty nine what you do because we throw them away because obviously they're not interested now. Oh oh lay they they they. They aren't interested today. Doesn't mean they're not going to be interested in october. Doesn't mean they're not going to be interested in january and One of the best markers of all time in fact that movie madman on madison avenue was in part based upon oli and he called it the moving parade of humanity. He said you're not advertising to a standing army. You're moving to advertise to a moving prado humanity. And what he meant by that was people who are perfect clients for you are getting married. Getting divorced their retiring. They're coming out of retirement. They're having a financial mishaps. they're having heritage. And you can go to list right. They're having parent diagnosed with alzheimer's. There's all kinds of reasons why somebody who might be really interested is perfect prospect. Why they don't respond to you right now right and there's all kinds of reasons. Why maybe something changes in their life. You know my friend dan kennedy. He has a story about When he got divorced the first time and he says all these furniture people and everything inserts in the newspaper and their mailing me. And i got a house and i got the house phil's furniture. I don't eat furniture. And he said one day. I came home and you know the wife at loaded all the furniture up truck unannounced and left and left nothing but the cats and All of a sudden on that day. He needs furniture. So the next person in the mailbox you know with with a furniture add got him right But the guy who said well. I mailed him three times. He's not interested. Obviously he missed that moving be mandy concept but cycling back on live events what we well we can certainly be talking because all the principles of the same we could be talking about doing a live zoom meeting so and i saw which again puzzles me. You know the love of I had this conversation with dan. Kennedy j ram the level of marketing sophistication among financial advisers life agents etc. Just scary bad right But.

alzheimer's oli dan kennedy phil Kennedy j dan
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

04:44 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"I don't hear even the ones who've done well talking about is the marketing numbers in the market. Numbers are super important. right is art with. What's the lifetime value of new client in with any given group of people. I'm going to put in the room. What's my conversion rate for them to a new client right right in. I have to step back and say what's the cost of running the event and was the cost putting the people in the room right height. And if i let's say that you use numbers let's say it cost me a thousand dollars to get a new client and that client was going to pay me five thousand dollars or twenty years. So they've got one hundred thousand dollar lifetime value first-year year value. Five thousand navy. You know maybe initially to me there were two or three thousand and it cost me a thousand dollars including buying the stake in filling the room and everything to get them well. How often would i do. That was my return on investment. On that right i mean i do that. I the running up the credit cards to put as many damn people in the room as possible because and to me what's interesting. I've had this talk now with several other people who are quote unquote coaches consultants. And you know to the industry A couple who are really sharp and a couple who you know probably think like normal advisor does which is not a not a criticism other than their horrible at marketing. But they presumably good at supporting there. But you know. I i could talk all day long to an advisor about somebody puts in ten thousand a year and they get a seven percent nine percent twelve percent return on their investment. And it's been a grow compounded and they understand those numbers. But then if i say you're gonna spend ten thousand dollars to get somebody pay this your five five thousand. I mean just going to spend two thousand dollars to get somebody to give you this year. Five thousand and start talking about five hundred percent return first year and then what that extrapolates out over the including time value money they gig glossy eyed shocked and appalled that i would suggest they spend that much money because of course referrals are free right now full but yeah you know where i'm going with that so absolutely well i guess you pay you get what you pay for royal and you can definitely get a ton of referrals that may or may not be fabulous but if you if you're gonna approach it through events yo you can really target your marketing for that event and create that content of appealing to that audience..

navy
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

05:06 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"And it's really easy to get caught up on parts one and two and just get people in the door and not be so concerned as to whether or not the right people that are coming in the door that they're the ones who come and enjoy the event it's a good match between the content and the audience and the other part of that is once there at the event you really want to. You have a great follow up system because if you've got them there and they enjoy the event you're creating customer you're creating you're starting a relationship but you don't just let them walk out the door when they take the event home of the homeless a nice memory. You wanna continue that relationship beyond that especially when we're talking about this kind of world as it being an event to introduce yourself to prospective clients and probably we started the you know at at at the the first piece of it and you know the the eight hundred pound gorilla. I mean everybody's doing it. I i pull direct mail pieces all the time from all over the country as you know well one. We use was it Who's mailing waters on. There's a big service where you can get the fishers control pieces and alway- down to what you know what anybody's mailing In fairly large numbers around the country but one the standards is you know. You got the picture of ruth. Chris we're looking at one in illinois. That had a really nice looking dummy made. You made me salvi beautiful picture of a stake in some italian restaurant and we wanna start. There is is in. Oh there's this. I find it interesting looking at all the other industries that we've worked with and a a really good friend of mine fills his very high end med spa with live events. Another one fills his very very very dairy expensive Lasting surgery you know cosmetic surgery a business with with live events and of course ton.

