Mastermind Advisor Podcast

You have to be good at closing virtually and good at closing in person, but you first have to be able to get in front of people and that’s what we’ll help you with in this episode. That’s the biggest problem many advisors have right now and webinars and seminars are still a trusted way to accomplish that. 

It’s not just about the numbers when you run these events, and we'll underscore the essentiality of quality over quantity when i...

Just look at the numbers. In 2022 alone, Facebook generated nearly $114 billion in advertising revenue and that’s expected to grow over the next few years. With that much money pouring into the social media platform, it’s obviously an effective solution for many companies. However, like any other tool, it needs to be used effectively to yield the desired results. 

This topic came to mind because we were in a Facebook group recently ...

We decided on this topic after hearing from a few advisors following our last episode who told us they were struggling some with their own numbers. It’s easy to put the blame on ourselves for not closing as many of the leads, but sometimes it’s other factors like the marketing we’re doing.

The focus in this episode is on mastering marketing numbers and virtual closing strategies to bolster success rate, and we dive into the differen...

Today we’re going to talk about the smokescreens or the objections that people have when it comes to online or virtual type of appointments we’re having. These can throw off or derail the relationship right off the bat if you aren’t prepared. Things will get easier as trust is built, but we want to talk about how to overcome these smokescreens and get past those initial appointments.

Featured Quote:

"They're kind of vetting you. The...

As we venture deeper, we'll guide you through the benefits of webinars and how strategic scheduling can streamline your work week and open more opportunities for appointments. We take an interesting look at appointment preferences, emphasizing the benefit of not scheduling more than 10 days out. We also shed light on the importance of tracking the number of attendees at your events, an often overlooked yet vital metric to measure t...

Today we’re going to talk about the number one thing that’s causing your seminars and webinars to not perform the way they should. It’s an easy fix, but we see advisors struggle with this quite often. So we’ll tell you how we can take something you’re doing at the beginning and move it towards the end to solve your issues, get you better appointments, and ultimately better results.

Featured Quote:

"They're there for themselves. They...

Today, Josh and Vince and going to do that with our practice and talk about what we would implement differently. We’ve tried dinner seminars, Social Security workshops, radio, SEO, webinars, digital marketing, and podcast, and we’ve learned a lot through trial and error.

So we’ll discuss the things that haven’t worked so you can avoid those and explain why we would implement these five marketing strategies moving forward.

Featured Q...

Today we’ll take you through our very specific process that has provided a show rate near 95% for seminars and 80% for webinars. Things like which days and times are more important than many advisors believe. Plus, stick around to the end because we’ll share one important thing that will help make sure people are showing up.

Featured Quote:

"When people say, ‘Yeah, I have a system that follows up with people like it sends them a con...

Today we’re going to share the process we use for seminars to drive good quality leads and convert those leads into appointments. That’s the goal for every advisor and not every platform performs as well as it should.

We will dig into the nuts and bolts of launching and monitoring effective ads for seminars. Josh, a marketing expert, will underscore the need to test various ad copies and images, track results, and tweak for optimal ...

This episode will describe what it means to have a successful practice and then explain our approach to building the business through bringing in the right personnel. We’re going to talk about hiring and outsourcing strategies, some of the partners that we’ve worked with, and the one hire that has really helped grow our financial planning practice.

If you’ve ever wondered how some advisors can get so much more work done in the same ...

By taking you through our funnels, we want to show you that we practice what we preach with the advisors we work with. This episode will give you a deeper understanding of what’s happening within those funnels and identify some of the differences we see between what we do and what others are doing. 

At the end of the day, our ultimate goal is to generate more qualified appointments who are going to show and to find people that are g...

Today we’re going to share some of the things we’ve learned through trial and error. It took us a long time to figure out the right sequence and to judge how often you should contact people without turning them off. What you might be surprised to find out is that you can often message people more frequently than you probably realize.

So let’s take you through this follow-up process and give you a better sense of how our system helps...

This is an important aspect of the business for growth because knowing how to spend effectively will help maximize those returns. To help you get a better grasp on the numbers, we’re going to take you through our process and how we make calculations in this episode. We’ll share our expectations for marketing, how much we’re growing, and what we’re trying to bring on as far as assets. 

We want this episode to give you a better sense ...

Join us as we take a look at six different ads and the strategies used to pull people in. Josh and Vince we’ll evaluate each one, share what they like and what they would change. Plus, they’ll also explain why every lead you get isn’t necessarily a strong one and why they’ll make people jump through a few hoops to filter it down to the best prospects. 

Featured Quote:

"You'll get leads, okay. That's not the problem. You'll get leads...

With summer approaching and people preparing for some much-anticipated time off, advisors will often ask us whether they should also give their marketing efforts a break. It’s a great question and it brings up a much wider discussion.

When should (or shouldn’t) you be marketing? And how should you be targeting your marketing efforts to generate quality leads for seminars and webinars? If you could get the answers to these questions,...

In this episode, Vince and Josh have pulled six different ads they came across on Facebook and will rate each one. From good to bad, they’ll assess what they like and don’t like about each ad and explain what they’d do differently.

If you do any Facebook marketing for your business, this episode is one you don’t want to miss because we’ll share the keys to building an ad that makes someone stop scrolling, is easy to understand, and ...

Every business owner is trying to find their footing in this new virtual world and financial planning is no different. Ushering someone through the appointment process through a screen is a tough adjustment when so much of the business relies on relationships. 

We started detailing Vince’s approach at CFG Retirement on our last episode, and today we want to continue that discussion by taking you through the focus for appointments tw...

We’re going to break this out into multiple parts to give us the chance to go into more detail for each stage of the process. We’re going to turn the tables and interview Vince about his approach at CFG Retirement, and this first part is all about that initial meeting. 

We’ll discuss the importance of building trust in your first meetings with potential clients and the ways to do that through emotional connection. Plus, we’ll talk a...

In this episode, Vince and Josh will share the things they’ve learned through years of building B2B and B2C marketing campaigns. These strategies aren’t just for financial advisors trying to attract new prospects. What we’ll talk about in this episode can be applied to any business and its marketing efforts.

With so many companies making bold claims about the results of their marketing strategies, it’s easy to chase the offers and g...