From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth.
In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his background of guiding strategy, product development, and client experience to promote growth among his clients. So, listen in as Brad and Dan speak about how advisors today are breaking the traditional business models and how these new strategies are working to bring in new prospects.
Brad and Dan discuss:
How to identify value among advisors in the industry
New prospecting methods that advisors are taking on to bring in and maintain clients
The importance of building a company culture that clients can relate to
Ways your marketing can change the way clients perceive and interact with your business
Must-know tips and tricks advisors can use to take their business to the next level
Dynamic asset management and insurance industry leader with 10+ years of success. Proven track record of guiding strategy, product development, and client experience that drives growth, competitive advantage, and operational excellence.
If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you.
This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to succeed at scaling their company brand. Cody details his approach to referrals, hiring, coaching, and training to help insurance professionals succeed.
Brad and Cody discuss:
The value of tailoring your brand to a specific market
The truth about brand representation
Ways building a brand tied to SEOs benefits your business marketing
Cody’s ideal client base and the core training he and his team can provide to them
With over a decade of insurance sales knowledge, Cody Askins knows what it takes for agents to succeed in the insurance industry.
Cody started in the insurance industry when he was just 20 years old while attending school full-time and playing college basketball. He made a goal to make 6-figures during his first year, and in only eight months, Cody made over $117,000.
During his first year, Cody developed a system to set more appointments and get the most out of his leads. Now, it’s Cody’s mission to help agents build skills and learn the necessary mindset to achieve any goal that they’ve set for themselves.
Cody offers a variety of private and group coaching courses. As the creator of Telesales Mastery Members, the CA Sales System, and Success Society, he also creates custom Lead Generation Consulting.