salvi ruth illinois Chris
"advisor" Discussed on Financial Advisor Marketing:

Financial Advisor Marketing:

05:28 min | 1 year ago

"advisor" Discussed on Financial Advisor Marketing:

"Lee milteer and i'd like to give you an introduction to one of my favorite people on earth. Mr stephen oliver who is with the adviser marketing podcast. Now stephen is a true maverick. And i mean that in every sense of the word not only in our business. But i have to tell you his clients universally love him and they grow at rates that they wouldn't believe it's possible now on this podcast in each episode. Stephen is joined by various members of his team or special guests to share insider secrets to rapid growth and high net profits in your financial advisory practice. So i just want you to know. You're in for a wild ride. New information and a lot of exciting new future because of stephen oliver there stephen oliver again and i am joined by mindy godfrey of both of advisor. Wealth mastery and What we wanted to talk about today is live event promotion Getting good results from live events. And many by the way i i have heard. You've probably heard this more than i. You talked to more humans than i than i do since you seem to like them. Better but You know we we were talking with Was a small group of other adviser just yesterday and what came out of one of the women's mouth was well doing live events doing lunch meetings dinner meetings and so forth dated. That was twenty years ago and you know in her case. She's in the same cisco bay area so you know in our in our area. That's not something that people would do anymore or something to that effect. I forget i forget. What her objection wasn't and i was talking to another advisor just a week or so ago and a very high producer Four hundred and fifty million assets under management Has grown quite a team underneath one thing or another and basically said the same thing. I don't like doing live events that it costs too much to fill the room and and and one thing or another and as you've probably noticed when people say that i tend to annoy them because the first thing i ask is well how did you run it. What was the content in. What was the conversion rate. Who did you get in the room right. you know. I mean simple little questions like these young people in the room to begin with and did you convert a high percentage of them. And how much were they were Let's talk about that. You've you have been more than anybody. I can think of or out side of the adviser industry and me to a lesser extent. But we have promoted just a a you know part of my language. Shit tunnel events You know you've been involved with a lot more that are in the all the way up to it's a you know an outdoor concert Big live christian events down to more like what an advisor would be You know lunch. Dinner bordering diaper thing and it. Oh on on in my other life with the martial art schools Promoted a ton of those where at one hundred seven or so forth Intramural tournaments that are now at You know anywhere from five hundred to fifteen hundred participants and spectators but also an awful lot of events out to the public With anywhere from fifteen people for something specialized up to Thousands of people you know now in one case the paramount theatre here Wish cease. I believe twenty eight hundred people Which was very expensive production by the way. I'll never do that one again..

stephen oliver Lee milteer Mr stephen oliver mindy godfrey stephen cisco
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

05:02 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"There's a couple of midtown but their business models are terrible. And he's realized that he's like i don't even understand these people make money he said. How did you not make as many business mistakes. This time around is humanity had in the past. I said the big difference is is our resourcefulness. So kurkin i have. Since we were both consultants hire a lot of consultants to make sure that we find people who are better smarter faster than we are that. Help us make those decisions in their specific area of expertise and kirk data. What those people hired you for. So here's the full circle you might have thought he was easy to identify. What about their process was so fundamental unique and different but the fact that they hired you because they knew that you would find that thing is the reason why we believe have made such an exponential growth. Because we've surrounded ourselves with wicked smart people because we are continuously educating yourself and you and i both know that the grand scheme of stuff. We don't know that much. We know what we know that we want to be able to bring other people to help us educate ourselves so that we can be better. Business owners is that a fair statement. Yes and they. And i'll also tell you that those both those companies the examples i showed they were all in those meetings it was. I was worried that was a little inefficient. When i think there were eight executives and that one in california at the table it wasn't the top three or four people that came up with the idea that really said well. It was somebody else and i know. They are or an important part of the team. Were that in there. But you never know necessarily sometimes where the best ideas are. The right ideas are gonna come from. They were engaged and they had their whole team there. It was the same with the with the other. Two father and son there were other people in the room but they had so many so much..

