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.
Maintaining relationships with clients is crucial for financial advisors.
And one of the ways to do this is by constantly connecting with them about their interests or things they care about.
In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs.
Brad and Andrew discuss:
The importance of connecting with your client and their spouse
Which type of content should be shared through magazines
Reasons magazines are still useful in today’s day and age
Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.
Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.
When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority.
By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself.
In this episode, Brad Swineheart speaks with Mike Saunders, authority marketing strategist and host of the Influential Entrepreneurs podcast. Mike discusses how he elevated his presence among clients and future prospects by getting involved in different media platforms and creating a trusted persona for himself that people can look to for advice.
Brad and Mike discuss:
What branding really means for a business
The “WIIFM” mentality and how you can use it to your advantage among clients
Why the platform your content is placed on will determine the audiences interactions with it
The importance of being online in today’s business world
Mike Saunders holds an MBA in Marketing and serves the small and medium-sized business market. In addition to coaching and consulting clients in his firm Marketing Huddle LLC, he teaches Marketing as an Adjunct Marketing Professor at three universities.
When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey.
Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.
In this episode, Brad Swineheart speaks with Brandon Hegg, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.
Brad and Brandon discuss:
The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
The pandemic has forever changed the way a lot of companies do business.
Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in.
In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. Bradly discusses how he markets to baby boomers to share how to spend their money in retirement, along with how his business has changed as a result of COVID-19.
The challenges of pivoting to an online business model
The importance of creating a LinkedIn presence for your business
The negative effects of constantly changing your marketing strategy
Advising baby boomers how to effectively spend their money either near or at retirement
Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.
Understanding your company’s operation is crucial to overall success.
In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business.
Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan.
Is there a way to know that these tools have been correctly implemented within your client’s plan?
In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.
The two areas of concern that the Annuities Genius software helps solve
The main challenges for new representatives selling annuities in the industry
Three things he recommends for new advisors to learn to best help their clients
Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
Dominic Cursio: Dominic Cursio is a 20-year insurance industry veteran, with the bulk of that time being spent focused on increasing annuity awareness with consumers, insurance agents, financial advisors, distributors, and insurance carriers. Dominic has served as the Vice President of Business Development for Agatha Global Tech, LLC, one of the leaders in the FinTech space, and creator of Annuities Genius. Dominic is a family driven individual, spending time with his two children and volunteering as a coach and community supporter.