The path to retirement isn’t much different than climbing Mount Everest. Do you know how to help your clients brave the surprisingly most dangerous part of this journey?

Our guest, Bryce Hamilton, is a marketing consultant for WealthVest and a partner at Vestus Group. Bryce is here to share powerful ways for advisors to support a retiree clientele in their greatest time of need. This conversation will teach you strategies for leading a seminar audience to your call-to-action, how to create a smooth system for onboarding new clients, and how to give your clients support that goes beyond finances. 

In this episode, you’ll learn:

●    An example of how to create a seminar that overcomes every objection to your call-to-action

●    What part of retirement is, perhaps surprisingly, the most dangerous for retirees

●    What Bryce is doing to help clients learn skills that fall outside of the financial realm

●    About Vestus Group’s time-efficient and client-centric onboarding process

●    Why Bryce doesn’t blink at giving free plans to prospective clients

●    His advice for new agents and advisors

●    And more!

Tune in now to learn powerful ways to help your clients during the most anticipated journey of their lives.

Resources:

WealthVest | Vestus Group | Bryce Hamilton’s LinkedIn | Income Solver

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Introductions are the most powerful form of word-of-mouth marketing.

In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.

In this episode you’ll learn:

• How to start an Advocate Search on LinkedIn
• How to identify introduction qualifiers
• The language needed to make an introduction request
• How to get introduced to your clients' digital connections in person
• And more!

Tune in now and learn how to let clients know you're open for new business.

Resources:

WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet

If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.

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In 10 years, tax rates will likely be dramatically higher than they are today. What are you doing to help your clients protect their retirement?

Our guest, David McKnight, author of a #1 Amazon best-seller “The Power of Zero,” is here with an action-prompting message for advisors and their clients around the tax freight train that’s bearing down on retirements. This conversation will teach you a necessary and ever-so timely way to think about retirement planning. 

In this episode, you’ll learn:

●    Why David says that the true purpose of a retirement account isn’t to give us tax deductions

●    How to engage someone who seems apathetic about tax rates

●    How to teach your clients about the power of zero

●       How to use the power of zero in your prospecting — and why it’s an influential approach

●    Words of advice about creating a selling system that’s predictable, sustainable, and repeatable

●    And more!

Tune in now to learn how you can encourage your prospects and clients to harness the power of zero!

Resources:

WealthVest | The Power of Zero | The Power of Zero by David McKnight | The Power of Zero movie | How a Venue Change Can Help Your Marketing

Correction: The website David mentions is tugg.com and not tugg.net.

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