kurkin kirk california
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

04:28 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"The time when you're sitting down meeting with clients prospects centers of influence. You need to be resourceful but in being resourceful you also have to make sure that what your resources are going to reinforce your big picture brand message. And the systems. This is where. I think we have found a major piff pitney. At least more recent epiphany which is how we plug in two systems right. We add the authenticity that you were just talking about. We add your voice. We add your thought leadership by utilizing our system here because we're capturing your not only your voice and putting out as a podcast over capturing your voice as a social media component to make sure that your voice is getting out there and then you take those things and you plug that into the system and so if there are gaps i believe that we fill those gaps very very successfully no matter what other marketing. I'm not sure. I'm not sure enough. Companies really understand who who they are and it's hard to be a thought leader. If you don't know who you are having a propensity to want to educate is great and that'll that'll help you get there. I'm not saying that you shouldn't start educating people before you figure it out because that can really help you find tune it but i can tell you this. Here's a story about a company. I work with many years ago. I was in their boardrooms california and a whole bunch of executives around the table. They wanted to do better at marketing. Thought they need a new brand and they thought their brand was a and it was really like kay what i mean by. That is the thing that ended up. Being a huge driver for their brand was something they didn't even realize it was way down the list in somebody started talking about their. what do they. The transition was so an advisor transition to this company. They had a process a transition process. When i learn more about the process in knowing enough about other broker dealers i realized it was a distinct competitive advantage for them. The story of it with ease almost every of the most. What's the biggest Problem with people transition. What's the number one. Fear adviser said. Oh share of wallet. Losing lights losing clients in them. It's going to be a huge distraction and their practice goes. Those kind of things are almost like equivalent of us. Make sense this one thing. Obliterated the need for that bat to be fear because their their transition process was so amazing. I i couldn't believe the amount of resources they dedicated to it.

kay california
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

05:35 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"Some examples as we go through there so that you'll understand instances of where you need to be engaged but ultimately if you take a mindset who's accountable for my success is as somebody else i'm pushing this out to or is it me and the more you you are accountable the more likely you'll get more of the people you hire. If that makes sense you still need to hire really good marketing people to do the work that they're going to take away from you but very strategic about it. The greatest rockstars of all times right. We've talked about rockstars. We can talk about sports professionals. We can talk about all of those different sorts of people. What happens is courteous at all. In and i'm going to take a moment to to just expand on that when you're about to meet with a client you should have a pre-game mental exercise so that you have removed every other distraction in order to pay one hundred percent attention on what you're doing that period of time. You can't be thinking about what you're having for launch you can't because then you're not truly listening and paying attention to the person that you're interacting with marketing is exactly the same way when you're about to monitor what one of the greatest quotes that i heard recently on a podcast was it doesn't matter if you have ten followers or a million followers. All that matters is that your fans feel like you care in kirk when you're talking about some of the stuff that you have to do so you hire a company like us or many other companies. We do all of this marketing work for you in. If your fans say something you have to be around some time to respond to the fans to make sure that they feel well taken care of in those people who do that are really taking it also to the next level but i wanna get back to the all in somebody said to be. We'll not you know what. I'm a professional financial advisor. I've been through these meetings hundreds and hundreds if not thousands of times. What do i need to practice for. And i just go back to michael jordan. Michael jordan could be the greatest basketball player of all time. That's up for discussion. But it doesn't matter because he still practiced. When is the last time that you practice in part of practicing is getting that mindset. That kirk was talking about in order to make you be all in when you need to be in marketing. Yeah if you were paying attention to what's going on in your marketing and you you're engaged you get better and better at it how you engage and if you've followed me i'm a pretty good example that we're or really good example of that because i wasn't always good at social media in fact i'm so much better now than i ever was and it's crazy to think of how maya engagement in.

kirk Michael jordan basketball
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

05:58 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"And welcome to another top advisor marketing podcasts. A lot of things have happened. Justice last week for kirk. And we've had a lot of major tiffany's anies and a lot of really great conversations and so what we decided to do. Today was we'd started to distill all of this into the podcast that we are calling the number one driver of marketing success. Will you talked to many people's kurkin. I do unbelievable things end up happening. So we're going to dive into each of these things but really what we want to take away. Is you have to do the work now. Spoiling it a little bit kirk. But i wanna make sure that everybody understands that. We're going to talk about the fact that you actually have to do some work here. Where do we begin. Kirk eddie this started with a conversation you had very recently honestly you and i have been a piff nizing since we met but this one is not necessarily new is just coming more and more into focus as and i think it's partially because as our company grows and gets more respect from other companies. We have access to top people at those companies in for some reason because of our honesty. I think how we do this. Podcast we get a lot of people. Speaking quite openly and candidly. And we're not gonna name names today. But i can tell you that we've had some conversations with some of the top marketing people Working helping experts and particular financial advisors an ra as in. There's a common theme here not just within our company but within these leading these other leading companies and we're going to talk about the number one driver success today for no matter. What you're doing marquis. It comes down to the same thing and that's really embracing the grind marketing just like others. Business is a grind. Any gotta be prepared to win. We're going to break down what that meets. Where do you work. where do you focus. Where can you outsource..

kirk Kirk eddie tiffany marquis
"advisor" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

05:44 min | 1 year ago

"advisor" Discussed on Top Advisor Marketing Podcast

"I start advisors select their leads based on qualifying characteristics. Right it's how many assets or how much assets the the leads have and it's where they are geographically so we prescreen based on that. You say i'm a manhattan adviser. I only want to talk to folks in manhattan with more than a million dollars. We can do it from there. When we find a lead that matches your criteria. We send it we call them and we qualify or we believe we make sure the contact information is correct right and then from there we pass them on and we do that in one of two ways if we have the lead on the phone and they wanna talk to the adviser we say cool. Which advisor do you want to speak to. And we connect the lead the adviser or two we email all of that information directly to the adviser right. So what will what will happen is a lot of advisers. See the e mail. Come into their inbox. They have a standard email. They'll send out kind of with the top line information on the financial planning firm manager. We can talk about that later by. What should that outreach look like. And then a lot of times. They'll call the lead and that's when they'll really use that survey. Hey listen i got your information from smart advisor from smart asset. I noticed that you have some kids under the age of eighteen. and you're looking for a financial adviser. I do a bunch with five twenty nine plans. Let's talk right and so every advisor has their own outreach. Cadence has their own talk. Track really most advisors as soon as they get the lead information they call them up. How many people do you give that information to. So we match our leads or our prospects with Advisers get three. Okay good good okay. You've teed me up for a bunch of questions so you just need to be prepared for this chris in your experience. How long do these leads. Stay warm that's a tough one to answer map because we see leads convert sometimes within the first week right advisors will call them and and get a lead on the phone and we say that that speed to lead is really important. Getting the lead on the phone or in their inbox. Establishing that relationship quickly is important. However a lot of advisors will call once or twice send an email maybe text message and we really encourage advisers to reach out at least for a month they have a. We encourage them to have a plan to canes for months. It's not every day. Don't call every day be respect. You don't want me to call you every day but we have a really what it is a plan cadence for a month of calls emails and texts not too many just enough to make sure the person didn't get busy and or isn't missing your calls and then from there. A lot of advisers advisors will drop them into a drip cadence or another marketing piece of marketing outreach. We're they'll hit them every month or every quarter or twice a year. And what's interesting. is those leads. Do still convert right being with an adviser a couple of weeks ago who said by gave up on this lead. I bought a couple of million dollar leads from you. I gave up on one of them. I added them to my marketing cadence. And three months later he calls me up. He said you know what i got. Busy work was crazy. He's an executive he said. But i really like what you've been sending your marketing materials are strong. Let's talk any close. The lead within two weeks after that one of the things that always used to drive me crazy about a previous philosophy on on purchasing leads is this has happened to me and chris. I don't know if it's ever happened to you. But i get busy dude like e you know what..

more than a million dollars once five two twice three months later first week one three chris two ways Cadence twice a year a month two weeks a couple of weeks ago twenty nine plans under every quarter manhattan